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生物科技股表現搶眼 藥明生物漲逾6% 大和呼籲抄底
格隆匯 03-11 10:18
格隆匯3月11日丨藥明生物漲(2269.HK)逾6%,報93.45港元。大和昨日發表研究報吿,指藥明生物較歷史高位累跌逾33%,其市值對積壓訂單比率由三週前的6.1倍降至4.1倍,過去三年均值則為5.5倍。該行稱,未見公司基本面改變,近期大幅調整主要反映疫情後市場情緒偏好舊經濟股;藥明生物是其康健板塊覆蓋股份中最具防守性,近期股價過度調整帶來“撈底”機會,重申買入,目標價135港元,併為行業首選。其它生物科技股亦表現搶眼,榮昌生物漲11.2%,藥明巨諾漲近10%,永泰生物漲逾7%。

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