Moderna, Inc. (MRNA) 今日盘中股价大跌5.14%，引起了市场的广泛关注。
消息面上，此次股价回调主要源于此前推动股价上涨的汉坦病毒疫苗概念热度消退。投行Evercore ISI发布研报明确指出，汉坦病毒属于低发疾病，市场空间有限，相关事件不太可能为Moderna带来实际营收，股价大幅波动更多是情绪驱动而非基本面变化。尽管公司公布的mRNA汉坦病毒疫苗一期临床数据显示疫苗耐受性良好且诱导出强劲抗体反应，但相关研究仍处于早期临床前阶段，距离商业化尚远。
在短期获利盘集中兑现及机构对概念炒作的风险警示下，股价出现明显回调。此前，受汉坦病毒疫苗临床数据积极及一季度营收超预期推动，公司股价在过去数个交易日内曾累计大幅上涨逾20%。
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