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港股異動 | 醫藥反彈,GX中國生科盤中漲超3%,權重股“藥茅”恆瑞醫藥一度放量大漲7%
uSMART盈立智投 09-29 11:54

29日(週四)港股迎來反彈,醫療板塊也跟隨大盤走高,追蹤中國生物科技指數的ETF GX中國生科(02820)盤中一度漲超3%,權重股恆瑞醫藥、沃森生物、藥明生物、藥明康德等紛紛走強。

民生證券發佈研究報告稱,醫藥多板塊觸底時刻到來,當下即爲長週期上升起點。國內對於高質量創新鼓勵趨勢和力度仍然不變,在國內龐大人口基數紅利下,該行看好創新產品放量帶來的創新板塊底部崛起。

華創醫藥指出,受宏觀因素和產業內卷等影響,國內biotech板塊從2021年高點調整至今,個股最大跌幅普遍達到80%水平。但從2022年中報來看,biotech公司仍然保持着產品銷售收入持續增長和管線持續推進國際化的向上趨勢。隨着市場悲觀預期不斷釋放,行業積極因素有望逐漸推動biotech板塊否極泰來。

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