{"id":590132,"date":"2025-08-27T22:49:10","date_gmt":"2025-08-28T05:49:10","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/08\/billionaire-druckenmiller-and-analysts-bet-on-viking-therapeutics-as-next-glp-1-dark-horse\/"},"modified":"2025-08-27T22:49:41","modified_gmt":"2025-08-28T05:49:41","slug":"%e4%b8%8b%e4%b8%80%e5%8c%b9%e9%bb%91%e9%a6%ac%ef%bc%81%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81%e5%92%8c%e5%88%86%e6%9e%90%e5%b8%ab%e7%82%ba%e4%bd%95%e9%83%bd%e7%9c%8b%e5%a5%bd%e9%80%99%e5%8f%aaglp-1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/08\/%e4%b8%8b%e4%b8%80%e5%8c%b9%e9%bb%91%e9%a6%ac%ef%bc%81%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81%e5%92%8c%e5%88%86%e6%9e%90%e5%b8%ab%e7%82%ba%e4%bd%95%e9%83%bd%e7%9c%8b%e5%a5%bd%e9%80%99%e5%8f%aaglp-1\/","title":{"rendered":"\u4e0b\u4e00\u5339\u9ed1\u99ac\uff01\u5104\u842c\u5bcc\u7fc1\u548c\u5206\u6790\u5e2b\u70ba\u4f55\u90fd\u770b\u597d\u9019\u53eaGLP-1\u80a1\u7968\uff1f"},"content":{"rendered":"<p>GLP-1\u8cfd\u9053\u76ee\u524d\u7531\u8afe\u548c\u8afe\u5fb7\u548c\u79ae\u4f86\u5169\u5927\u5de8\u982d\u4e3b\u5c0e\uff0c\u5f62\u6210\u4e86\u201c\u96d9\u96c4\u722d\u9738\u201d\u7684\u5c40\u9762\u3002\u81f3\u65bc\u9019\u4e00\u9ad8\u589e\u9577\u9818\u57df\u7684\u201c\u8001\u4e09\u201d\u7a76\u7adf\u662f\u8ab0\uff0c\u96d6\u7136\u76ee\u524d\u4e26\u6c92\u6709\u4e00\u500b\u516c\u8a8d\u7684\uff0c\u7a69\u5750\u7b2c\u4e09\u628a\u4ea4\u6905\u7684\u4f01\u696d\uff0c\u4f46<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=VKTX\">Viking Therapeutics\uff08NASDAQ: VKTX\uff09<\/a>\u7d55\u5c0d\u4f4d\u5217\u5176\u4e2d\u3002<\/p>\n<p>\u4eca\u5e74\u4ee5\u4f86\uff0cViking Therapeutics\u7684\u80a1\u50f9\u4e0b\u8dcc\u8d85\u904e35%\u3002\u4e0d\u904e\uff0c\u96a8\u8457\u80a1\u50f9\u66b4\u8dcc\uff0c\u5e02\u5834\u5c0d\u65bc\u9019\u53eaGLP-1\u80a1\u7968\u7684\u770b\u6f32\u60c5\u7dd2\u4e5f\u8207\u65e5\u4ff1\u589e\u3002\u6839\u64da\u83ef\u723e\u8857\u5206\u6790\u5e2b\u7684\u5171\u8b58\u76ee\u6a19\u50f9\uff0c\u8a72\u80a1\u80a1\u50f9\u6f5b\u5728\u4e0a\u6f32\u7a7a\u9593\u9ad8\u9054245%\u3002\u53e6\u64da\u6700\u65b013F\u6301\u5009\u5831\u544a\u986f\u793a\uff0c\u5104\u842c\u5bcc\u7fc1Stanley Druckenmiller\u4e5f\u8cb7\u8dcc\u9019\u53ea\u88fd\u85e5\u80a1\u3002<\/p>\n<h2>Druckenmiller\u70ba\u4f55\u6284\u5e95Viking Therapeutics\uff1f<\/h2>\n<p>\u6839\u64da\u8a72\u6a5f\u69cb\u7b2c\u4e8c\u5b63\u5ea6\u768413F\u6587\u4ef6\uff0cDruckenmiller\u7684\u5bb6\u65cf\u8fa6\u516c\u5ba4Duquesne Family Office\u65b0\u5efa\u5009\u8cb7\u5165\u4e86Viking