医药板块速评（2024.06.25）

牛唐

06-26

1、 $Cerevel Therapeutics Holdings, Inc.(CERE)$ 并购遇阻，是否有配置机会？

2、 $Tarsus Pharmaceuticals, Inc.(TARS)$ 大幅回调，是否有抄底机会？

3、 $爱彼迎(ABNB)$ 、 $新纪元能源(NEE)$ 、 $Carvana Co.(CVNA)$ 期权大量成交，后续走势如何看？

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