CNBC reports Eli Lilly (LLY.N) and Regeneron Pharmaceuticals (REGN.O) are among the first companies selected for the US Food and Drug Administration's new pilot program.

Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Yangtze Optical Fibre and Cable, so Nomura expects supply constraints to persist short term, supporting elevated spot prices and helping Yangtze expand margins via greater AI data-center exposure. However, if new entrants successfully develop high-end products (hollow-core and multi-core fiber) and execute planned capacity additions, competition could intensify and pressure margin expansion for incumbent producers. Nomura keeps a BUY on Yangtze Optical Fibre and Cable (06869.HK) with a HK$266 target, based on FY2027 EPS of RMB9.75 and a 23.7x forward P/E.

创业板指跌幅扩大至2%，深证成指现跌1.71%，沪指现跌0.46%，PCB、CPO等概念跌幅居前。