港股詳情

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藥明合聯

70.050

+0.1000.14%

成交量：254.30萬

成交額：1.78億

市值：888.23億

市盈率：62.54

高：71.150

開：70.700

低：69.200

收：69.950

52周最高：85.500

52周最低：43.500

股本：12.68億

香港流通股本：12.68億

量比：0.23

換手率：0.20%

股息：- -

股息率：- -

每股收益(LYR):1.120

淨資產收益率：16.33%

總資產收益率：9.32%

市淨率：6.74

市盈率(LYR):62.54

市銷率: 10.97

資料載入中...

總覽公司新聞公告

藥明合聯擬回購不超過已發行股本10%股份

異動解讀｜藥明合聯盤中上漲3.1%，回購落地疊加板塊回暖提振情緒

藥明合聯(02268)出現大手賣出150萬股，成交價$54.9，涉資8.235千萬

阿斯达克财经

異動解讀｜藥明合聯盤中上漲3.22%，受託人斥資3.27億港元回購570萬股提振信心

藥明合聯(02268)：專業受託人於公開市場上購買570.2萬股

藥明合聯受託人斥資3.265億港元，於5月19日至29日期間以均價57.3港元回購570萬股

港股收評：恒指跌1.27%險守25000點科指跌0.39% 科網股低迷黃金股普跌智譜逆勢升逾13%

異動解讀｜藥明合聯盤中下跌3.14%，密集回購未能扭轉板塊持續拋壓

異動解讀｜藥明合聯盤中下跌3.04%，回購利好未能抵消板塊持續拋壓

【券商聚焦】國泰海通維持藥明合聯(02268)「增持」評級指其回購彰顯長期信心

異動解讀｜藥明合聯盤中下跌3.14%，報56.05港元

異動解讀｜藥明合聯盤中下跌3.03%，報55.95港元

港股異動 | 藥明合聯(02268)再升逾6% 擬斥最多1億美元回購股份公司盈利可見性增強

異動解讀｜藥明合聯盤中上漲3.17%，公司擬斥資最多1億美元回購股份

《股市簡訊》中國藥明合聯勁漲6.6%，擬斥至多1億美元回購股份

生物醫藥板塊盤初普漲藥明合聯(02268)漲5.24%、百濟神州(06160)漲2.17%

藥明合聯擬動用最多1億美元的內部資金購買股份

創新藥概念走軟藥明合聯(02268)領跌5.57% 機構成仍看好以創新為主醫藥科技主線

《大行》摩通：醫保目錄調整加速創新藥商業化首選信達生物(01801.HK)藥明康德(02359.HK)藥明合聯(02268.HK)科倫博泰(06990.HK)

