港股异动 | CXO概念股早盘普跌地缘博弈有待落地 CXO行业景气度仍有波动

智通财经08-14

智通财经APP获悉，CXO概念股早盘普跌，截至发稿，泰格医药(03347)跌5.89%，报31.9港元；康龙化成(03759)跌4.04%，报9.02港元；药明康德(02359)跌3.75%，报33.35港元；方达控股(01521)跌1.35%，报0.73港元。西南证券指出，宏观维度看，基于目前经济数据，美联储年内降息预期走强，生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2459198496?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-08-14 10:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2459198496","market":"sh","top_or_hot":-1,"title":"港股异动 | CXO概念股早盘普跌 地缘博弈有待落地 CXO行业景气度仍有波动","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，CXO概念股早盘普跌，截至发稿，泰格医药(03347)跌5.89%，报31.9港元；康龙化成(03759)跌4.04%，报9.02港元；药明康德(02359)跌3.75%，报33.35港元；方达控股(01521)跌1.35%，报0.73港元。西南证券指出，宏观维度看，基于目前经济数据，美联储年内降息预期走强，生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163830.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | CXO概念股早盘普跌 地缘博弈有待落地 CXO行业景气度仍有波动</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | CXO概念股早盘普跌 地缘博弈有待落地 CXO行业景气度仍有波动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-14 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1163830.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，CXO概念股早盘普跌，截至发稿，泰格医药(03347)跌5.89%，报31.9港元；康龙化成(03759)跌4.04%，报9.02港元；药明康德(02359)跌3.75%，报33.35港元；方达控股(01521)跌1.35%，报0.73港元。西南证券指出，宏观维度看，基于目前经济数据，美联储年内降息预期走强，生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163830.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1583","symbol_name":"高瓴概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1163830.html","article_id":"2459198496","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2459198496","pubTimestamp":1723603064,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"行业维度看，全球医药研发投入稳健增长，CXO行业景气度仍有波动。国盛证券指出，CXO未来有望受益于全链条鼓励创新政策预期带来的创新情绪提升和水位提升，尤其预期国内有产业政策支持，投融资潜在可能改善的情况下，国内前端业务有望回暖。CXO经历长时间调整，板块估值&仓位均处历史低位，创新药环境变化等负向预期基本体现在当前估值里，短期风险不大。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1583":"高瓴概念","BK1576":"医药外包概念","LU0052750758.USD":"富兰克林中国基金A Acc","03759":"康龙化成","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","02359":"药明康德","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1141":"生命科学工具和服务","01521":"方达控股","CXO":"康休","03347":"泰格医药","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD"},"translate_title":"Changes in Hong Kong stocks, CXO concept stocks generally fell in early trading, geopolitical games are yet to be implemented, and the prosperity of the CXO industry is still fluctuating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CXO":1,"01521":0.9,"02359":0.9,"03347":0.9,"03759":0.9},"content_text":"智通财经APP获悉，CXO概念股早盘普跌，截至发稿，泰格医药(03347)跌5.89%，报31.9港元；康龙化成(03759)跌4.04%，报9.02港元；药明康德(02359)跌3.75%，报33.35港元；方达控股(01521)跌1.35%，报0.73港元。西南证券指出，宏观维度看，基于目前经济数据，美联储年内降息预期走强，生物医药一级投融资环境或将向好，市场流动性预期恢复，创新药产业链将产生估值修复机会；头部CXO新冠商业化订单已消化完全，地缘博弈有待落地；板块估值回落至历史底部，个股估值仍呈现分化。行业维度看，全球医药研发投入稳健增长，CXO行业景气度仍有波动。国盛证券指出，CXO未来有望受益于全链条鼓励创新政策预期带来的创新情绪提升和水位提升，尤其预期国内有产业政策支持，投融资潜在可能改善的情况下，国内前端业务有望回暖。CXO经历长时间调整，板块估值&仓位均处历史低位，创新药环境变化等负向预期基本体现在当前估值里，短期风险不大。中长期看，随着新冠高基数消化、外部环境改善与新能力新产能陆续贡献，板块增速有望拐点向上，且多肽、寡核苷酸、CGT等新分子新疗法有望持续注入板块高景气，看好CXO板块底部布局机会。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2459198496"}

港股异动 | CXO概念股早盘普跌 地缘博弈有待落地 CXO行业景气度仍有波动

精彩评论

港股异动 | CXO概念股早盘普跌地缘博弈有待落地 CXO行业景气度仍有波动