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港股異動丨藥品股再度強勢 凱萊英漲超14% 三生製藥漲7.6%
港股藥品股再度強勢,其中,凱萊英漲超14%領先,泰凌醫藥漲8.4%,三生製藥漲7.6%,先聲藥業、德琪醫藥、石藥集團、信達生物、和黃醫藥、綠葉製藥跟漲。消息面上,醫藥行業利好頻出。三生製藥日前公告稱與輝瑞簽許可協議,獲12.5億美元首付款;兆科眼科公告,中國國家藥品監督管理局最近受理了環孢素眼用凝膠的新藥上市申請。長城證券表示,醫藥板塊利好政策頻出,行業景氣度有望穩步復甦。摩根士丹利研究報告指,對中國醫藥行業持樂觀態度,因國內推出一系列有利政策,包括對創新的全方位支援。另外,大多數國內醫藥公司對美國出口的依賴低,令該行業受地緣政治和美國藥品定價不確定性的影響相對較低。(格隆匯)

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