点击上图▲立即收听 " 18—35 岁年轻人的消费榜单前三位，分别是旅游、数码产品和保健养生。 " 文 / 巴九灵（微信公众号：吴晓波频道） "舌苔偏厚，体质寒湿，肝火旺，建议少吃辛辣、冰饮。" 下午时分，26岁的白领小陈对着手机摄像头伸出舌头，屏幕那端的AI医生瞬间给出了这样的反馈。 而看似戏谑的背后，实则是一种集体性的健康觉醒。 由国家统计局等发起的《中国美好生活大调查》显示，18—35岁年轻人的消费榜单前三位分别是旅游、数码产品和保健养生。另外根据知萌咨询 在今年3月的调研数据，Z世代平均每年在健康消费上的支出达到3250.7元。 这不，最近巨头们如火如荼的闪购战，让不少人真切体验了一把奶茶自由。网络上，关于"冰箱塞满奶茶""两天九杯冲上头"的分享不胜枚举，但也 敲响了年轻人的身体警钟。 在"求医AI"前，小陈刚好收到了动态血糖仪APP弹出的"血糖飙升"警告。 公开数据显示，中国咖啡消耗量近10年内增长了167%，消费者偏好带奶、带糖、带小料的花式咖啡；奶茶消费同样也是，超8成用户一周消费2— 3次，甚至高于3次，高频消费的同时还爱搭配软欧包食用。 当这样的"甜蜜轰炸"成为日常，直接催生了一个热词——咖 ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Exelixis (EXEL) and argenex SE (ARGX) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight com ...

Live Chat on The Biotech Forum has been dominated by discussion of covered call opportunities in recent quarters. To see what I and the other season biotech investors are targeting as trading ideas in real-time, just initiate your free trial into The Biotech Forum by clicking HERE .Today, I am putting DexCom, Inc. (NASDAQ: DXCM ) in the spotlight. The stock of this medical device concern got a bit of a temporary boost of 10% in late June when the Department of Health and Human Services announced itBret lead ...

Recursion Pharmaceuticals (RXRX) shares soared 5.8% in the last trading session to close at $5.84. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 8% gain over the past four weeks.The sudden soaring of the stock price can be attributed to the postive investor mindset regarding the potential of Recursion's early-stage oncology pipeline being developed using its AI-driven platform technology. This biotechnology company is expected ...

Revvity (RVTY) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On ...

Key Takeaways JNJ beat Q2 estimates and raised full-year guidance on strong pharma performance. Innovative Medicine sales rose despite Stelara LOE, aided by key drugs and new launches. MedTech improvement was led by cardiovascular and surgical products, which offset China-related headwinds.Johnson & Johnson (JNJ) delivered strong second-quarter 2025 results, with both the top and bottom lines exceeding expectations.Despite the loss of exclusivity (“LOE”) of its multi-billion-dollar product, Stelara, J&J’s ...

Tandem Diabetes Care, Inc. (TNDM) has been on a downward spiral lately with significant selling pressure. After declining 27% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a ...

纪要涉及的行业或者公司 - 公司：MicroPort（0853），一家制造高价值医疗设备（主要是消耗品）的公司，产品应用于广泛的疾病领域 [1][5] 纪要提到的核心观点和论据 核心观点 - 维持对MicroPort的“增持”评级，目标价为HK$8.60 [1][5] - 预计公司净亏损将减少并扭亏为盈，2026年实现盈利 [5] 论据 - **上半年业绩情况**：2025年上半年销售下降不到4%（排除外汇影响），调整后净亏损为1.1亿美元；面临国内竞争加剧、政策价格调整和国际贸易冲突等挑战，除手术机器人业务外，所有业务板块销售增长均下滑或放缓 [1] - **业务增长潜力**：预计2025年第二季度血管内业务销售势头改善；随着中国采购资金正常化，2025年下半年手术机器人业务有显著销售增长潜力 [1] - **成本优化与销售增长**：公司有成本优化和业务间销售杠杆的措施，预计将推动运营费用/销售比率从2023年的96%降至2026年的低于50%，且预计销售将保持每年约20%的增长 [5] - **财务义务与剥离业务**：公司有财务义务，包括2025年7月前CRM业务上市和2026年12月前股价达到HK$12.58；若价格合适，剥离CRM/MP EP业务可推动股价并帮助满足相关义务 [5] - **估值依据**：基于DCF估值，假设市场风险溢价为6.4%（基于恒生指数总回报），无风险利率为3.8%，贝塔系数为1.5，估计自由现金流至2034年，终端增长率为3.0%，加权平均资本成本（WACC）为12.7% [6][8] 其他重要但是可能被忽略的内容 - **风险因素**：关键下行风险包括盈利和成本合理化进展逊于预期、金融义务高于预期（包括CRM股份回购）、进一步股权融资的稀释风险以及地缘政治风险 [9] - **过往评级与价格**：展示了2023年3月至2025年5月期间摩根大通对MicroPort的评级、价格和目标价变化 [17] - **分析师覆盖范围**：分析师Derek Choi覆盖MicroPort（0853）等多家公司 [20] - **评级分布**：截至2025年7月5日，摩根大通全球股票研究覆盖、投资银行客户等不同类别下的评级分布情况 [20] - **合规与披露**：包括摩根大通对MicroPort的持股、客户关系、投资银行服务补偿等重要披露信息；以及不同地区的监管信息、分析师认证、研究独立性政策等 [11][13][37] - **其他事项**：如研究报告的分发、分析师薪酬、非美国分析师注册、投资建议历史查询方式等相关说明 [24][25][26]

July 18, 2025 08:36 AM GMT Risk Reward for Shanghai United Imaging Healthcare Co (688271.SS) has been updated Reason for change Model adjustments ahead of 2Q25 results. For 2Q25, we model revenue to grow by 15% and net profit growth at 1%. The slower net profit growth is due to heavy price cuts under fierce competitions in provincial VBPs which leads to eroding OPM. M Update Shanghai United Imaging Healthcare Co | Asia Pacific Risk Reward Update What's Changed Shanghai United Imaging Healthcare Co (688271.S ...