《大行》麦格理吁吸纳药明康德(02359.HK) 料被列入美国1260H名单不受影响

阿斯达克财经
Feb 16

麦格理研究报告指,美国早前公布协助中国军方的企业名单1260H,其后又突然撤回;该名单中包括药明康德(02359.HK) 。该行表示,1260H名单并非投资禁令,名单中的公司主要被禁止承包国防合约,但不适用于与美国制药公司的商业合作。同时,该行实地调研发现,中国合约研发及生产组织(CDMO)行业的营运完全不受美国的生物安全法案影响。该行建议投资者在药明康德股价因1260H消息回调时趁机吸纳。同时,...

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