Market Wrap | Novo Nordisk Shares Surge on FDA Approval for Wegovy

2025年8月18日（星期一），美东时间标普500指数跌0.01%，道琼斯指数跌0.08%，纳斯达克指数涨0.03%。尽管通胀数据表现分化，影响了降息预期，投资者仍在等待鲍威尔在杰克逊霍尔的发言，以期获得美联储政策转向的明确信号，这对美国股市产生了显著影响。中信证券指出，美股“降息交易”欲行又止，而光大期货则认为，通胀数据的分化导致美联储降息幅度预期有所反复。

The market saw a mixed performance across various sectors. The utilities, healthcare, consumer staples, energy, communication services, materials, and real estate sectors underperformed the S&P 500. Conversely, the technology, consumer discretionary, industrials, and financial sectors bucked the trend and posted gains.

Novo Nordisk shares rose 3.71% today, driven by the FDA's approval of Wegovy for treating liver disease in millions of U.S. patients. This approval significantly boosts Novo Nordisk's growth prospects, as it expands the potential market for its weight management drug. The company is now poised to capitalize on the growing demand for effective treatments for liver disease, which affects a large segment of the U.S. population.

MasterBeef shares surged over 80%, driven by a dual listing that enhanced liquidity and investor access. Soligenix also saw a significant rise of nearly 78%, following the FDA's orphan drug designation for dusquetide, which offers market exclusivity and regulatory benefits. Meanwhile, TPI Composites experienced a sharp decline of nearly 46%, due to extended negative momentum. Enlivex Therapeutics dropped over 31%, despite favorable trial results.

NVIDIA CEO Jensen Huang sold 150,000 shares for $27.1 million on August 14-15, potentially impacting the company's stock performance. Citigroup reports that the S&P 500 index is advancing along a "parallel path," driven by large growth stocks and the AI sector, suggesting potential shifts in market dynamics. Apple is developing a new operating system, codenamed "Charismatic," likely for smart home and desktop robots, indicating a strategic push into new technology domains. Jerome Powell's upcoming speech at the Jackson Hole meeting is crucial for investors, as bond markets anticipate a potential Fed rate cut, amidst mixed signals from recent inflation data.