消息面上,国际资管巨头The Capital Group近日以均价约348.48美元/股增持百济神州307万股,涉资约10.70亿美元,增持后持股比例由6.97%升至7.17%。同时,巴克莱维持公司"增持"评级,目标价415美元。基本面方面,公司上半年营收32.19亿美元,同比增长32.3%;净利润4.64亿美元,同比增长385.8%;经调整净利润8.20亿美元,同比增逾一倍,盈利能力持续兑现。此外,生物科技板块今日整体走强,诺诚健华涨15.07%、康方生物涨5.87%、三生制药涨4.92%,板块联动亦对股价形成支撑。
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