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创新药板块走势强劲 药明生物(02269)涨5.1% 光大证券坚定看好创新药产业链

金吾財訊 ·  May 9 10:33

金吾财讯 | 创新药板块走势强劲,百济神州(06160)涨6.96%,东阳光长江药业(01558)涨6%,药明生物(02269)涨5.1%,康龙化成(03759)涨4.56%,中生制药(01177)涨4.47%,康希诺生物(06185)涨4.25%,药明康德(02359)涨4.12%。

光大证券表示,随着美债利率回落,市场风险偏好有可能上升,利好创新药类的风险资产进入估值上升通道。未来进入降息通道之后,良好的利率环境带来融资改善,将推动远期创新产业链的长足发展。

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