港股恒指跌1.13%，科指跌2.15%，科网股普跌，半导体板块走弱，创新药、消费电子概念逆市上涨。板块聚焦：创新药概念逆市走高，2025年国家医保谈判启动，多家药企三季度业绩亮眼消息面上，10月30日，2025年国家医保谈判在北京开启。今年国谈在延续医保目录常规调整机制的基础上，首次正式引入“商保创新药目录”机制。此外，10月份以来，创新药多起BD交易落地，有数据显示，截至10月21日，中国创新药...
Source Link港股恒指跌1.13%，科指跌2.15%，科网股普跌，半导体板块走弱，创新药、消费电子概念逆市上涨。板块聚焦：创新药概念逆市走高，2025年国家医保谈判启动，多家药企三季度业绩亮眼消息面上，10月30日，2025年国家医保谈判在北京开启。今年国谈在延续医保目录常规调整机制的基础上，首次正式引入“商保创新药目录”机制。此外，10月份以来，创新药多起BD交易落地，有数据显示，截至10月21日，中国创新药...
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