港股医药板块今日表现强劲，其中再鼎医药（09688.HK）盘中大涨5.01%，领涨医药股。同时，康宁杰瑞制药-B（09966.HK）涨超2%，乐普生物-B（02157.HK）、四环医药（00460.HK）等个股也跟随上涨。
分析人士指出，近期美国前总统特朗普再次提出"最惠国"药价政策，引发市场对全球医药行业未来发展的关注。虽然该政策目前仍存在不确定性，短期内对全球医药市场影响有限，但投资者似乎对中国医药企业的发展前景保持乐观态度。
值得注意的是，中信建投最新研报指出，特朗普提出的"药价最惠国待遇"政策落地性还有待验证，预计需要较长时间才能实施。研报建议中国生物医药企业应强化对美国市场依赖的风险管控，探索多元化授权与出海路径，构建更加多元化的全球化策略。在此背景下，投资者可能更加青睐具有国际化布局和创新能力的中国医药企业，如再鼎医药等。
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