美法院叫停特朗普关税，A+H股医药股大涨，药明合联涨近9%，益方生物涨12%
5月29日，今日A+H股医药股强势上涨，港股药明合联涨近9%、药明生物涨超7%，微创医疗涨超6%。科创板益方生物涨12%、博瑞医药、三生国健涨超8%。
消息面上，美国联邦法院周三的裁决否决了总统特朗普的全球关税，提振市场的风险偏好。
回顾本轮A+H股创新药的行情，恒生生物科技指数、科创生物指数的月K线分别录得5连阳、4连阳，年内涨幅分别是37%。19%，背后主要得益于板块连续四年回调+创新药盈利反转+AI医疗巨大潜力的双重加持。
2024年以来国内创新药企的海外授权市场持续活跃，国内创新药产业步入盈利驱动新周期。随着政策与产业趋势共振，创新药有望迎来估值重塑。业内人士认为创新药企的出海潜力大，国际化已经形成共识，发展前景非常值得期待。
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