港股異動 | 先聲藥業(2096.HK)一度大漲超14% 政策利好助推+南下資金青睞
格隆匯11月14日丨新冠特效藥概念股先聲藥業(2096.HK)午後繼續走高,一度大漲超14%至12.48港元,市值332億港元。東吳證券研報顯示,疫情防控二十條新規,利於消費醫療及藥店等復甦。疫情防控二十條新規中取消次密接、密接改為“5+3”、入境隔離期縮短等,科學精準防控疫情將是趨勢所向,利於宏觀經濟恢復、利於醫美及藥店等消費醫療復甦,但同時羣體免疫出現,新冠引起的併發症相應的藥物需求也將大幅提升,如呼吸道止咳藥、退熱藥等;另外居家自測的抗原需求也將明顯。相關上市公司將會受益比較明顯。此外據悉,先聲藥業近期持續獲南下資金青睞,其南向資金累計持倉比例由10月10日的5.04%逐步升至最新(11月9日)的7.68%。


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