消息面上,RBC Capital Markets近期发布报告指出,Illumina在临床测序领域正建立持续增长动能,围绕公司的竞争担忧正在消退。RBC认为其临床测序收入可实现中双位数增长,主要受肿瘤学检测量增长及定价逆风缓解驱动,维持"跑赢大市"评级及230美元目标价。此外,公司Q2业绩超预期(调整后EPS 1.31美元超预期1.23美元,营收11.59亿美元超预期11.30亿美元),叠加15亿美元回购计划,基本面支撑明确。当日生命科学工具和服务板块延续走强,Tempus AI涨9.63%、Personalis涨7.15%、丹纳赫涨3.32%,行业共振亦提供支撑。
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