医药板块速评（2024.06.07）

牛唐

06-10

1、 $礼来(LLY)$ 阿尔海默兹药物审批在即，哪些同行标的有配置机会？

2、哪些商业化药企值得关注？

3、 $PayPal(PYPL)$ 、$铀矿ETF-Global X(URA)、 $C3.ai, Inc.(AI)$ 、 $葛兰素史克(GSK)$ 、$猫途鹰(TRIP)、 $耐克(NKE)$ 期权大量成交，后续走势如何看？

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