You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動丨創新藥概念股大升 中國生物製藥升近17% 再鼎醫藥升近10%

港股創新藥概念股大幅拉昇,其中,中國生物製藥大升近17%領銜上升,再鼎醫藥大升近10%,綠葉製藥、博安生物升超7%,康博藥業、亞盛醫藥、遠大醫藥、聯邦制藥、藥明康德等跟升。消息上,近期,醫藥領域迎來多重利好。數據顯示,截至5月底,共有34款國產創新藥在國內獲批上市,已接近去年全年總數。此外,5月下旬,中國創新藥企再次閃耀ASCO,共有71項原創性研究成果入選口頭髮言環節,標誌着中國藥企正快速走向創新研發的國際前列。值得關注的是,創新藥出海熱度持續上升,繼三生製藥達成一項超60億美元的交易之後,石藥集團也預吿三項潛在交易,單筆總金額也有約50億美元。有分析指出,整體而言創新藥無疑當前市場延續性最佳的核心題材之一。其背後一方面受益於政策環境全鏈條支持創新藥發展、License-out(海外授權)出海加速、優質龍頭率先進入盈利週期。另一方面,創新藥板塊此前較為長時間的調整估值優勢明顯,而機構配置倉位也偏低,所以機構的倉位回補對創新藥方向也起到了推波助瀾的作用。預計本輪創新藥行情不會輕易終結。但需留意的是,隨着短線熱度的提升以及活躍資金的大規模湧入,可能導致板塊波動加劇,需提防追高短套之風險。(格隆匯)

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account