The State Council has approved and seven agencies jointly issued the Disease Prevention and Control 15th Five-Year Plan. The National Health Commission, National Disease Control Bureau, NDRC, Ministry of Finance, Ministry of Agriculture and Rural Affairs, CUSTOMS and National Administration of Traditional Chinese Medicine set a 2030 goal to establish a modern, China-specific disease-control system, strengthen institutional frameworks to prevent and defuse large-scale epidemic risk, and operate a

2026-07-27

The State Council has approved and seven agencies jointly issued the Disease Prevention and Control 15th Five-Year Plan. The National Health Commission, National Disease Control Bureau, NDRC, Ministry of Finance, Ministry of Agriculture and Rural Affairs, CUSTOMS and National Administration of Traditional Chinese Medicine set a 2030 goal to establish a modern, China-specific disease-control system, strengthen institutional frameworks to prevent and defuse large-scale epidemic risk, and operate a multi-trigger, fast-response infectious disease surveillance and early-warning system. The plan calls for substantial upgrades to scientific assessment, precision prevention, emergency response, clinical treatment and medical-supplies保障 capacity, breakthroughs in public-health research and workforce development, fuller preparedness for emerging infectious-disease outbreaks, effective control of key infectious-disease risks and containment of major disease harms.

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2026-07-27

Meta即将于7月29日美股盘后公布二季度财报。德意志银行在最新研报中对财报做了预测,并表示Meta目前的估值(约16倍未来12个月EPS)低于标普500,未能充分反映其广告业务的耐久性及在AI订阅、云服务等领域的巨大增量空间。维持“买入”评级,目标价800美元: 1. 广告核心业务持续走强: 预计Meta 2Q26营收约605亿美元(同比增长27%),接近指引上限。这一增长主要受AI驱动的排名与营销自动化工具(如Advantage+)推动,提升了广告主ROI并吸引了更多预算。Instagram用户时长保持两位数增长,进一步巩固了基本面。 2. AI研发进入快速爆发期: Meta Superintelligence Labs已完成算力堆栈重建,进入更可预测的产品周期(如Muse Spark 1.1)。公司目标是在年底重返前沿性能水平,并计划长期向原生LLM推荐架构转型,以更精准地匹配内容与广告。 3. 显性AI变现路径日益清晰: 订阅服务:涵盖消费者、AI及商业端,预计到2027年可产生45亿至156亿美元收入。 商业智能体:周对话量已达1000万次(增长10倍),预计2027年开启

2026-07-27

新加坡元兑美元短线小幅走高,此前新加坡金管局上调汇率区间斜率。