新冠出現變種!A股抗疫概念股集體大漲,口罩股現漲停潮
格隆匯12月22日丨新冠出現變種,A股市場口罩、醫療器械、新冠肺炎檢測、疫苗等抗疫概念股集體大漲。口罩股中,泰達股份、道恩股份、搜於特、南衞股份、欣龍控股漲停;醫療器械股中,達安基因漲停;疫苗股中,華蘭生物、復星醫藥等均明顯上漲。英國出現新冠病毒新變種毒株,其傳播能力比原始毒株高70%。英國政府已於當地時間週六緊急對倫敦等地實施“封城”,並收緊全國防疫措施。截至目前,全世界100多個國家禁止英國航班。中國工程院鍾南山院士稱,英國出現的變異病毒在病死率等方面是否改變還沒有具體內容,對於疫苗的有效性是否影響也沒有進一步的證據。下圖一為A股市場漲幅居前的前20大概念板塊;圖二為口罩股表現。


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