再鼎医药（09688）今日盘中大涨7.64%，引起市场关注。该股近期表现波动较大，此次反弹或与南向资金持续流入有关。
据悉，南向资金已连续6日增持再鼎医药。4月7日单日增持262.69万股，截至当日收盘，港股通共持有再鼎医药17006.60万股，占流通股15.44%。值得注意的是，尽管该股近5个交易日下跌29.98%，港股通仍累计增持1449.54万股；近20个交易日下跌22.72%，港股通累计增持2274.49万股。南向资金的持续买入可能为股价提供了支撑。
另一方面，医药板块整体受到关注。交银国际最新研报指出，新一轮关税对A/H医药板块的基本面影响有限。该机构认为，市场对关税影响存在过度担忧，目前板块超跌严重。在投资情绪企稳后，建议关注短期催化剂丰富、盈利高增长或盈亏平衡时间点明确、估值有较大修复弹性的创新药标的。这一观点可能也为再鼎医药等创新药企业带来利好。随着市场情绪逐步企稳，再鼎医药有望受益于板块整体估值修复。
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