金吾财讯 | 医药股强势走强，再鼎医药（09688）涨13.97%，药明生物（02269）涨5.41%，药明合联（02268）涨4.78%，药明康德（02359）涨4.73%，百济神州（06160）涨3.66%，荣昌生物（09995）涨2.33%，泰格医药（03347）涨2.07%。。
国信证券表示，2026年版国家基本药物目录近期正式发布，这是目录时隔8年再次进行系统调整。新版目录结合疾病谱变化和临床用药需求，进一步补充慢性病、儿童、专科疾病及中医药优势病种用药，并对剂型、规格进行优化，提升药品在不同人群和医疗场景中的适用性。目录调整有助于完善基本药物供应保障体系，促进上下级医疗机构用药衔接，更好满足居民基本用药需求。2026年世界肺癌大会常规摘要标题已经在官网公布。
华鑫证券表示，2026年中国创新出海趋势持续强化，市场对创新药配置回升带来估值修复的弹性，维持医药行业“推荐”的评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.