港股異動丨生物醫藥股拉昇 藥明康德漲超6% 君實生物漲超4%
昨日大跌的生物醫藥股集體拉昇,其中,藥明繫個股漲幅居前,尤其是藥明合聯大漲超14%,藥明生物、藥明康德、諾誠健華漲超6%,康方生物、百濟神州、金斯瑞生物科技、君實生物漲超4%。消息上,日前,美國總統特朗普宣佈,美國將對藥品徵收關稅。這標誌着原本在此輪貿易戰中被豁免的品類,或也不能“倖免”。有業內專家表示,藥品作爲一種特殊商品,因美國自身藥品生產能力有限,短時間之內既有的成熟供應鏈無法被替代,“所以這一加徵關稅計劃更多的是一種威脅,逼迫美國製藥企業迴流。”而細分到各個具體賽道,原料藥與仿製藥在藥品關稅落地之後受影響較大,但創新藥或受衝擊最小。(格隆匯)

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