阿斯达克财经

【券商聚焦】國泰海通：前瞻佈局下一代自免藥物企業有望實現估值重塑

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09:51","pubTimestamp":1780278711,"startTime":"0","endTime":"0","summary":"6月1日，药明合联盘中上涨3.1%，报55.6港元/股，成交额4129.77万港元，延续此前反弹走势。消息面上，公司此前披露专业受托人于5月19日至29日期间在公开市场购买570.2万股，总代价约3.27亿港元，平均购买价每股57.3港元，资金全部来自公司自有财务资源。叠加母公司药明生物不超过4亿美元回购计划，药明系合计回购规模达5亿美元。国泰海通维持公司\"增持\"评级，目标价84.38港元，看好ADC赛道增长前景。板块内药明生物今日涨5.94%，整体情绪明显回暖。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639625522","title":"藥明合聯(02268)出現大手賣出150萬股，成交價$54.9，涉資8.235千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2639625522","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2639625522?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 16:08","pubTimestamp":1780042080,"startTime":"0","endTime":"0","summary":"[大手成交]药明合联(02268)在下午04:08出现大手卖出，成交量为150万，成交价为港币$54.9，涉资8.235千万。至目前为止，股价升3.977%，今日最高价为$55.85，而最低价为$51.9，总成交量为704.607万股，总成交金额港币$3.825亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605297752/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605297752/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2488822045.USD","BK1141","SG9999014674.SGD","02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102753792","title":"異動解讀｜藥明合聯盤中上漲3.22%，受託人斥資3.27億港元回購570萬股提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1102753792","media":"行情直击","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102753792?lang=zh_tw&edition=fundamental","pubTime":"2026-05-29 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智譜逆勢升逾13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638663070","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638663070?lang=zh_tw&edition=fundamental","pubTime":"2026-05-28 16:08","pubTimestamp":1779955680,"startTime":"0","endTime":"0","summary":"　　5月28日消息，港股三大指数集体下跌。截至收盘，恒生指数跌1.27%，报25006.16，恒生科技指数跌0.39%，国企指数跌1.17%。盘面上，科网股跌多涨少，美团跌超5%，阿里巴巴、腾讯、哔哩哔哩、百度跌超2%，联想涨超3%；黄金股普跌，中国黄金国际跌超6%；创新药概念股持续走弱，药明合联跌超7%；AI应用股部分上涨，智谱涨超13%。　　AI应用股部分上涨，智谱涨超13%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-28/doc-inhzmtwq8653089.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["03037","82800","SG9999014674.SGD","07300","83115","07552","07226","513600","03088","HHImain","09067","BK1198","09088","03067","BK1117","BK1544","02513","03032","02833","02099","03033","03419","03417","02800","07200","02837","07500","03115","LU2488822045.USD","09115","JINFF","MCHmain","03423","SG9999003461.SGD","SG9999001093.SGD","BK1592","02268","BK1141","HSI","HSTECH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187958849","title":"異動解讀｜藥明合聯盤中下跌3.14%，密集回購未能扭轉板塊持續拋壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1187958849","media":"行情直击","labels":["buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187958849?lang=zh_tw&edition=fundamental","pubTime":"2026-05-28 09:46","pubTimestamp":1779932784,"startTime":"0","endTime":"0","summary":"5月28日，药明合联盘中下跌3.14%，报55.4港元/股，成交额2810.37万港元，连续多个交易日走弱。消息面上，公司此前公告拟动用最多1亿美元内部资金在公开市场回购股份，母公司药明生物亦宣布不超过4亿美元回购计划，合计回购规模达5亿美元。然而密集回购仍未能有效提振市场信心，药明系个股整体承压，药明康德跌3.52%、药明生物跌2.73%。国泰海通维持公司\"增持\"评级，目标价84.38港元，看好ADC赛道增长前景。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110755377","title":"異動解讀｜藥明合聯盤中下跌3.04%，回購利好未能抵消板塊持續拋壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1110755377","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110755377?lang=zh_tw&edition=fundamental","pubTime":"2026-05-27 10:58","pubTimestamp":1779850685,"startTime":"0","endTime":"0","summary":"5月27日，药明合联盘中下跌3.04%，报55.75港元/股，成交额8616.81万港元。消息面上，公司此前公告拟动用最多1亿美元内部资金在公开市场回购股份，母公司药明生物亦于5月26日宣布不超过4亿美元的回购计划，合计回购规模达5亿美元。然而密集回购未能有效提振股价，板块整体承压明显。生命科学工具和服务行业中，药明生物跌1.22%、药明康德跌1.55%、晶泰控股跌3.11%。国泰海通维持公司\"增持\"评级，目标价84.38港元，看好ADC赛道增长前景。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638001595","title":"【券商聚焦】國泰海通維持藥明合聯(02268)「增持」評級 指其回購彰顯長期信心","url":"https://stock-news.laohu8.com/highlight/detail?id=2638001595","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638001595?