5月23日消息,港股三大指数高开高走。截至午间收盘,恒生指数涨0.58%,报23679.99点,恒生科技指数涨0.61%,国企指数涨0.75%。盘面上,科网股全线上涨,哔哩哔哩涨超5%,美团、网易、百度集团涨超1%;生物医药板块狂飙,新股恒瑞医药、MIRXES分别涨超30%、28%;影视股齐涨,阿里影业涨超11%。
生物医药板块狂飙,新股恒瑞医药、MIRXES分别涨超30%、27%。受益于三生制药与辉瑞达成的PD-1/VEGF双抗SSGJ-707全球权益合作的消息催化,中国创新药企通过技术授权(License-out)加速融入全球产业链,市场对于国产创新药出海预期被放大。此外从医药基本面的角度,机构普遍认为,2025年是行业“三个元年”——收入放量元年(医保谈判后产品加速放量)、盈利跨越元年(成批企业进入盈利期)、估值抬升元年(支付端改善拉长估值周期)。
影视股齐涨,阿里影业涨超11%。近日,阿里大文娱集团宣布即日起更名为虎鲸文娱集团,旗下阿里影业拟更名为大麦娱乐。据悉,虎鲸文娱集团发布了全员信,称此次品牌焕新,是与阿里巴巴秉持的“回归初心,重新创业”一脉相承,也是公司根据自身战略做出的关键决定。银河证券认为,从2025年开年以来的电影市场大盘表现来看,头部电影聚集于春节、暑期、国庆三大档的趋势更加明显,但行业供给侧修复的发展趋势不变,新片的制作、上映稳步推进。
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