金吾财讯 | 生物医药板块普升，药明合联(02268)涨4.8%，泰格医药(03347)涨4.16%，药明康德(02359)涨3.33%，诺诚健华(09969)涨2.8%，康诺亚-B(02162)涨2.77%，药明生物(02269)涨2.18%，君实生物(01877)涨1.36%。截至9月10日，恒生医疗保健指数今年以来累计上涨超100%，显示出市场对于港股生物医药充满信心。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。短期来看，由于市场对于出海交易的频次和交易规模预期较高，创新药的估值持续攀升，需理性看待股价上升空间。展望未来，我们认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。
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