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港股異動丨疫苗股大跌 隔夜美國疫苗股大幅回吐
格隆匯8月11日丨疫苗股大跌,康希諾生物和復星醫藥跌幅均擴大至逾10%,持有科興股權的中國生物製藥則跌1%。隔夜美國疫苗股大幅回吐,其中莫德納(MRNA.US)跌5.7%;Biontech(BNTX.US)挫6.9%;Vaxart(VXRT.US)則跌5.5%。美銀髮表最新研報,認為莫德納(MRNA.US)今年爆漲3.6倍後,市值一度高達2000億美元,估值已從不合理變成荒謬,重申莫德納(MRNA.US)目標價為115美元,即比周二收盤價456.76美元有75%跌幅,維持“沽售”評級。不過,富瑞認為莫德納(MRNA.US)是生物科技行業的特斯拉,維持“持有”評級,目標價從250美元升至425美元。

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