Binance co-founder Changpeng "CZ" Zhao has refuted a report by the Financial Times which said YZi Labs could be opened up to external investors. Zhao said the Tuesday report was "false news...with with fake/wrong/made-up info and negative narrative," in a post on X. "As far as I know...YZi Labs is not raising an external fund," Zhao wrote. The report had said that YZi Labs, which was rebranded from Binance's venture arm Binance Labs at the start of this year, is "open to the possibility of converting in ...

YZi Labs, the family office founded by Binance co-founder Changpeng "CZ" Zhao, may open up to external investors, the Financial Times reported on Tuesday. The $10 billion investment company, which was rebranded from Binance Labs, is open to the possibility of converting into an investment fund, head of YZi Labs Ella Zhang said in an interview, according to the report. "There’s always a lot of external investors interested and we will eventually consider turning it into an external-facing fund," Zhang sai ...

TMC the metals company (NASDAQ: TMC ) is a Canada-based pre-revenue mining company, with a subsidiary, The Metals Company USA LLC. The company focuses on the deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper and cobalt. The content of these nodules makesI am a long-term investor focused on growth markets, AI and biotech opportunities in my more volatile portfolio. I try to look for undervalued and under-the-radar stocks with serious potential and good scientific ...

TMC the metals company (NASDAQ: TMC ) is a Canada-based pre-revenue mining company, with a subsidiary, The Metals Company USA LLC. The company focuses on the deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper and cobalt. The content of these nodules makesI am a long-term investor focused on growth markets, AI and biotech opportunities in my more volatile portfolio. I try to look for undervalued and under-the-radar stocks with serious potential and good scientific ...

市场表现 - 上周五三大指数集体收跌 沪指跌0.12% 深成指跌0.43% 创业板指跌1.09% [1] - 沪深两市成交额2.52万亿元 较上一交易日放量832亿元 [1] - 有色金属 存储芯片 影视院线板块涨幅居前 大金融 白酒 游戏板块跌幅居前 [1] 华泰证券观点 - 建议维持较高仓位运行 择时需回归性价比与景气度 [2] - 关注国产算力链 创新药 机器人 化工 电池及大众消费龙头领域 [2] - 交投活跃度偏高 赚钱效应扩散 小盘向大盘切换趋势减弱但未逆转 [2] 中信建投观点 - 继续重点推荐储能板块 山东电价折价提升业主自发配储意愿 宁夏推出容量电价政策 [3] - 锂电板块已兑现2025年市场需求超预期 关注2026年需求预期上修可能性 [3] - 看好氢能领域 SOFC降本带来度电成本优势 绿醇长期应用受IMO规则推动 [3] 开源证券观点 - 创新药行业进入快速成长期 2025年上半年Biotech企业收入稳定增长 净亏损快速收窄 [4] - 中国创新药资产出海加速 BD交易总金额持续刷新纪录 [4] - 建议关注未来6-12个月下一代IO 减重 小核酸等7个创新药赛道投资机会 [4]

公司业务与规模 - CVS健康公司和联合健康集团是美国两大健康保险提供商 CVS通过传统、自愿等方式服务约3700万人 [1] 行业研究服务 - 投资服务提供生物技术、制药和医疗保健行业的趋势和催化剂分析 包括关注股票动态和估值驱动因素 [1] - 服务涵盖产品销售预测、整合财务报表、贴现现金流分析和市场分析 覆盖所有大型制药公司 [1] - 投资服务包含买入和卖出评级建议 为生物技术投资新手和经验丰富者提供催化剂提示 [1] 研究背景 - 行业分析由拥有超过5年生物技术、医疗保健和制药领域经验的专业人士进行 已完成1000多家公司的详细报告 [1]

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 US investors' interest goes beyond the ADR and internet space to include the onshore A-share market: Historically, we had observed that US investors tended to focus more on the ADR space due to trading hour/time zone constraints. That said, there are a number of themes and segments that have been gaining more prominence over the last several years and are now more exclusively traded in Hong Kong and the onshore A share market, including AI/semiconductors, humanoids/ robotics, as ...

公司管理层背景 - 首席执行官Jeffrey Dayno为神经科医生 拥有10年临床学术医学经验和27年行业经历 涵盖大型制药和生物技术领域[2] - 首席财务官Sandip Kapadia拥有超过25年生物技术行业经验 兼具大型制药和生物技术公司背景[3] - 两位高管均明确表示更偏好生物技术领域 认为其更具动态性和发展潜力[5] 公司发展历程 - Harmony Biosciences于2017年10月正式成立[2] - 公司目前处于成长阶段 正积极拓展产品管线[2] - 首席财务官已在公司任职4年 参与公司发展过程[3] 会议背景 - 本次会议为Cantor全球医疗保健会议 由生物技术分析师Pete Stavropoulos主持[1] - 会议旨在介绍Harmony Biosciences公司情况和发展前景[1]

新闻内容分析 - 文章为投资通讯订阅推广内容 主要介绍Haggerston BioHealth投资小组提供的生物科技、制药和医疗保健行业股票研究服务 [1] 投资服务内容 - 提供每周通讯 涵盖生物科技、制药和医疗保健行业股票动态 [1] - 包含关键趋势和估值驱动因素分析 [1] - 为新手和经验丰富的生物科技投资者设计 [1] - 提供催化剂预警和买卖评级 [1] - 涵盖所有大型制药公司的产品销售和预测 [1] - 包含预测、综合财务报表、贴现现金流分析和市场细分分析 [1] 分析师背景 - Edmund Ingham担任生物科技顾问 [1] - 拥有超过5年生物科技、医疗保健和制药行业研究经验 [1] - 已完成超过1,000家公司的详细报告 [1] - 领导Haggerston BioHealth投资小组 [1]

公司动态 - BNB Network Company (BNC) 宣布购入88,888 BNB 代币 巩固其全球最大BNB企业持有者地位 [1] - 本周早些时候公司已购入200,000 BNB 代币 朝着2025年底持有BNB总供应量1%的目标迈进 [1] - 若完全执行计划（包括可能行使价值7.5亿美元的认股权证） BNC的BNB持仓规模将超12.5亿美元 成为全球最显眼的数字资产国库之一 [4] 战略定位 - 公司采用单一资产专注策略 通过资本部署捕获BNB网络效应 参与链上收益策略 直接对接BNB生态长期增长 [3] - CEO表示每次购买都强化公司地位 目标是成为BNB领域的机构标杆载体 [3] 行业背景 - BNB是BNB Chain原生代币 该链以日活地址数和去中心化交易量计排名第一 [2] - BNB具备通缩供应模型 深度DeFi采用 以及行业增速最快的开发者与用户基础 [2] - BNB生态总锁仓价值超120亿美元 已成为Web3基础设施核心支柱 [2] 关联机构 - BNC是CEA Industries Inc旗下资金管理业务 纳斯达克上市公司 专注构建全球最大BNB企业国库 [7] - YZi Labs管理超100亿美元资产 投资组合覆盖300+项目 重点关注Web3/AI/生物科技领域 [5] - 10X Capital是新一代投资公司 通过公私市场连接机构资本与数字资产机会 擅长数字资产国库建设 [6]