疫苗、新冠檢測概念股走強 一季度業績向好 多隻績優股獲外資加倉
格隆匯4月30日丨疫苗、新冠檢測板塊走強,東方生物漲超9%,康泰生物漲超7%,沃森生物、復星醫藥漲超6%,康希諾、碩世生物、智飛生物、熱景生物等紛紛跟漲。截至當地時間29日,印度累計新冠確診病例超過1800萬例,當天的新增確診和死亡病例再次刷新全球單日新高。在第三波疫情衝擊下,土耳其首次實施全國封鎖,累計確診病例4788700例,已超越俄羅斯成全球第五。中信建投證券表示,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。從一季報公佈的業績數據來看,與新冠疫苗和核酸檢測相關的概念股整體業績大增。5股淨利潤同比增長10倍以上,分別是熱景生物、明德生物、迪安診斷、東方生物、金域醫學。4月以來,北上資金加倉多隻績優新冠疫苗和核酸檢測概念股。按照成交均價粗略計算,9股獲北上資金增持超億元,分別是沃森生物、華蘭生物、智飛生物、樂普醫療、安科生物等。沃森生物增持金額最高,北上資金4月以來累計增持10.32億元。


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