医药板块集体回升科伦博泰生物(06990)涨7.20%、荣昌生物(09995)涨6.53%

金吾财讯

Jun 12

金吾财讯 | 港股医药板块集体回升，科伦博泰生物(06990)涨7.20%，荣昌生物(09995)涨6.53%，康诺亚-B(02162)涨5.58%，复宏汉霖(02696)涨5.36%，康方生物(09926)涨5.07%，君实生物(01877)涨4.61%，药明合联(02268)涨4.06%，诺诚健华(09969)涨3.96%。

消息面上，英伟达 (NVDA) 与医疗AI笔记应用开发商 Abridge 达成合作，联合训练一款医疗专用 AI 模型，聚焦临床对话场景，仅在 Abridge 平台内部部署，用于增强临床决策支持与文档处理能力。英伟达同时为 Abridge 投资方，新模型基于英伟达开放模型套件 Nemotron 训练，Abridge 将采用去标识化临床数据进行定制优化，预计 2026 年晚些时候上线。

东莞证券研报认为，受行业合规整顿以及消费疲软等因素影响，2025年医药生物行业整体归母净利润同比有所下滑。随着市场进一步规范化发展，集采对行业压制逐渐消化以及随着整体大环境回暖，2026Q1医药生物板块整体营收和归母净利润增速同比有所提升，细分板块中，收入端血液制品、疫苗、体外诊断、诊断服务、原料药、中药和线下药店同比有所下滑，利润端血液制品、体外诊断、原料药、医疗耗材、医疗设备、医药流通和中药同比有所下滑。建议关注研发投入逐年加大，出海步伐加快，在研管线逐渐进入收获期的创新药板块个股；有望受益于医疗新基建和国产替代的医疗器械板块个股。

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href=\"https://laohu8.com/S/06990\">科伦博泰生物</a>(06990)涨7.20%，<a href=\"https://laohu8.com/S/688331\">荣昌生物</a>(09995)涨6.53%，<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>(02162)涨5.58%，<a href=\"https://laohu8.com/S/02696\">复宏汉霖</a>(02696)涨5.36%，<a href=\"https://laohu8.com/S/09926\">康方生物</a>(09926)涨5.07%，<a href=\"https://laohu8.com/S/01877\">君实生物</a>(01877)涨4.61%，<a href=\"https://laohu8.com/S/02268\">药明合联</a>(02268)涨4.06%，<a href=\"https://laohu8.com/S/688428\">诺诚健华</a>(09969)涨3.96%。</p><p>消息面上，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA) 与医疗AI笔记应用开发商 Abridge 达成合作，联合训练一款医疗专用 AI 模型，聚焦临床对话场景，仅在 Abridge 平台内部部署，用于增强临床决策支持与文档处理能力。英伟达同时为 Abridge 投资方，新模型基于英伟达开放模型套件 Nemotron 训练，Abridge 将采用去标识化临床数据进行定制优化，预计 2026 年晚些时候上线。</p><p>东莞证券研报认为，受行业合规整顿以及消费疲软等因素影响，2025年医药生物行业整体归母净利润同比有所下滑。随着市场进一步规范化发展，集采对行业压制逐渐消化以及随着整体大环境回暖，2026Q1医药生物板块整体营收和归母净利润增速同比有所提升，细分板块中，收入端血液制品、疫苗、体外诊断、诊断服务、原料药、中药和线下药店同比有所下滑，利润端血液制品、体外诊断、原料药、医疗耗材、医疗设备、医药流通和中药同比有所下滑。建议关注研发投入逐年加大，出海步伐加快，在研管线逐渐进入收获期的创新药板块个股；有望受益于医疗新基建和国产替代的医疗器械板块个股。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>医药板块集体回升 科伦博泰生物(06990)涨7.20%、荣昌生物(09995)涨6.53%</title>\n<style 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港股医药板块集体回升，<a href=\"https://laohu8.com/S/06990\">科伦博泰生物</a>(06990)涨7.20%，<a href=\"https://laohu8.com/S/688331\">荣昌生物</a>(09995)涨6.53%，<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>(02162)涨5.58%，<a href=\"https://laohu8.com/S/02696\">复宏汉霖</a>(02696)涨5.36%，<a href=\"https://laohu8.com/S/09926\">康方生物</a>(09926)涨5.07%，<a href=\"https://laohu8.com/S/01877\">君实生物</a>(01877)涨4.61%，<a href=\"https://laohu8.com/S/02268\">药明合联</a>(02268)涨4.06%，<a href=\"https://laohu8.com/S/688428\">诺诚健华</a>(09969)涨3.96%。</p><p>消息面上，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA) 与医疗AI笔记应用开发商 Abridge 达成合作，联合训练一款医疗专用 AI 模型，聚焦临床对话场景，仅在 Abridge 平台内部部署，用于增强临床决策支持与文档处理能力。英伟达同时为 Abridge 投资方，新模型基于英伟达开放模型套件 Nemotron 训练，Abridge 将采用去标识化临床数据进行定制优化，预计 2026 年晚些时候上线。</p><p>东莞证券研报认为，受行业合规整顿以及消费疲软等因素影响，2025年医药生物行业整体归母净利润同比有所下滑。随着市场进一步规范化发展，集采对行业压制逐渐消化以及随着整体大环境回暖，2026Q1医药生物板块整体营收和归母净利润增速同比有所提升，细分板块中，收入端血液制品、疫苗、体外诊断、诊断服务、原料药、中药和线下药店同比有所下滑，利润端血液制品、体外诊断、原料药、医疗耗材、医疗设备、医药流通和中药同比有所下滑。建议关注研发投入逐年加大，出海步伐加快，在研管线逐渐进入收获期的创新药板块个股；有望受益于医疗新基建和国产替代的医疗器械板块个股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0634319403.HKD","symbol_name":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) 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将采用去标识化临床数据进行定制优化，预计 2026 年晚些时候上线。东莞证券研报认为，受行业合规整顿以及消费疲软等因素影响，2025年医药生物行业整体归母净利润同比有所下滑。随着市场进一步规范化发展，集采对行业压制逐渐消化以及随着整体大环境回暖，2026Q1医药生物板块整体营收和归母净利润增速同比有所提升，细分板块中，收入端血液制品、疫苗、体外诊断、诊断服务、原料药、中药和线下药店同比有所下滑，利润端血液制品、体外诊断、原料药、医疗耗材、医疗设备、医药流通和中药同比有所下滑。建议关注研发投入逐年加大，出海步伐加快，在研管线逐渐进入收获期的创新药板块个股；有望受益于医疗新基建和国产替代的医疗器械板块个股。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}