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 14:41","pubTimestamp":1779777692,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券发布研报指，药明合联 拟使用最高1亿美元内部资金开展股份回购，彰显长期发展信心。公司现金储备充裕，为资本开支提供坚实基础。国泰海通看好ADC等新模态药物带动下对CDMO需求的提升及公司业绩的持续兑现，维持“增持”评级，目标价84.38港元。2025年，在金额超过10亿美元的ADC并购交易中，50%的被收购方是药明合联客户。未完成订单约14.89亿美元，同比增长50.3%；新签合同价值13.3亿美元，同比增长41%。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982186","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153962782","title":"異動解讀｜藥明合聯盤中下跌3.14%，報56.05港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153962782","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153962782?lang=zh_tw&edition=fundamental","pubTime":"2026-05-26 10:09","pubTimestamp":1779761383,"startTime":"0","endTime":"0","summary":"5月26日，药明合联盘中下跌3.14%，报56.05港元/股，成交额6748.74万港元。药明合联所在的生命科学工具和服务行业中，个股表现分化，其中药明生物涨3.73%，金斯瑞生物科技涨0.08%，药明康德跌2.0%，晶泰控股跌2.39%，英矽智能跌3.77%。药明合联生物技术有限公司是一家主要从事提供抗体偶联药物（ADC）及其他生物偶联药物的全面合同研究、开发及制造组织（CRDMO）服务的投资控股公司，业务覆盖国内市场、北美、欧洲和世界其他地区。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175372022","title":"異動解讀｜藥明合聯盤中下跌3.03%，報55.95港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175372022","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175372022?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 15:36","pubTimestamp":1779348968,"startTime":"0","endTime":"0","summary":"5月21日，药明合联盘中下跌3.03%，报55.95港元/股，成交额1.48亿港元。药明合联所在的生命科学工具和服务行业中，个股表现分化，其中昭衍新药涨6.06%，药明康德涨1.62%，晶泰控股涨0.76%，药明生物跌1.03%，英矽智能跌4.78%。药明合联是一家主要从事抗体偶联药物（ADC）及其他生物偶联药物的全面合同研究、开发及制造组织（CRDMO）服务的投资控股公司，业务覆盖国内市场、北美、欧洲和世界其他地区。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636589432","title":"港股異動 | 藥明合聯(02268)再升逾6% 擬斥最多1億美元回購股份 公司盈利可見性增強","url":"https://stock-news.laohu8.com/highlight/detail?id=2636589432","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636589432?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 10:40","pubTimestamp":1779244809,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，药明合联再涨超6%，截至发稿，涨6.35%，报58.65港元，成交额1.69亿港元。消息面上，药明合联日前公布，公司已议决动用最多1亿美元的内部资金，委托专业受托人在公开市场购买公司股份。值得一提的是，截至2025年末，药明合联未完成订单总量为14.89亿美元，同比增长50.3%，充沛的未完成订单为未来业绩提供保障。该行认为这增强公司的盈利可见性。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443793.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","BK4588","SG9999014674.SGD","02268","LU2488822045.USD","BK1141","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1103975812","title":"異動解讀｜藥明合聯盤中上漲3.17%，公司擬斥資最多1億美元回購股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1103975812","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1103975812?lang=zh_tw&edition=fundamental","pubTime":"2026-05-20 10:06","pubTimestamp":1779242811,"startTime":"0","endTime":"0","summary":"5月20日，药明合联盘中上涨3.17%，报56.9港元/股，成交额5503.44万港元。消息面上，药明合联于5月18日公告，公司已议决动用最多1亿美元内部资金，委任专业受托人按当时市价在公开市场购买公司股份。公司明确表示，当前股份交易价格并未反映其内在价值或实际业务前景，认为此时进行回购系良机。董事会认为集团目前财务资源充裕，能以内部资源实施回购的同时维持稳固财务状况。此外，生物医药板块近期整体表现偏强，叠加回购利好持续发酵，推动股价延续上行。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636886973","title":"《股市簡訊》中國藥明合聯勁漲6.6%，擬斥至多1億美元回購股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2636886973","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636886973?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 10:35","pubTimestamp":1779158114,"startTime":"0","endTime":"0","summary":"《股市简讯》中国药明合联劲涨6.6%，拟斥至多1亿美元回购股份* 从药明生物2269.HK分拆上市的中国生物偶联药物代工研发生产商--药明合联2268.HK周二早盘一度劲升6.6%。* 该公司上日公告称，已议决动用最多1亿美元的内部资金回购股份。* 药明合联今年迄今跌8.1%，同期恒生指数.HSI上扬0.7%。* 恒生生物科技指数.HSBIO盘中一度升1.8%。（完）更多股市简讯请点选CN-CMN-HOT (发稿 徐凯文；审校 张喜良) ((kaiwen.xu@thomsonreuters.com))","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260519:nL4T41W07X:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999014674.SGD","02268","LU2488822045.USD","BK1141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636885146","title":"生物醫藥板塊盤初普漲 藥明合聯(02268)漲5.24%、百濟神州(06160)漲2.