托尼财笔记

$MRNA.US $MRNAon
#莫德纳股价涨超12% #CancerResearch
Overnight, its market value surged by $44.5 billion, and its share price skyrocketed 177% in a single day—this isn’t just meme-stock hype. It’s the real story played out by US biotech firm Moderna on August 19.
What sparked this capital frenzy was a buzzword that has thrilled countless people: the success of a Phase 3 clinical trial for an mRNA cancer vaccine. The first of its kind.
Musk then commented on the social platform: "mRNA technology turns curing diseases into a software problem."
It sounds like the opening of a sci‑fi movie. But don’t get too excited yet—we’ll break it down piece by piece.

#牛来 $牛来
The most mind-bending story of the 2026 summer box office isn’t that any big-budget film set a ticket-sales record. Instead, it’s an animated movie whose visuals are so crude they’re like a “poster scam” (Niu Lai). With a budget of less than 200,000 yuan, it leveraged a box office in the tens of millions, pushing a mother and son into the legend of “overnight wealth.”
Two people, five years, and a computer.
(Niu Lai)’s cast and crew—so short it doesn’t feel like a full theatrical feature film: only two people.
Director Xin Yumeng, born in the 1990s, an unconventional background—she wasn’t trained in film. In her early years, she worked on renovation projects. Her mother, Sun Lifang, is a teacher who retired in the 1960s. The producer is Dalian Jingyuan Culture & Film Media Co., Ltd., whose predecessor was originally a renovation company. Only in 2021 did it rebrand and pivot into filmmaking. Its registered capital is just 100,000 yuan, and for the long term only one person is insured.

#机器人 #宇树科技 $TSLA $KOID.ETF $HUMN.ETF
At 9:30 tomorrow morning, the STAR Market will see one of the most "crowded" openings in recent years.
Unitree Robotics (688836) will be formally listed on the STAR Market of the Shanghai Stock Exchange tomorrow. This is not a routine IPO—it's a company that ranks #1 globally in shipment volume of quadruped robots, and also #1 globally in humanoid robot shipments in 2025 with over 5,500 units. It’s the first time it has stepped onto the A-share stage.
A few numbers, feel the heat:
The issue price is 150.80 yuan per share, with an issue market value of about 61 billion yuan;
Online subscription accounts: 9.78 million, a historical high for the Science and Technology Innovation Board;
The winning rate is only 0.018%. It’s the hardest to get selected in the STAR Market—no question about it;