Financial News, August 3, 2026

【Answer 1】 0. Global stock market index information 1. Dutch semiconductor equipment manufacturer ASML released its Q2 financial results, reporting quarterly revenue of €9.33 billion—exceeding market expectations—and raised its full-year guidance. AI chipmakers continue to significantly increase orders for lithography systems. 2. NVIDIA released its latest quarterly operational update: its data center business maintained steady growth, orders for the Blackwell-series AI chips remain tight, and enterprise demand for pre-computing capacity is expected to remain robust over the medium to long term. 3. South Korea’s official statistics show chip exports reached $41 billion in July, up 178.8% year-on-year. Surging AI computing demand continues to drive strong performance in memory chips, with Samsung and SK Hynix operating at full capacity. 4. Amazon released its Q2 2026 financial results on July 31, reporting total revenue of $200.6 billion, up 20% year-on-year; AWS cloud business revenue rose 36.7% year-on-year—the highest growth rate in 18 quarters. 5. Tesla announced the discontinuation of its 0% APR financing program for the Model Y in North America and raised the annualized loan interest rate for higher-tier Model 3 variants to improve its persistently pressured profitability. 6. Kioxia reported Q1 operating profit of ¥1.27 trillion—below market expectations—and plans to expand the scope of its long-term supply agreements, targeting coverage of 50% of its production capacity by 2028. 7. ExxonMobil and Chevron reported their Q2 results, posting adjusted net profits of $14.7 billion and $12 billion respectively. High oil prices drove profit growth, and both companies continue to ramp up investments in oil and gas exploration. 8. Eurozone July CPI preliminary reading rose 2.9% year-on-year; core CPI rose 2.5% year-on-year. Rising energy prices pushed up inflation, prompting multiple institutions to raise expectations for an ECB rate hike in September. 9. BP has initiated the sale process for its UK North Sea oil and gas assets, planning to exit North Sea oil production—a business it has operated for 60 years—to optimize its global asset portfolio. 10. Moderna released interim clinical trial data for its norovirus vaccine, which failed to meet pre-specified clinical success criteria; the company announced adjustments to its subsequent R&D advancement plan. 11. BlackRock published an industry research report arguing that current market sentiment toward the AI sector is overly pessimistic, while long-term demand for computing infrastructure remains stable; it maintains a positive outlook on the global semiconductor supply chain. 12. xAI partnered with major overseas cloud service providers; the Grok large language model has officially been deployed on third-party public clouds and is now available globally for enterprise model invocation services. 13. AMD officially announced its mass production plan for its next-generation AI accelerator chips, with commercial shipments scheduled to begin in Q4, targeting liquid-cooled data center computing clusters. 14. The Bank of Canada released its Financial Stability Report, warning that commercial real estate debt risks in Canada continue to rise and pledging ongoing monitoring of corporate credit default indicators. 15. Novo Nordisk raised its full-year sales guidance for its weight-loss drugs and is expanding its manufacturing facility in France, aiming to increase global drug production capacity by 60% by 2027. 16. Blackstone Group unveiled its investment plan to acquire $21 billion worth of North American energy storage assets over the next three years, focusing on infrastructure supporting new energy development.

2026 JPM: The Next 'Blockbuster Drug' Race

【Answer 2】 At the 2026 J.P. Morgan Healthcare Conference (JPM), multinational pharmaceutical companies disclosed extensive updates on their pipelines and long-term strategies—not only to address looming patent expirations but also to aggressively position themselves in the race for the next blockbuster drug. 01 Pipeline Diversification and the 'One-Two Punch' Strategy Facing the risk of steep revenue declines triggered by patent expirations of core products, diversifying the product pipeline has become the top strategic priority for multinational pharma firms. This 'one-two punch' approach no longer hinges on identifying a single 'super-blockbuster', but instead pursues balanced, multi-product, multi-therapeutic-area, and multi-stage development to effectively spread risk. Sanofi exemplifies this strategy. Its flagship product, Dupixent (dupilumab), has been a key growth engine over recent years—generating over $14 billion in sales in 2024—but its patent protection expires in 2031. In response, Sanofi has opted not to bet everything on one successor drug, but rather to build a diversified late-stage R&D pipeline spanning immunology, respiratory diseases, cardiovascular conditions, and vaccines. At the 2026 JPM conference, Sanofi CEO Paul Hudson explicitly stated that the company has recently intensified its business development efforts and will further increase the acquisition of early-stage R&D assets to continuously inject new momentum into its pipeline. According to disclosures, Sanofi plans to add 8–12 high-quality R&D programs, with multiple key catalysts—including regulatory submissions and clinical trial milestones—expected by 2027. Earlier this month, Sanofi entered a landmark collaboration with Earendil (a subsidiary of Chinese AI-driven drug discovery firm Huashen Pharmaceuticals), paying a $160 million upfront fee to co-develop a bispecific antibody for autoimmune diseases—an illustrative execution of its diversified pipeline and external innovation-integration strategy. Bristol Myers Squibb (BMS) likewise prioritizes pipeline diversification to mitigate revenue pressure from multiple key product patent expirations. At JPM, BMS CEO Chris Boerner emphasized that business development (BD) remains the top capital allocation priority for 2026. BMS aims to launch more than ten new drugs by 2030, building a diversified portfolio across multiple therapeutic areas. At this year’s JPM conference, BMS highlighted six pipeline candidates with multi-billion-dollar sales potential: Cobenfy (a combination of trospium chloride and chlordiazepoxide) for psychiatric disorders; Milvexian, an anticoagulant; Admilparant, for pulmonary fibrosis; Pumitamig, a PD-L1/VEGF-A bispecific antibody; and two molecular glues—Iberdomide and Mezigdomide. These programs span neuroscience, cardiovascular disease, immunology, and oncology. Chris Boerner revealed that BMS completed $30 billion worth of transactions over the past two years—including five deals closed in 2025—and will continue leveraging strategic transactions to achieve stronger growth.

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