大家早上壕！ 先看海外要闻： 美股齐跌，道指收跌0.23%、纳指收跌1.58%、标普500收跌0.99%；谷歌涨超2%、苹果小幅上涨、英伟达跌超2%、微软跌近3%、亚马逊跌逾 3%、特斯拉跌超4%、META跌超11%。 纳指期货亚太盘初涨1.2%，业绩报告发布后，亚马逊涨超13%，苹果涨3%. 贝森特：可能在圣诞节前选出美联储主席候选人，不喜欢本次降息的措辞。 据知情人士透露，英特尔初步洽谈收购人工智能（AI）初创公司SambaNova Systems Inc.。 报道：英伟达拟向AI初创公司Poolside投资高达10亿美元，壮大生态体系。 OpenAI宣布将于2026年启动"星际之门"数据中心，并表示"星际之门"项目规划容量突破8吉瓦，预计未来三年投资超4500亿美元。 诺和诺德拟90亿美元竞购Metsera，挑战辉瑞既定交易。 据彭博，Meta寻求通过大额债券发行筹集至少250亿美元。 特斯拉给马斯克的万亿美元薪酬方案遭重要股东反对。 国内重大事件汇总： 1、商务部：美方将暂停实施其对华海事、物流和造船业301调查措施一年；将暂停实施其9月29日公布的出口管制50%穿透性规则一年；取消 10%"芬太尼关 ...

公司财务指引更新 - 公司收紧全年财务指引 预计年收入在645亿美元至650亿美元之间 较此前预期的643亿美元至653亿美元范围收窄 [1] - 调整后每股收益预期提升至8.93美元至8.98美元 高于先前指引的8.87美元至8.97美元 [1] 财务指引变动驱动因素 - 财务指引更新包含与阿斯利康合作修订带来的益处 取消了原有的收入和成本分摊安排 [2] - 关税相关支出降低 得益于进口关税改革 以及更有利的税率展望 [2] - 部分利好被收购维罗纳制药相关的成本所抵消 [1][2] 战略收购与业务表现 - 公司于7月宣布以约100亿美元收购维罗纳制药 旨在扩大呼吸治疗产品组合并减少对Keytruda的依赖 [3] - 第三季度收入同比增长3.7%至172.8亿美元 超出市场预期 [3] - Keytruda销售额增长帮助抵消了HPV疫苗Gardasil在中国需求疲软的影响 [3] - 第三季度调整后每股收益为2.58美元 [3]

财务业绩摘要 - 第三季度调整后每股收益为2.58美元，超出市场预期0.22美元，同比增长64%（按固定汇率计算增长65%）[1] - 第三季度营收为172.8亿美元，超出市场预期2.2亿美元，同比增长4%（按固定汇率计算增长3%）[1] - 公司收窄2025年营收指引至645亿-650亿美元，并上调调整后每股收益指引至8.93-8.98美元[10][12][13] 肿瘤药物销售表现 - 旗舰产品Keytruda销售额为81.4亿美元，同比增长8%，但未达到市场预期的84亿美元[3] - 与阿斯利康合作的Lynparza联盟收入为3.79亿美元，同比增长12%[4] - 与卫材合作的Lenvima联盟收入为2.58亿美元，同比增长2%[4] - Welireg销售额为1.96亿美元，同比增长41%[5] 疫苗业务销售表现 - HPV疫苗（Gardasil/Gardasil 9）销售额为17.5亿美元，同比下降25%，主要受中国和日本市场需求下降影响[6] - 肺炎球菌疫苗Capvaxive销售额为2.44亿美元，较上季度1.29亿美元显著增长[7] - 联合疫苗（Proquad, M-M-R II, Varivax）销售额为6.84亿美元，同比下降3%[6] 其他关键产品及业务表现 - 糖尿病药物Januvia/Janumet销售额为6.24亿美元，同比增长29%[8] - 新型肺动脉高压药物Winrevair销售额为3.6亿美元，同比增长141%，环比增长7.1%[8] - 医院专科药物Bridion注射液销售额为4.39亿美元，同比增长4%[7] - 动物健康部门营收为16.2亿美元，同比增长9%（按固定汇率计算增长7%），超出市场预期[9][11] 战略更新与财务指引调整因素 - 完成对Verona Pharma的收购，获得慢性阻塞性肺病药物Ohtuvayre，加强了心肺产品管线[15] - 更新的每股收益指引包含了修订与阿斯利康关于Koselugo协议带来的收益、更低的税率和关税成本等有利因素[14] - 指引调整包含与LaNova就MK-2010技术转让相关的一次性费用3亿美元，预计对每股收益产生约0.16美元的负面影响[16] - 调整后毛利率预期维持在82%不变，调整后运营成本预期区间调整为259亿-264亿美元，调整后税率预期下调至14%-15%[16][17]

Merck & Co., Inc. (NYSE:MRK) stock traded in a volatile session on Thursday following its third-quarter earnings report and updated fiscal 2025 outlook.The pharma giant reported adjusted earnings per share of $2.58, surpassing consensus estimates of $2.35, a jump from $1.57 reported a year ago.Merck reported sales of $17.28 billion, a 4% increase year-over-year, and exceeded the analysts’ projections of $16.96 billion.Also Read: Merck’s New Cancer Therapy Combo Shows Significant Edge Over Rivals In Renal Ca ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

By Michael Erman and Christy Santhosh (Reuters) -Merck & Co posted higher third-quarter revenue on Thursday, as growth from its blockbuster cancer drug Keytruda offset falling sales from human papillomavirus vaccine Gardasil in China. However, shares fell nearly 2% after Merck lowered the high end of its revenue forecast for the full year. It now expects revenue of $64.5 billion to $65.0 billion compared with its prior view of $64.3 billion to $65.3 billion. J.P.Morgan analysts called the quarterly beat ...

For the quarter ended September 2025, Merck (MRK) reported revenue of $17.28 billion, up 3.7% over the same period last year. EPS came in at $2.58, compared to $1.57 in the year-ago quarter.The reported revenue represents a surprise of +1.24% over the Zacks Consensus Estimate of $17.06 billion. With the consensus EPS estimate being $2.36, the EPS surprise was +9.32%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...

默沙东(MRK.US)盘初一度跌约3.8%，最低触及83.3美元，创近两周新低。 消息面上，默沙东第三季业绩喜忧参半，调整后每股盈利为2.58美元，营收为172.8亿美元，均超预期。 癌症免疫疗法Keytruda收入同比增长10%至81.4亿美元，略低于预期的82.4亿美元。公司下调全年盈利 预期，以反映预计关税成本和其他项目下降，目前预计调整后每股盈利将介于8.93至8.98美元之间，低 于早前预期为8.87美元至8.97美元。(格隆汇) ...

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Merck & Co (NYSE:MRK) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Speaker0Welcome to the Merck and Company, Inc. Rahway, New Jersey, USA Third Quarter Sales and Earnings Conference Call. This call is being recorded. If you have any objections, you may disconnect at this time. I would now like to turn the call over to Mr.Peter Dannenbaum, Senior Vice President, Investor Relations. Sir, you may begin.Speaker1Thank you, Julie, and good morning, everyone. Welcome to the third quarter twenty twenty five c ...