金吾财讯 | 创新药概念普涨，截至发稿，金斯瑞生物科技（01548）涨10.10%，石药集团（01093）涨6.07%，云顶新耀（01952）涨5.79%，恒瑞医药（01276）涨5.18%，药明合联（02268）涨4.48%，晶泰控股（02228）涨4.06%，乐普生物（02157）涨3.52%，药明生物（02269）涨3.46%。消息面上，开源证券表示，整体上，持续看好创新药及其产业链（CXO+科研服务）及AI、脑机接口、生物制造等国家战略新兴产业。此外，中泰证券认为，波动更多是快速上涨后的交易性消化，创新驱动、国际化和人工智能赋能的中长期趋势仍在强化。后续可重点跟踪ESMO临床数据、三季度订单及业绩验证和政策细则落地，积极把握优质创新药、CXO及生命科学上游调整后的配置机会。
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