{"id":623436,"date":"2026-03-02T23:38:43","date_gmt":"2026-03-03T07:38:43","guid":{"rendered":"https:\/\/nai500.com\/?p=623436"},"modified":"2026-03-02T23:38:43","modified_gmt":"2026-03-03T07:38:43","slug":"%e8%a7%a3%e5%af%862026%e5%b9%b4%e7%be%8e%e8%82%a1%e9%a0%98%e8%b7%91%e6%a6%9c%ef%bc%9a%e9%80%99%e5%85%ad%e9%9a%bb%e7%bf%bb%e5%80%8d%e8%82%a1%e4%bd%a0%e6%8a%93%e4%bd%8f%e4%ba%86","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/%e8%a7%a3%e5%af%862026%e5%b9%b4%e7%be%8e%e8%82%a1%e9%a0%98%e8%b7%91%e6%a6%9c%ef%bc%9a%e9%80%99%e5%85%ad%e9%9a%bb%e7%bf%bb%e5%80%8d%e8%82%a1%e4%bd%a0%e6%8a%93%e4%bd%8f%e4%ba%86\/","title":{"rendered":"\u89e3\u5bc62026\u5e74\u7f8e\u80a1\u9818\u8dd1\u699c\uff1a\u9019\u516d\u96bb\u201c\u7ffb\u500d\u80a1\u201d\u4f60\u6293\u4f4f\u4e86\u55ce\uff1f"},"content":{"rendered":"

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\u7b2c1\u540d\uff1aImmunityBio Inc. (IBRX) <\/a>\u5e74\u5167\u6f32\u5e45393.9%<\/h2>\n

ImmunityBio\u662f\u4e00\u5bb6\u81f4\u529b\u65bc\u958b\u767c\u816b\u7624\u548c\u50b3\u67d3\u75c5\u7642\u6cd5\u53ca\u75ab\u82d7\u7684\u751f\u7269\u6280\u8853\u516c\u53f8\uff0c\u6838\u5fc3\u85e5\u7269Anktiva\u901a\u904e\u589e\u5f37\u548c\u8abf\u52d5\u4eba\u9ad4\u5929\u7136\u514d\u75ab\u7cfb\u7d71\u4f86\u5c0d\u6297\u75be\u75c5\u3002\u76ee\u524d\uff0c\u516c\u53f8\u6b63\u5728\u6e2c\u8a66Anktiva\u8207\u5176\u5b83\u85e5\u7269\u806f\u7528\uff0c\u4ee5\u6cbb\u7642\u764c\u75c7\u3001\u6797\u5947\u7d9c\u5408\u5f81\u7b49\u591a\u7a2e\u75be\u75c5\u3002\u9032\u51652026\u5e74\u4ee5\u4f86\uff0cImmunityBio\u5df2\u5728\u6c99\u7279\u963f\u62c9\u4f2f\u5be6\u73feAnktiva\u7684\u5546\u696d\u4e0a\u5e02\uff0c\u4e26\u8a2d\u7acb\u611b\u723e\u862d\u5b50\u516c\u53f8\u4ee5\u7c4c\u5099\u5728\u6b50\u6d32\u7684\u4e0a\u5e02\u5de5\u4f5c\u3002\u6b64\u5916\uff0c\u516c\u53f8\u5831\u544a\u7684\u975e\u970d\u5947\u91d1\u6dcb\u5df4\u7624\u81e8\u5e8a\u7814\u7a76\u6578\u64da\u4e5f\u986f\u793a\u51fa\u5353\u8d8a\u7684\u7642\u6548\u548c\u5b89\u5168\u6027\u3002\u4e00\u7cfb\u5217\u7a4d\u6975\u9032\u5c55\u9ede\u71c3\u4e86\u6295\u8cc7\u8005\u7684\u71b1\u60c5\uff0cIBRX\u80a1\u50f9\u5e74\u5167\u5df2\u9a5a\u4eba\u5730\u4e0a\u6f32393.9%\u3002<\/p>\n

\u7b2c2\u540d\uff1aErasca Inc. (ERAS)<\/a> \u5e74\u5167\u6f32\u5e45267.2%<\/h2>\n

