医药板块速评（2024.05.30）

牛唐

05-31

1、 $Summit Therapeutics PLC(SMMT)$ 暴涨，是继续持有，还是看空？

2、bird flu第三例出现，哪些疫苗公司有机会？

3、 $吉利德科学(GILD)$ 、 $微软(MSFT)$ 、 $西方石油(OXY)$ 、 $迈威尔科技(MRVL)$ 、$Enphase Energy(ENPH)、$区域银行ETF-SPDR(KRE)期权大量成交，后续走势如何看？

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