金吾财讯 | 医药概念股走强，金斯瑞生物科技（01548）上涨7.67%、药明生物（02269）上涨4.12%、康龙化成（03759）上涨3.87%、药明合联（02268）上涨3.85%、凯莱英（06821）上涨3.61%、百济神州（06160）上涨2.15%。爱建证券表示，2026年初以来医药板块的持续回调与行业基本面、产业趋势发生背离，近期众多上市公司推出现金回购和增持方案，反映出对产业未来发展的充足信心，CXO、创新药及相关产业链已率先发力反弹，医药板块中长期布局良机已至。2026年，该机构继续看好中国创新药出海的产业趋势，继续重点跟踪ADC、双抗、小核酸、减肥药等核心优势赛道的投资机会，重点关注三生制药、药明康德、药明合联、映恩生物-B、信达生物、科伦博泰生物-B、迈威生物-U、康方生物；同时，该机构看好高景气CXO、器械出海、脑机接口、AI+医疗等投资机会。
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