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多重因素疊加 港A兩地CXO板塊集體下跌
格隆匯11月1日丨A股市場,泰格醫藥跌近9%領跌板塊,昭衍新藥跌超6%,博騰股份跌近6%,康龍化成和藥明康德跌超4%,藥石科技跌超3%。港股市場,泰格醫藥跌超8%,方達控股和藥明生物跌超6%,康龍化成和藥明康德跌超5%。有研究員稱,近期CXO板塊波動較大或受高瓴對醫藥股的減持影響;而更深層次的原因可能是二級市場醫療表現比較差,一級市場醫療投資熱度下降,9月份一級市場藥企融資數據有所回落。目前一級市場融資作為CXO的其中一項前瞻性指標,認為融資影響研發投入,進而影響CXO的業務來源。但是從全球範圍看,一級市場投資熱度不減,應該關注全球業務佔比高的企業。


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