智谱(02513.HK)涨超20%，成交额超37亿港元，公司拟折价约13%配股筹资逾314亿港元。

July 7 — China's National Healthcare Security Administration (NHSA) said that during the selection phase of the 12th national centralized drug procurement an unnamed imported originator submitted a purported joint expert recommendation signed by 31 hospitals and 78 doctors; NHSA verification found more than 80% of the signatures were false. On July 8 Bayer China said the company cited in reports is not Bayer and that Bayer complies with Chinese laws and regulations.

After being added to the Nasdaq-100 on July 7, SpaceX shares plunged about 35% from their recent peak to below $147 the following day, nearly wiping out IPO gains. The company’s market cap is about $1.9 trillion while 2025 revenue is roughly $18.7 billion, implying a valuation near 100x 2025 sales. Starlink accounts for more than $11 billion of 2025 revenue, roughly 60% of the total, but SpaceX remains loss-making: a $4.9 billion loss in 2025 and a $4.3 billion loss in Q1 2026, alongside continued heavy capex for Starship and investments in xAI. Current prices already price in sustained Starlink growth, Starship progress and AI returns; any setback in those drivers would pose downside risk. Despite the pullback, the stock is still expensive and lacks a margin of safety given multibillion-dollar losses; the recommended approach is to wait for Starlink to demonstrate profits that exceed ongoing spending.