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畜禽养殖与饲料环节：对应蛋白质供应，受生物周期与规模化进程驱动，在指数中权重占比较高，代表企业包括牧原股份、温氏股份（生猪养殖）、海大集团（饲料）。
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2026年开年的BD热潮，为这一问题提供了清晰的答案。以石药集团为例，12亿美元首付款（约合人民币87亿元）将直接计入当期利润，显著改善财务报表；后续的35亿美元研发里程碑和138亿美元销售里程碑，为未来多年的业绩提供了可见的增量。信达生物的3.5亿美元首付款、荣昌生物的6.5亿美元首付款，都将直接增厚公司的净利润。，详情可参考新收录的资料
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Microsoft’s brand image might already be at an all-time low, and even as the company announced plans to fix Windows 11 with performance improvements and less AI, the software giant can’t risk getting more hatred towards their expensive investment in Copilot, especially since Microsoft’s head start in AI is starting to be overshadowed by competitors like Anthropic, Google, OpenAI, and maybe even Apple in the near future.