《大行報告》大摩相信藥明生物(02269.HK)股價60日內將上升
摩根士丹利相信,藥明生物(02269.HK)股價60日內將上升,評級「增持」,目標價119元。
大摩表示,藥明生物股價自1月中見頂以來,經歷了長時間的回調,這主要是由於許多投資者認為宏觀經濟環境惡化。隨著最近更多投資者討論美聯儲利率預測前景改善,海外/離岸生物技術企業股價已上漲。此外,隨著資金由ChatGPT為主題相關股份換回基本面驅動的企業,藥明生物會成潛在受惠者,因為其基本面穩健,以及市場長期看淡中國醫療保健領域令估值不高。
該行估計上述發生概率約有70%到80%。
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