金吾财讯 | 创新药概念走强，截至发稿，百济神州（06160）涨4.11%，翰森制药（03692）涨3.14%，中国生物制药（01177）涨3.10%，再鼎医药（09688）涨2.80%，石药集团（01093）涨2.10%，科伦博泰生物（06990）涨2.06%。消息面上，里昂发表研究报告指，中国医疗保健板块处周期底部，管线进展有望提振情绪。板块近期回调主要受流动性忧虑，以及自周期低位强劲反弹后的获利回吐推动，但随着结构性能见度提升，长远前景持续改善。中国创新资产为世界肺癌大会（WCLC）的重要亮点，料于欧洲肿瘤内科学会（ESMO）大会继续受关注；该行认为，目前各治疗领域的临床领先地位，将塑造未来市场份额。
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