7月7日周一盘中，港股创新药企业荣昌生物（09995.HK）股价大跌5.09%，引发市场关注。分析显示，南向资金减持可能是导致股价下跌的主要原因。
根据最新公开数据，7月4日，南向资金减持荣昌生物59.15万股。截至当日收盘，港股通共持有荣昌生物10943.64万股，占流通股52.47%。这一减持动作可能引发了市场对该股的担忧情绪，导致股价在本周一出现大幅下跌。
值得注意的是，尽管荣昌生物今日股价大跌，但该公司所处的创新药行业整体前景仍被市场看好。有分析认为，2025年可能是创新药行业至少三年牛市的开端。近期，国产创新药海外授权交易频繁，今年1-5月总金额已达455亿美元，显示出行业的强劲发展势头。然而，短期内个股仍可能受到资金流向等因素的影响而出现波动。投资者在关注行业长期发展机遇的同时，也需警惕个股短期风险。
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