Erasca\u662f\u4e00\u5bb6\u5c08\u6ce8\u4e8e\u9776\u5411RAS\/MAPK\u901a\u8def\u9a45\u52d5\u764c\u75c7\u7684\u81e8\u5e8a\u968e\u6bb5\u751f\u7269\u79d1\u6280\u516c\u53f8\uff0c\u7814\u767c\u7ba1\u7dda\u6db5\u84cb\u7d50\u76f4\u8178\u764c\u3001\u975e\u5c0f\u7d30\u80de\u80ba\u764c\u53ca\u9ed1\u8272\u7d20\u7624\u7b49\u3002\u516c\u53f8\u7684\u6838\u5fc3\u8cc7\u7522\u5305\u62ecERAS-0015\u3001ERAS-4001\u548cERAS-12\uff0c\u65e8\u5728\u6291\u5236RAS\/MAPK\u4fe1\u865f\u901a\u8def\u30021\u6708\uff0cErasca\u516c\u4f48\u4e86ERAS-0015\u7684\u7a4d\u6975\u81e8\u5e8a\u6578\u64da\uff0c\u8b49\u5be6\u8a72\u85e5\u7269\u5728\u6cbb\u7642\u651c\u5e36\u4e0d\u540cRAS\u7a81\u8b8a\u7684\u591a\u7a2e\u816b\u7624\u985e\u578b\u4e2d\u51fa\u73fe\u4e86\u90e8\u5206\u7de9\u89e3\u3002\u6b64\u5916\uff0c\u8a72\u7642\u6cd5\u9084\u5c55\u73fe\u4e86\u4ee4\u4eba\u9f13\u821e\u7684\u5b89\u5168\u6027\u548c\u8010\u53d7\u6027\u3002\u5118\u7ba1ERAS-0015\u5c1a\u8655\u65bcI\u671f\u8a66\u9a57\u968e\u6bb5\uff0c\u4f46Erasca\u76ee\u524d42\u5104\u7f8e\u5143\u7684\u5e02\u503c\u4f7f\u5176\u6210\u70ba\u6f5b\u5728\u7684\u4e26\u8cfc\u6a19\u7684\u3002\u591a\u91cd\u50ac\u5316\u5291\u63a8\u52d5ERAS\u80a1\u50f92026\u5e74\u4e0a\u6f32267.2%\u3002<\/p>\n

\u7b2c3\u540d\uff1aAlumis Inc. (ALMS) <\/a>\u5e74\u5167\u6f32\u5e45204.2%<\/h2>\n

Alumis\u662f\u4e00\u5bb6\u8655\u65bc\u81e8\u5e8a\u968e\u6bb5\u7684\u751f\u7269\u6280\u8853\u516c\u53f8\uff0c\u5c08\u6ce8\u4e8e\u958b\u767c\u91dd\u5c0d\u514d\u75ab\u4ecb\u5c0e\u6027\u75be\u75c5\u7684\u53e3\u670d\u5c0f\u5206\u5b50\u7642\u6cd5\u3002\u6838\u5fc3\u5019\u9078\u85e5\u7269envudeucitinib (ESK-001) \u7528\u65bc\u6cbb\u7642\u4e2d\u91cd\u5ea6\u6591\u584a\u72c0\u9280\u5c51\u75c5\u548c\u7cfb\u7d71\u6027\u7d05\u6591\u72fc\u7621\u30021\u6708\u521d\uff0cAlumis\u5ba3\u4f48envudeucitinib\u5728\u6cbb\u7642\u4e2d\u91cd\u5ea6\u6591\u584a\u72c0\u9280\u5c51\u75c5\u60a3\u8005\u7684III\u671f\u81e8\u5e8a\u8a66\u9a57\u4e2d\uff0c\u9054\u5230\u4e86\u6240\u6709\u4e3b\u8981\u548c\u6b21\u8981\u7d42\u9ede\u3002\u516c\u53f8\u540c\u6642\u8868\u793a\uff0c\u8a08\u5283\u65bc2026\u5e74\u4e0b\u534a\u5e74\u5411\u7f8e\u570b\u98df\u54c1\u85e5\u54c1\u76e3\u7763\u7ba1\u7406\u5c40\uff08FDA\uff09\u63d0\u4ea4\u65b0\u85e5\u4e0a\u5e02\u7533\u8acb\u3002\u5e02\u5834\u666e\u904d\u9810\u671f\u8a72\u85e5\u7269\u6709\u671b\u7372\u5f97\u6279\u51c6\u4e26\u9032\u5165\u5546\u696d\u5316\u968e\u6bb5\uff0cALMS\u80a1\u50f9\u56e0\u6b64\u5728\u4eca\u5e74\u524d\u5169\u500b\u6708\u98c6\u6f32204.2%\u3002<\/p>\n

