异动解读 | 荣昌生物盘中大涨5%,生物医药板块整体走强

异动解读
12 Jun

港股荣昌生物(09995)今日盘中大涨5%,引发市场关注。此次涨势与港股生物医药板块整体走强密切相关。

据悉,今日港股创新药板块表现活跃,多只相关股票出现明显上涨。除荣昌生物外,再鼎医药涨超8.5%,百济神州涨超4%,药明生物、诺诚健华等均有不同程度上涨。分析人士指出,近期生物医药板块估值修复,加上政策利好推动行业整体重估,预期未来该板块的流动性和基本面可望持续改善。

值得注意的是,港股创新药ETF(159567)今日截至发稿涨2.06%,成交额超2亿元,换手率超11%。此外,该ETF昨日获资金大幅净流入,净流入额超1.6亿元,反映出投资者对生物医药板块的热情。多家券商看好创新药板块前景,认为创新药数据和BD催化有望成为全年主线。在这一背景下,荣昌生物等港股生物医药股受到资金青睐,推动股价上涨。

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