港股异动 | CXO 概念股跌幅居前 海外投融资大环境进入波动阶段 AI制药或导致研发及临床端分化

智通财经
3 hours ago

智通财经APP获悉,CXO概念股跌幅居前,截至发稿,昭衍新药(06127)跌5.82%,报21.7港元;康龙化成(03759)跌3.65%,报21.1港元;泰格医药(03347)跌3.02%,报42.46港元。

消息面上,IMF总裁格奥尔基耶娃表示,如果中东战争引发的能源价格冲击长期持续,各国央行必须做好准备收紧货币政策,以防止出现通胀螺旋式上升;但与此同时,央行也需要密切关注经济需求是否出现疲软迹象,从而避免不必要的利率上调。

中信建投发布研报称,海外投融资大环境进入季度间波动,不同阶段、不同疾病领域的CXO服务需求进一步分化,国内投融资活动景气度持续上行,弹性更强,持续看好CXO板块成长空间。AI对制药及医药外包行业影响短期有限、但市场对新技术对长期的行业发展变革的影响已初步达成共识,早期研发阶段(CRO)影响呈分化趋势,生产段(D、M)整体利好。

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