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636885146","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636885146?lang=zh_tw&edition=fundamental","pubTime":"2026-05-19 09:46","pubTimestamp":1779155169,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股生物医药板块盘初普涨，截至发稿，药明合联 涨5.24%，科伦博泰生物涨4.01%，百济神州涨2.17%，诺诚健华涨2.00%，药明生物涨1.58%，康诺亚-B涨1.35%，金斯瑞生物科技涨1.12%。消息面上，中邮证券研究表示，26年有望迎来BD和重点项目数据读出的双重催化，国产创新药全球性竞争力提升逻辑不断强化。建议关注确定性高、BD预期扰动相对小的标的。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981657","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02268","BK1589","LU0320764599.SGD","161726","09969","399441","LU0708995583.HKD","XBI","HK0000306701.USD","BK1588","BK1576","LU0516422440.USD","02269","BK4588","LU0043850808.USD","LU1251922891.USD","LU0307460666.USD","06160","IE00B0JY6N72.USD","LU0052750758.USD","BK1141","688235","LU0181495838.USD","LU0417516902.SGD","LU0588546209.SGD","LU0417516738.SGD","06990","LU0456846285.SGD","LU0823426308.USD","LU1242518931.SGD","LU3063872942.SGD","BK1574","LU1770034418.SGD","BK1583","BK1161","SG9999002562.SGD","SG9999014674.SGD","ONC","LU0039217434.USD","LU0359202008.SGD","LU0359201612.USD","HK0000320264.USD","LU1688375341.USD","BK4581","LU1719994722.HKD","LU1303224171.USD","LU0348825331.USD","LU0516422366.SGD","01548"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636742670","title":"藥明合聯擬動用最多1億美元的內部資金購買股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2636742670","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636742670?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 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藥明合聯(02268)領跌5.57% 機構成仍看好以創新為主醫藥科技主線","url":"https://stock-news.laohu8.com/highlight/detail?id=2636048086","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636048086?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 10:09","pubTimestamp":1779070152,"startTime":"0","endTime":"0","summary":"金吾财讯 | 创新药概念整体走软，截至发稿，药明合联 跌5.57%，亚盛医药-B跌5.50%，四环医药跌4.55%，康方生物跌4.49%，歌礼制药-B跌4.36%，同源康医药-B跌4.31%，康诺亚-B跌4.24%，荣昌生物跌4.14%。展望2026年，该机构继续看好以创新为主的医药科技主线，重点关注创新药、脑机接口、AI医疗、手术机器人等，同时建议布局2026年行业有望迎来反转的老龄化及院外消费，关注估值较低的麻药、血制品、中药等。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981521","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09995","159992","02268","IE00B5MMRT66.SGD","00460","BK1600","09939","LU0348825331.USD","LU0634319403.HKD","LU0561508036.HKD","LU2476274720.SGD","LU0348766576.USD","LU0348784397.USD","SG9999014674.SGD","LU0348783233.USD","01672","LU0348827113.USD","LU0417516738.SGD","IE00B543WZ88.USD","LU0348767384.USD","06855","BK1583","LU2476274308.USD","BK1593","LU0417516902.SGD","LU1961090484.USD","09926","159938","IE00BPRC5H50.USD","LU2328871848.SGD","LU1720050803.USD","BK1141","06978","02162","02410","LU2399975544.HKD","LU0417516571.SGD","BK1587","LU2488822045.USD","BK1161","BK1515","LU0540923850.HKD","LU2778985437.USD","LU1969619763.USD","BK1191","LU1794554557.SGD","BK1574","LU0348735423.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634636272","title":"《大行》摩通：醫保目錄調整加速創新藥商業化  首選信達生物(01801.HK)藥明康德(02359.HK)藥明合聯(02268.HK)科倫博泰(06990.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2634636272","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634636272?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 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國泰海通：前瞻佈局下一代自免藥物企業有望實現估值重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2633203104","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633203104?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 09:29","pubTimestamp":1778203751,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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