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A |     Researchers from the University of California's San Diego School of Medicine have found that gonorrhea, as unpleasant as it is, might be the reason that our grandparents even exist.,Humans are among the few species that continue to live after menopause, which might be because of the evolution-proven support that older women provide when it comes to raising children.,The new findings suggest that pressure from pathogens like gonorrhea developed human gene mutations that protected elderly people from cognitive decline and made sure they could live longer.,The discovery comes by comparing human and chimpanzee genomes. The comparison revealed that humans have their own unique version of the gene for CD33, a receptor in immune cells that plays an important role in binding to a type of sugar called sialic acid. Human cells are coated with it and it helps immune cells "recognize" other cells and not attack them.,"Somewhere along the evolutionary line, humans picked up an additional mutated form of CD33 that is missing the sugar-binding site," the authors said. "The mutated receptor no longer reacts to sialic acids on damaged cells and plaques, allowing the microglia to break them down. Indeed, higher levels of this CD33 variant were independently found to be protective against late-onset Alzheimer's.",It would seem that CD33 was selected by evolution for its survival advantages, later making sure that humans were able to have big families that represent several generations. All of this, albeit indirectly, thanks to gonorrhea.。

B |     　　极少在A股上市公司前十大流通股股东名单露面的景林资产，近日曝光踪迹。
　　健信超导（688805）最新发布的半年报显示，截至上半年末，景林资产管理的产品新进该公司前十大流通股股东名单，位列其第一大流通股股东。据公开资料，健信超导为医疗器械板块标的，上半年归母净利润同比增长超50%。　　值得注意的是，今年二季度多家百亿级私募加码机械设备、医药生物等板块的绩优股。

C | 用业内人士话来说，今年下半场，企业盈利将成为重要的投资线索。景林资产现身　　健信超导最新发布的半年报显示，中国对外经济贸易信托有限公司-睿远景林1期证券投资集合资金信托计划新进该公司前十大流通股股东名单，持股数量为97万股，位列该公司第一大流通股股东，期末持股市值约为4559万元。

D | 　　值得注意的是，对于千亿级私募来说，4559万元持仓并不算重仓，但是作为全球配置的头部私募，景林资产极少进入A股上市公司前十大流通股股东名单中。　　公开资料显示，健信超导主要从事医用磁共振成像（MRI）设备核心部件的研发、生产和销售，主要产品包括超导磁体、永磁体和梯度线圈。

E | 今年上半年，该公司实现营业收入3.33亿元，同比增长32.16%；实现归属于上市公司股东的净利润4929.31万元，同比增长54.43%。

F | 　　健信超导在半年报中表示，2026年上半年受地缘冲突影响，全球氦气供应链遭遇严峻的冲击，无液氦磁体已从技术选项升级为战略必选项。同时，多模态融合、动态成像、数智化远程运维等创新技术不断拓展临床应用边界。因此，公司超导产品尤其是无液氦超导产品的收入增速显著，带动了营业收入的较快增长。绩优股备受青睐　　事实上，不仅是健信超导，今年二季度末多家百亿级私募锚定上市公司业绩基本面加码布局。　　比如，根据大族激光半年报，截至二季度末，聚鸣投资旗下产品新进为大族激光前十大流通股股东，持股数量为654.7万股，期末持股市值接近10亿元。从经营情况来看，大族激光上半年实现营业收入134亿元，同比增长76%；实现归母净利润12.9亿元，同比增长164%。　　机械设备板块标的达意隆近日披露的半年报也显示，截至二季度末，慎知资产旗下产品新进该公司前十大流通股股东名单，持股数量为124.8万股。

G | 据公开资料，达意隆为液态包装行业领先的设备供应商，上半年实现营业收入11.2亿元，同比增长17.01%；实现归属于上市公司股东的净利润1.19亿元，同比增长31.24%。

H | 业绩基本面为重要投资线索　　在业内人士看来，经历过前期科技板块的快速调整，市场风格和行业再平衡仍在进行中，业绩基本面将成为重要投资线索。　　据渠道人士透露，景林资产分析称，目前全球资金对中国资产的配置仍相对偏低，A股国产算力、半导体设备与材料、高端制造等结构性机会值得关注。具体来看，经历7月调整后，市场投资逻辑可能由板块整体Beta转向个股Alpha，估值、客户验证、量产能力、订单质量和现金流等指标在选股中的重要性显著上升，而单纯依靠题材、远期市占率假设或资本开支扩张叙事的公司将面临更严格的筛选。　　星石投资也认为，短期来看，8月中下旬处于业绩披露的后半段，叠加海外科技股走势不明，资金分歧可能会增加，但融资盘回补和流动性托底仍在，预计股市仍将处于整体震荡、结构分化的波动阶段。中期来看，本轮市场趋势尚未出现明显逆转，随着股市筹码出清，资金关注度仍将回归产业趋势和企业盈利等基本面信息，需要持续跟踪挖掘不同领域的结构性机会。

I | （文章来源：上海证券报）。