大行评级丨小摩:对中国人工智能新药研发持乐观看法,首予英硅智能及晶泰控股“增持”评级

格隆汇
Jul 27

摩根大通发表研究报告,首次覆盖英硅智能及晶泰控股,均予“增持”评级,目标价分别为71港元及10港元。该行表示,在BD活动增加与临床催化剂的推动下,中国的人工智能新药研发(AIDD)行业正由商业探索阶段迈向早期商业化。该行对中国AIDD持乐观看法,预计行业将迎来估值重评机会。该行看好英硅智能通过AIDD建立的高风险、高回报管道,同时亦看好晶泰科技以AIDD服务和机器人湿实验室为核心的多元化业务。

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