智通财经APP获悉,医药股早盘普遍下挫,截至发稿,和铂医药-B(02142)跌7.06%,报8.04港元;君实生物(01877)跌6.38%,报14.98港元;荣昌生物(09995)跌6.48%,报38.25港元;药明康德(02359)跌3.61%,报60.1港元;凯莱英(06821)跌3.74%,报55.35港元。
消息面上,据报道,特朗普在白宫对记者表示,下周将宣布有关药品成本的重大消息,“因为我们一直被占便宜”。他认为,与世界其他国家相比,美国的药品成本被高估。该命令要求美国食品药品监督管理局简化审查程序,并与美国国内制造商合作,在设施上线之前提供早期支持。特朗普当地时间周一还表示,他将在未来两周内宣布针对药品的关税。
国金证券近期研报指出,医药板块由于国际关税环境变化和地缘预期波动,出现较为明显回调。但该行认为,医药板块同时具备良好的抗风险能力和成长进攻能力,创新药板块实际地缘政治和关税风险很低,仍将是医药板块成长主线,继续看好港股和A股创新药标的成长空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.