异动解读 | Moderna盘中大跌6.37%,投行维持跑输大盘评级引发获利回吐

异动解读
Jun 22

Moderna, Inc. (MRNA) 今日盘中股价大跌6.37%,引起了市场的广泛关注。

消息面上,Leerink Partners将Moderna的目标价从21美元上调至24美元,但维持了“跑输大盘”的评级。这一目标价远低于当前股价,也明显低于分析师的一致目标价,反映出部分机构对公司近期大幅上涨后的谨慎态度。此前,公司因mRNA流感疫苗获得FDA顾问委员会推荐、德国产能扩张计划等多重利好,股价在短期内已累计大幅上涨,这些利好已被市场充分消化,导致短期获利回吐压力集中显现。

市场预计,FDA对该流感疫苗的最终审批决定将在8月初做出,在此之前,市场可能进入一个消息真空期,加剧了股价的波动和调整压力。

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