本职喵星人
2026.07.01 10:41

$Creative Medical Tech(CELZ.US) surged +79% today, as the FDA cleared the expansion of the Phase 2 ADAPT trial for CELZ-201 targeting chronic low back pain, adding a low-opioid cohort with enrollment already over 85%; meanwhile, the company completed a $4.5 million warrant exercise financing. The story and numbers are fresh, but last quarter's revenue was only $6,000 with a net loss of $1.4 million, a typical small-cap biotech pulse. Whether it can hold up depends on the progress of subsequent Phase 3 negotiations.

$Ambarella(AMBA.US) rose over 28%, as Rosenblatt listed it as a key target in the physical AI theme for the second half of the year, and KeyBanc is also running institutional roadshows with management this week; the company's Edge AI revenue already accounts for 80% of total revenue, with over 42 million system-on-chip units shipped. This shift in analyst consensus is more noteworthy than the price movement itself.

$Hesai(HSAI.US) also rose over 15%, as the shareholder meeting just approved a 8-for-1 reverse stock split plan, plus a potential issuance of up to 10% new shares, expanding both liquidity and the pool of potential investors; combined with a new Outperform rating (target price $23.5) and sentiment from the Mercedes-Benz LiDAR partnership, the reverse split itself doesn't change the fundamentals but indeed acts as an amplifier for short-term capital attention.

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