疫苗板塊走強 全球疫情持續惡化 印度全面失控
格隆匯4月27日丨疫苗板塊走強,未名醫藥漲停,智飛生物漲超4%,西藏藥業、康泰生物、萬泰生物等跟漲。全球疫情持續惡化,印度第二波疫情愈演愈烈,當地時間4月26日,印度新增確診病例再創新高,連續第4天單日新增確診病例數超過30萬例,創全球最高紀錄。印專家根據疫情模型預測,印度新冠疫情將在5月達到峯值,未來10天平均日增病例將達到44萬例。世衞組織總幹事譚德塞表示,全球新冠疫情形勢仍在惡化,新增病例數已連續9週上升,上週全球新增病例數“幾乎相當於疫情暴發後頭5個月病例的總和”。中信建投醫藥團隊表示,全球疫情反彈,印度瀕臨失控,管控難度大、未來仍將持續。繼續強調新冠疫苗產業鏈投資機會的挖掘。

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