10月6日，药明康德盘中上涨3.01%，报218.8港元，成交额3.71亿港元。消息面上，近期多家国际机构密集增持药明康德H股，其中FMR LLC于9月28日增持约65.5万股，每股作价约206.86港元，持股比例升至10.05%；摩根大通于9月24日增持约200.73万股，贝莱德亦于同期增持约116.7万股。机构连续增持释放积极信号，叠加CXO板块整体景气度改善，共同助推股价走强。
药明康德所在的CXO板块近期表现活跃，中邮证券研报指出，2026中报显示CXO行业是医药行业中最亮眼板块之一，CDMO龙头、安评及临床CRO构成三条景气主线。中信建投亦表示，随着内外需改善逐步传导至订单与业绩，CXO有望进入新一轮增长阶段。
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