智通财经APP获悉，创新药概念股全线承压，截至发稿，信达生物(01801)跌4.9%，报72.85港元；三生制药(01530)跌3.44%，报15.14港元；中生制药(01177)跌3%，报4.52港元；石药集团(01093)跌2.49%，报7.06港元。
消息面上，中东紧张局势推高能源价格之际，劳动力市场表现强劲，强化了市场对美联储年内加息的押注。国海证券此前在风险提示中指出，若全球及国内宏观货币政策节奏不及预期，将直接影响医药板块的估值水平与投融资环境。创新药、CXO等成长赛道对流动性较为敏感，若美联储降息周期延后，或国内降准降息落地不及预期，市场流动性收紧将直接压制成长赛道估值。
此外，6月2日，美国《生物技术投资国家安全法（BINSA）》法案公布。光大证券指出，整体来看，本次BINSA草案尚处早期、落地阻力极大，短期波动更多是情绪性恐慌而非基本面恶化，不少具备全球竞争力、合规壁垒高、业绩确定性强的龙头或被错杀，建议积极布局优质创新药及创新药产业链龙头。
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