《大行》瑞银降石药(01093.HK)和科伦药业(002422.SZ)至“中性”行业首选改为翰森制药(03692.HK)

阿斯达克财经
Sep 30, 2025

瑞银发表报告指,对中国长期医疗市场潜力保持乐观看法,但在中国制药行业因授权许可乐观情绪推动下今年以来已累涨64%,加上潜在的美国行政命令风险增加和估值偏高,预计市场焦点将重新转向有机收入/利润增长。基于基本面疲弱,将石药(01093.HK) 和科伦药业(002422.SZ) 评级降至“中性”,并将行业首选从三生制药(01530.HK) 更换为翰森制药(03692.HK) ,因其稳定的传统业务和创新...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10