港股生物医药股开盘下挫,金斯瑞生物跌超15%

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  10月7日消息,港股生物医药股开盘下挫,金斯瑞生物跌超15%,再鼎医药跌超7%,泰格医药、君实生物跌超6%,荣昌生物、诺诚健华跌超4%。

  渤海证券指出,近期AI制药催化密集,行业焦点逐步从模型能力转向湿实验验证效率等方面,建议关注AI制药相关基因合成、蛋白表达、试剂耗材、动物模型及临床试验等细分赛道的投资机遇。同时,2026年ESMO年会即将召开,优异临床数据有望读出,带来板块密集催化,建议关注创新药、CXO及生命科学上游产业链等的投资机遇。

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