Therapeutics\u80a1\u7968\u3002\u6839\u64da\u7f8e\u570b\u8b49\u5238\u4ea4\u6613\u59d4\u54e1\u6703\uff08SEC\uff09\u7684\u898f\u5b9a\uff0c\u7ba1\u7406\u8cc7\u7522\u8d85\u904e1\u5104\u7f8e\u5143\u7684\u6295\u8cc7\u6a5f\u69cb\u6bcf\u500b\u5b63\u5ea6\u90fd\u9700\u8981\u63d0\u4ea413F\u8868\u683c\uff0c\u8a73\u7d30\u5217\u660e\u9019\u4e9b\u6a5f\u69cb\u5728\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u8cb7\u8ce3\u7684\u80a1\u7968\u3002<\/p>\n<p>\u5728Druckenmiller\uff0cViking\u63d0\u4f9b\u4e86\u4e00\u500b\u96e3\u5f97\u7684\u4e0d\u5c0d\u7a31\u6295\u8cc7\u6a5f\u6703\uff0c\u5373\u6f5b\u5728\u6536\u76ca\u9060\u5927\u65bc\u6f5b\u5728\u98a8\u96aa\u7684\u60c5\u6cc1\u3002\u98a8\u96aa\u6295\u8cc7\u5c31\u662f\u4e00\u500b\u6559\u79d1\u66f8\u5f0f\u7684\u4f8b\u5b50\uff1a\u5927\u591a\u6578\u65e9\u671f\u516c\u53f8\u90fd\u6703\u5931\u6557\uff0c\u4f46\u4e00\u96bb\u201c\u7368\u89d2\u7378\u201d\u7684\u56de\u5831\u5c31\u8db3\u4ee5\u8986\u84cb\u6574\u500b\u57fa\u91d1\u640d\u5931\u3002<\/p>\n<p>\u6211\u5011\u53ef\u4ee5\u7528\u540c\u6a23\u7684\u8996\u89d2\u4f86\u770b\u5f85Viking\u3002\u8a72\u516c\u53f8\u6b63\u5728\u63a8\u9032\u4e00\u7cfb\u5217\u80a5\u80d6\u548c\u9ad4\u91cd\u7ba1\u7406\u85e5\u7269\u7814\u767c\u7ba1\u7dda\u3002\u5118\u7ba1\u8fd1\u671f\u56e0\u53e3\u670dGLP-1\u6e1b\u80a5\u5019\u9078\u85e5\u7269VK2735\u7684\u4e8c\u671f\u81e8\u5e8a\u8a66\u9a57\u7d50\u679c\u672a\u9054\u5e02\u5834\u9810\u671f\u800c\u80a1\u50f9\u91cd\u632b\uff0c\u4f46\u83ef\u723e\u8857\u5206\u6790\u5e2b\u6b64\u5f8c\u4ecd\u4fdd\u6301\u6a02\u89c0\uff0c\u591a\u5bb6\u6a5f\u69cb\u91cd\u7533\u8cb7\u5165\u8a55\u7d1a\u3002\u80cc\u5f8c\u908f\u8f2f\u5728\u65bc\uff1a<\/p>\n<ul>\n<li>\u7ba1\u7406\u5c64\u6307\u51fa\u8a66\u9a57\u4e2d98%\u7684\u4e0d\u826f\u53cd\u61c9\u70ba\u8f15\u81f3\u4e2d\u5ea6\uff0c\u80c3\u8178\u9053\u76f8\u95dc\u53cd\u61c999%\u70ba\u8f15\u4e2d\u5ea6\uff1b<\/li>\n<li>\u6700\u9ad8\u5291\u91cf\u7d4413\u5468\u5167\u5e73\u5747\u6e1b\u91cd2%\uff0c\u4e14\u672a\u51fa\u73fe\u5e73\u81fa\u671f\u300216\u5468\u6578\u64da\u986f\u793a\u6e1b\u91cd\u6548\u679c\u9032\u4e00\u6b65\u5f37\u5316\uff1b<\/li>\n<li>\u8207\u79ae\u4f86\u53e3\u670dGLP-1\u85e5\u7269orforglipron\uff0872\u5468\u6e1b\u91cd4%\uff09\u76f8\u6bd4\uff0cVK2735\u7528\u4e0d\u5230\u56db\u5206\u4e4b\u4e00\u7684\u6642\u9593\u5c31\u9054\u6210\u76f8\u8fd1\u7642\u6548\u3002<\/li>\n<\/ul>\n<p>\u6b64\u5916\uff0c\u516c\u53f8\u76ae\u4e0b\u6ce8\u5c04\u7248VK2735\u5df2\u9032\u5165\u4e09\u671f\u8a66\u9a57\uff0c\u6cbb\u7642\u4ee3\u8b1d\u529f\u80fd\u969c\u7919\u76f8\u95dc\u8102\u80aa\u6027\u809d\u708e\uff08MASH\uff09\u7684VK2809\u4e5f\u5373\u5c07\u9032\u5165\u4e09\u671f\u3002<\/p>\n<p>\u5118\u7ba1Viking\u4ecd\u8655\u65bc\u81e8\u5e8a\u8a66\u9a57\u968e\u6bb5\uff0c\u4f46\u5373\u4f7f\u5019\u9078\u85e5\u7269\u4e2d\u6709\u4e00\u500b\u7372\u5f97FDA\u6279\u51c6\uff0c\u90fd\u53ef\u80fd\u91cb\u653e\u5de8\u5927\u7684\u4e0a\u6f32\u6f5b\u