\u7b2c4\u540d\uff1aSanDisk Corp. (SNDK) <\/a>\u5e74\u5167\u6f32\u5e45167.6%<\/h2>\n

\u4f5c\u70ba\u5168\u7403\u9818\u5148\u7684NAND\u9583\u5b58\u534a\u5c0e\u9ad4\u4f9b\u61c9\u5546\uff0cSanDisk\u64c1\u6709\u5782\u76f4\u6574\u5408\u7684\u7522\u696d\u93c8\uff0c\u7d55\u5927\u591a\u6578\u9583\u5b58\u82af\u7247\u7522\u81ea\u4f4d\u65bc\u65e5\u672c\u7684\u88fd\u9020\u57fa\u5730\u30022025\u5e742\u6708\u5f9eWestern Digital\u5206\u62c6\u7368\u7acb\u4ee5\u4f86\uff0c\u516c\u53f8\u80a1\u50f9\u7d2f\u8a08\u6f32\u5e45\u5df2\u8d85\u904e1000%\u3002\u96a8\u8457AI\u6578\u64da\u4e2d\u5fc3\u5c0d\u5b58\u5132\u8a2d\u5099\u7684\u9700\u6c42\u6fc0\u589e\uff0cSanDisk\u88ab\u5e02\u5834\u8996\u70baAI\u6982\u5ff5\u80a1\u3002\u540c\u6642\uff0cNAND\u82af\u7247\u4f9b\u61c9\u77ed\u7f3a\u5c0e\u81f4\u50f9\u683c\u6301\u7e8c\u6500\u5347\uff0c\u986f\u8457\u6539\u5584\u4e86\u516c\u53f8\u7684\u5229\u6f64\u7387\u3002\u591a\u91cd\u56e0\u7d20\u63a8\u52d5\u4e0b\uff0cSNDK\u80a1\u7968\u5e74\u521d\u81f3\u4eca\u4e0a\u6f32167.6%\u3002<\/p>\n

\u7b2c5\u540d\uff1aIchor Holdings Ltd. (ICHR) \u5e74\u5167\u6f32\u5e45158.0%<\/h2>\n

Ichor Holdings\u662f\u534a\u5c0e\u9ad4\u8cc7\u672c\u8a2d\u5099\u88fd\u9020\u9818\u57df\u7684\u95dc\u9375\u5b50\u7cfb\u7d71\u53ca\u7d44\u4ef6\u4f9b\u61c9\u5546\uff0c\u6838\u5fc3\u7522\u54c1\u6db5\u84cb\u5316\u5b78\u8f38\u9001\u7cfb\u7d71\u3001\u6c23\u9ad4\u9762\u677f\u53ca\u7cbe\u5bc6\u52a0\u5de5\u90e8\u4ef6\u30022\u6708\u521d\uff0c\u516c\u53f8\u767c\u4f48\u7684\u7b2c\u56db\u5b63\u5ea6\u8ca1\u5831\u5927\u5e45\u8d85\u51fa\u5e02\u5834\u9810\u671f\uff0c\u4e26\u7d66\u51fa\u4e86\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u589e\u9577\u6307\u5f15\u3002\u7ba1\u7406\u5c64\u8868\u793a\uff0c\u96a8\u8457\u76c8\u5229\u80fd\u529b\u63d0\u5347\u6230\u7565\u7684\u9010\u6b65\u843d\u5730\uff0c\u9810\u8a082026\u8ca1\u5e74\u6bdb\u5229\u7387\u5c07\u201c\u986f\u8457\u6539\u5584\u201d\u3002\u5206\u6790\u5e2b\u666e\u904d\u9810\u8a08\u4eca\u5e74\u6676\u5713\u8a2d\u5099\u652f\u51fa\u5c07\u4fdd\u6301\u5065\u5eb7\u589e\u9577\uff0c\u9019\u4e5f\u70baIchor\u7684\u696d\u52d9\u5e36\u4f86\u4e86\u9806\u98a8\u3002\u591a\u91cd\u5229\u597d\u5171\u632f\u4e0b\uff0cICHR\u80a1\u50f92026\u5e74\u8fc4\u4eca\u5df2\u4e0a\u6f32158%\u3002<\/p>\n

\u7b2c6\u540d\uff1aKosmos Energy Ltd. (KOS) <\/a>\u5e74\u5167\u6f32\u5e45156.7%<\/h2>\n

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