智通财经APP获悉，摩根士丹发布研报称，在港上市的中国生物科技股总市值由年初至今累升154%，远超恒指同期的34%升幅，相信是反映了市场对本土药企创新能力的认可度发生重大转变，预期美联储加快减息步伐将推动风险偏好调整，推动资金流向中国生物科技等增长型板块。
惟大摩预期，个别股分表现仍取决于公司基本面，包括商业化执行力及创新研发进度，看好具短期催化剂的公司，如康方生物(09926)、诺诚健华(09969)、和誉-B(02256)、信达生物(01801)、映恩生物-B(09606)等，另外亦给予维升药业-B(02561)及再鼎医药(09688)“跑赢大市”评级。
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