【山东：重点发展针对治疗恶性肿瘤、血液病等的抗体药物】《山东省医药工业“十五五”发展行动方案（征求意见稿）》公开征求意见。其中提到，聚焦重大传染病、呼吸道感染、恶性肿瘤、耐药感染、自身免疫、代谢系统、中枢神经系统等疾病,加快发展单克隆抗体药物、双特异性抗体、三特异性抗体、抗体偶联药物、重组蛋白、细胞与基因治疗药物、创新疫苗以及海洋生物药等重点领域，推动核心技术攻关,加速产业化进程。其中，重点发展针对治疗恶性肿瘤、血液病、自身免疫疾病、代谢性疾病、眼科疾病、神经系统用药、心血管疾病和抗感染性疾病等的抗体药物。支持多功能抗体药物、抗体融合蛋白、纳米抗体、组合抗体、抗体复方制剂和高浓度制剂,以及新型ADC药物等创新技术平台发展,提高产业化能力。

U.S. President Trump told reporters at the White House on the 19th he expects to meet North Korean leader Kim Jong Un later this year. When asked about an autumn meeting he replied in the affirmative and said he knows Kim well and gets along with him.

JP Morgan's markets intelligence team says that as AI compute demand expands over the next few years, shipment capacity for Nvidia GPUs, Google TPUs and similar AI chips could increasingly be constrained by HBM and memory supply. Micron recently said customer demand remains materially higher than supply even at current memory prices, and vendors often meet less than half of demand. SK Hynix, Samsung and Micron control limited HBM capacity, reinforcing large buyers' long-term procurement ties; buyers who exit long-term contracts may face lower allocation priority in the next capacity crunch. HBM allocations are directly limiting how many GPUs and TPUs can be delivered.