最近减肥药概念股在资_老虎社区_美港股上老虎

2023-10-17

最近减肥药概念股在资本市场成为了当红“炸子鸡”，诺和诺德 $诺和诺德(NVO)$ 今年已经三次上调预期，股价连连创出历史新高，成为欧洲市值最大的公司。礼来 $礼来(LLY)$ 总市值已逼近5800亿美元，成为全球“身价最高”上市制药公司，也是标普500指数成分股市值TOP10中唯一一只药股。但我认为现在不是买入的好时机。

减肥药双雄续刷历史新高，你出手了吗？

据悉，诺和诺德和礼来的新型减肥药在美国的风靡，已经开始对传统的食品饮料行业造成冲击，美国两大饮料巨头可口可乐和百事分别大跌4.83%和5.22%，市值在一个交易日内蒸发115亿美元和121.3亿美元。此前，美国商超巨头沃尔玛一名高管发出警告，称那些正在服用Ozempic、Wegovy等GLP-1受体激动剂的消费者的购物需求有所降低，这类新型减肥药可能引起美国食品业发生重大变革。对此，你怎么看？

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