FINWIRES · TerminalLIVE
FINWIRES

Market Chatter: Japan to Unveil New Indo-Pacific Plan in Vietnam

-- Japan is preparing to roll out a revised Indo-Pacific strategy that places supply chain resilience and economic security at its core, with Prime Minister Sanae Takaichi set to present the plan during a visit to Vietnam, Nikkei reported Thursday.

The trip, which also includes Australia, will focus on strengthening regional cooperation, particularly with Southeast Asian economies. The updated framework reshapes the approach first introduced in 2016 to reflect intensifying rivalry over critical technologies and resources, according to the report.

At the center of the plan are efforts to secure key materials such as rare earths, diversify energy sourcing, and reduce exposure to disruptions seen during recent global crises. Japan also aims to expand collaboration in areas such as artificial intelligence, semiconductors and quantum technology through greater public and private investment, the report said.

Security ties will be reinforced through expanded use of defense assistance programs that supply equipment to partner countries, alongside development aid to deepen economic links, according to the report.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

相關文章

Australia

再生元公司稱,FDA已加速批准其治療遺傳性聽力損失的療法

再生元公司(Regeneron,股票代碼:REGN)週四宣布,美國食品藥物管理局(FDA)已加速批准其治療OTOF基因相關聽力損失的藥物Otarmeni用於治療兒童和成人患者。 根據一份聲明,FDA的批准是基於正在進行的Chord試驗。試驗顯示,20名受試者中有16名在純音測聽評估中聽力有所改善,其中14名表現出聽覺腦幹反應。 再生元公司表示,Otarmeni的持續批准可能取決於Chord試驗驗證性部分中臨床益處的驗證和描述。 該公司表示,將為美國符合臨床條件的患者免費提供Otarmeni。 該公司股價週四上漲2%。Price: $761.47, Change: $+14.89, Percent Change: +1.99%

$REGN
Sectors

產業動態:醫療保健

週四下午,醫療保健類股下跌,紐約證券交易所醫療保健指數下跌0.5%,道富醫療保健精選行業SPDR ETF(XLV)下跌0.7%。 iShares生物技術ETF(IBB)下跌1.9%。 公司新聞方面,賽默飛世爾科技(TMO)週四上調了全年業績預期,因為其第一季業績強於預期,儘管內生成長低於分析師預期。該公司股價下跌10.9%。

$TMO
Research

美國銀行稱,德州儀器將受益於工業復甦和資料中心需求成長。

美國銀行週四發布的一份報告指出,德州儀器 (TXN) 預計將受益於工業復甦,尤其是在航空航天/國防、資料中心需求以及其美國本土製造業務帶來的收益成長。 該券商也表示,隨著德州儀器逐步擺脫大規模資本支出週期,其自由現金流可望更加強勁。報告也指出,德州儀器能夠利用過去三年在美國晶圓廠的巨額資本支出,在「資源受限」的晶片市場中搶佔市場份額。 美國銀行也表示,看好德州儀器在直流電源領域的定位,該公司「在機架級產品中佔據主導地位,並且隨著架構向更高電壓/更高功率密度系統發展,其專用插座業務也呈現增長勢頭」。 然而,美國銀行指出,持續的地緣政治動盪仍然是整個產業面臨的風險,但補充說,德州儀器歷來具有相對更強的防禦性。 美國銀行將該股評級從“中性”上調至“買入”,並將目標價從 235 美元上調至 320 美元。Price: $283.62, Change: $+47.31, Percent Change: +20.02%

$TXN