港股市场创新药板块今日表现疲软，其中晶泰控股（02228.HK）盘中大跌8.92%，引发市场关注。截至发稿，该股报价11.800港元/股，成交量达1.1824亿股，换手率2.75%。
从行业整体来看，创新药板块呈现普遍下跌态势。诺诚健华跌幅超过10%，歌礼制药跌近8%，药明合联跌超5%，药明生物跌近5%。这一波跌势显示出投资者对创新药sector的谨慎情绪正在蔓延。
值得注意的是，交银国际最近发布的医药行业周报指出，9月以来内资通过港股通持有医药股的比例持续增加，而外资持仓则从年中开始略有回落。报告还提到，外资继续加仓长期潜力大、当前性价比较高的创新药标的，包括晶泰控股在内。然而，今日的市场表现似乎与这一观点形成了鲜明对比，反映出短期内投资者情绪的波动性。随着10月行业催化剂增多，如各项学术大会和利好政策落地，该机构预期行业行情有望重启，但当前市场表现仍需密切关注。
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