529b\uff0c\u540c\u6642\u5728\u5229\u6f64\u8c50\u539a\u7684\u6e1b\u80a5\u85e5\u5e02\u5834\u4e0a\u4f54\u64da\u4e00\u5e2d\u4e4b\u5730\u3002\u9ad8\u76db\u7684\u7814\u7a76\u986f\u793a\uff0c\u5230\u4e0b\u4e00\u500b\u5341\u5e74\uff0c\u5168\u7403\u80a5\u80d6\u8b77\u7406\u85e5\u7269\u7684\u7e3d\u5e02\u5834\u898f\u6a21\uff08TAM\uff09\u6216\u90541200\u5104\u7f8e\u5143\uff0c\u8db3\u4ee5\u5bb9\u5f97\u4e0b\u9664\u4e86\u79ae\u4f86\u548c\u8afe\u548c\u8afe\u5fb7\u4e4b\u5916\u7684\u5176\u4ed6\u7af6\u722d\u8005\u3002<\/p>\n<h2>\u9ad8\u98a8\u96aa\/\u9ad8\u56de\u5831\u62bc\u6ce8<\/h2>\n<p>\u6295\u8cc7\u9019\u53eaGLP-1\u80a1\u7968\u7684\u6839\u672c\u908f\u8f2f\u5728\u65bc\u5c0d\u81e8\u5e8a\u6210\u529f\u7684\u9ad8\u98a8\u96aa\/\u9ad8\u56de\u5831\u62bc\u6ce8\u3002\u5c0d\u65bc\u6f5b\u5728\u7684\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u662f\u5426\u8cb7\u5165Viking Therapeutics\u80a1\u7968\u6700\u7d42\u53d6\u6c7a\u65bc\u500b\u4eba\u7684\u98a8\u96aa\u627f\u53d7\u80fd\u529b\u3002\u96d6\u7136\u8a66\u9a57\u6210\u529f\u8207\u5426\u5145\u6eff\u4e86\u4e0d\u78ba\u5b9a\u6027\uff0c\u4f46\u6e1b\u80a5\u85e5\u5e02\u5834\u9019\u584a\u80a5\u8089\u537b\u662f\u78ba\u5b9a\u7684\u3002\u56e0\u6b64\uff0cViking\u65e2\u6709\u53ef\u80fd\u6210\u70ba\u9ad4\u91cd\u7ba1\u7406\u9818\u57df\u7684\u4e0b\u4e00\u500b\u7a81\u7834\uff0c\u4f46\u4e5f\u540c\u6a23\u53ef\u80fd\u906d\u9047\u632b\u6298\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GLP-1\u8cfd\u9053\u76ee\u524d\u7531\u8afe\u548c\u8afe\u5fb7\u548c\u79ae\u4f86\u5169\u5927\u5de8\u982d\u4e3b\u5c0e\uff0c\u5f62\u6210\u4e86\u201c\u96d9\u96c4\u722d\u9738\u201d\u7684\u5c40\u9762\u3002\u81f3\u65bc\u9019\u4e00\u9ad8\u589e\u9577\u9818\u57df\u7684\u201c\u8001\u4e09\u201d\u7a76\u7adf\u662f\u8ab0 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":590127,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2126,563,2233,564],"class_list":{"0":"post-590132","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag--zh-hant","11":"tag-2233","12":"tag-564","13":"sectors-life-science-zh-hant","14":"locations-us-zh-hant","15":"exchange-nasdaq-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590132","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=590132"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590132\/revisions"}],"predecessor-version":[{"id":590135,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/590132\/revisions\/590135"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/590127"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=590132"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=590132"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=590132"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}