智通财经APP获悉,国投证券国际发布研报称,复盘A股疫苗板块,截至2025年12月28日,疫苗指数上涨9%,跑输大盘10个百分点,板块整体表现偏弱。2026年疫苗板块的布局逻辑聚焦“管线兑现+技术突围+估值修复”三条线,避开二价HPV、传统狂犬疫苗等内卷化显著的品种;核心关注方向为技术壁垒高、多联多价、具备BD合作预期、竞争格局优质的疫苗品种,例如RSV疫苗等。国投证券国际主要观点如下:康希诺:...
Source Link智通财经APP获悉,国投证券国际发布研报称,复盘A股疫苗板块,截至2025年12月28日,疫苗指数上涨9%,跑输大盘10个百分点,板块整体表现偏弱。2026年疫苗板块的布局逻辑聚焦“管线兑现+技术突围+估值修复”三条线,避开二价HPV、传统狂犬疫苗等内卷化显著的品种;核心关注方向为技术壁垒高、多联多价、具备BD合作预期、竞争格局优质的疫苗品种,例如RSV疫苗等。国投证券国际主要观点如下:康希诺:...
Source LinkDisclaimer: 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.