10月7日，金斯瑞生物科技盘中下跌14.61%，报41.58港元，成交额5274.61万港元。此前一日公司股价刚刷新历史新高，市值突破千亿港元，今日出现剧烈回调。
消息面上，公司近期与礼来AIDD协作平台Lilly TuneLab达成合作，AI制药热度推动股价自7月初以来累计上涨近270%，并获FMR LLC等机构密集增持。但摩根大通曾在9月15日减持约3375万股、套现11.05亿港元，显示部分机构在高位选择兑现收益。当前市场对AIDD赛道估值分歧加大，部分观点认为股价已充分反映乐观预期，后续若订单增速放缓或行业竞争加剧，估值存在回调压力。
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