惠譽評級：如果霍爾木茲海峽的航運中斷持續到2027年大部分時間，海灣合作委員會成員國的信用評級風險可能會上升。

CMB Securities said an improving financing backdrop is restoring funding for innovative drug R&D. Jan–Aug 2026 global pharma primary+secondary financing totaled $53.8bn, up 72% YoY and about 92% of 2025 full-year. China 1H BD deal value and license-out-to-overseas volumes are set to hit record highs, and primary-market financing has markedly improved since 2026. China CXO sector 1H revenues and net profit attributable to parent rose 24.5% and 52.7% YoY respectively, with profit growth near the prior cycle peak. Backlogs and new orders are broadly recovering and industry leaders have raised full-year guidance. Offshore preclinical R&D demand has turned up; Charles River’s DSA book-to-bill reached a four-year high. AI-driven drug discovery could further boost R&D efficiency, supporting sector demand.

美國財長貝森特：看到非市場經濟體正在吸走其他經濟體的增長。