yuan90
2020-04-10
全球疫情,还得看医药股
$药明康德(02359)$
$百济神州(06160)$
$希伯伦科技(HEBT)$
@哈尼快报:
大盘调整机构频频抄底医药股,希伯伦科技3月涨幅近3成惊艳中概股
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忧国忧民
2020-04-10
忧国忧民
唉,确诊都150几万了
什么也没有了~
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(SH:600276)</strong></h2><p><img src=\"https://static.tigerbbs.com/8e564491a24d650c26e0cb031520ef63\"></p><p>与此同时,根据港交所最新权益披露显示,近期多家知名的外资机构在扫买生物医药股。</p><p>以药明康德为例,就获得多家外资机构的青睐。港交所最新权益披露资料显示,贝莱德买入药明康德4.9万股,买入后持股比例从9.94%上升至10%。花旗银行也在3月24日、25日和27日都对该股进行了增持,持股数目从840.7万股上升至1006.12万股,最新持股比例为5.9%。</p><p><img src=\"https://static.tigerbbs.com/0e88d3b1e98cfdf13fbe9de1dc2f2bdb\"></p><p>同样,2018年赴港上市的百济神州,也获得外资的青睐。3月19日,FMR LLC以每股均价11.7美元增持百济神州142.43万股。增持后共持有该股8057.55万股。</p><h2><strong>百济神州 (SEHK:06160)</strong></h2><p><img src=\"https://static.tigerbbs.com/c40a9a0bf5bf82c9a9ef6bd12c677ec7\"><img src=\"https://static.tigerbbs.com/23a3bddeaff00dd8bc0950b246b718f4\"></p><p><br></p><p>最后来看美股市场,相对于震荡不停的大盘,中概股市场因为国内疫情得到控制的原因,可以说是自成一番天地,而医疗中概股希伯伦科技更是接连获得高盛,桥水,德意志和摩根斯坦利这些国际巨头机构的增持,在三月份涨幅近三成。</p><h2><br></h2><h2><strong>希伯伦科技 (NASDAQ:HEBT)</strong></h2><p><img src=\"https://static.tigerbbs.com/295f8b4ae6f5145f85ff5494fb9f795d\"><img 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src=\"https://static.tigerbbs.com/8e564491a24d650c26e0cb031520ef63\"></p><p>与此同时,根据港交所最新权益披露显示,近期多家知名的外资机构在扫买生物医药股。</p><p>以药明康德为例,就获得多家外资机构的青睐。港交所最新权益披露资料显示,贝莱德买入药明康德4.9万股,买入后持股比例从9.94%上升至10%。花旗银行也在3月24日、25日和27日都对该股进行了增持,持股数目从840.7万股上升至1006.12万股,最新持股比例为5.9%。</p><p><img src=\"https://static.tigerbbs.com/0e88d3b1e98cfdf13fbe9de1dc2f2bdb\"></p><p>同样,2018年赴港上市的百济神州,也获得外资的青睐。3月19日,FMR LLC以每股均价11.7美元增持百济神州142.43万股。增持后共持有该股8057.55万股。</p><h2><strong>百济神州 (SEHK:06160)</strong></h2><p><img src=\"https://static.tigerbbs.com/c40a9a0bf5bf82c9a9ef6bd12c677ec7\"><img src=\"https://static.tigerbbs.com/23a3bddeaff00dd8bc0950b246b718f4\"></p><p><br></p><p>最后来看美股市场,相对于震荡不停的大盘,中概股市场因为国内疫情得到控制的原因,可以说是自成一番天地,而医疗中概股希伯伦科技更是接连获得高盛,桥水,德意志和摩根斯坦利这些国际巨头机构的增持,在三月份涨幅近三成。</p><h2><br></h2><h2><strong>希伯伦科技 (NASDAQ:HEBT)</strong></h2><p><img src=\"https://static.tigerbbs.com/295f8b4ae6f5145f85ff5494fb9f795d\"><img src=\"https://static.tigerbbs.com/696731709edcce100fdb20febac1d90c\"></p><p><br></p><p>近期美国股市已经历了多次熔断,尽管美联储已经采取一系列措施,其提振市场的效果还有待观察。海外疫情持续发酵,短期内医药板块仍将独领风骚,而从长期来看,在人口老龄化和国内人均收入上升,人们对医药方面投入的开支占比不断提升的趋势下,医药板块、医疗中概股的投资趋势将长期看好。</p><p><br></p></body></html>","text":"根据美国约翰斯·霍普金斯大学发布的实时统计数据显示,截至北京时间4月8日6时左右,全球新冠肺炎确诊病例累计1413415例,累计死亡81259例,累计治愈298389例。 新冠肺炎疫情发展到今天,较之前的SARS波及范围更广、传播力度更强。新冠肺炎不仅给全球各个国家人民的物质生活和精神领域造成了不可磨灭的影响,同样波及全球经济,“黑天鹅”、“灰犀牛”相继出现,金融市场震荡不断。各行各业遭受影响的当下,投资者亦在复杂的时局下迷失了方向。 作为疫情的主战场,医疗保健行业的投资机会是贯穿整个疫情期间的主要板块。在过去的三月里,各大机构也是频频抄底医药股,其中美股中概股希伯伦科技(HEBT)更是在美股大盘多次熔断的背景下完成了近三成涨幅的惊艳表现。 A股市场中,近日获沪股通连续9日净买入,合计净买入13.43亿元的恒瑞医药一时间风头无二,股价累计上涨13.89%,而其所属的医药生物行业同样上涨7.45%。 恒瑞医药 (SH:600276) 与此同时,根据港交所最新权益披露显示,近期多家知名的外资机构在扫买生物医药股。 以药明康德为例,就获得多家外资机构的青睐。港交所最新权益披露资料显示,贝莱德买入药明康德4.9万股,买入后持股比例从9.94%上升至10%。花旗银行也在3月24日、25日和27日都对该股进行了增持,持股数目从840.7万股上升至1006.12万股,最新持股比例为5.9%。 同样,2018年赴港上市的百济神州,也获得外资的青睐。3月19日,FMR LLC以每股均价11.7美元增持百济神州142.43万股。增持后共持有该股8057.55万股。 百济神州 (SEHK:06160) 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近期美国股市已经历了多次熔断,尽管美联储已经采取一系列措施,其提振市场的效果还有待观察。海外疫情持续发酵,短期内医药板块仍将独领风骚,而从长期来看,在人口老龄化和国内人均收入上升,人们对医药方面投入的开支占比不断提升的趋势下,医药板块、医疗中概股的投资趋势将长期看好。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/921742939","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1677,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":800,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NISN","06160","02359"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":73,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2328025,"commentId":"2328025","gmtCreate":1586510815975,"gmtModify":1586510815975,"authorId":3547179875085823,"author":{"id":3547179875085823,"idStr":"3547179875085823","authorId":3547179875085823,"name":"忧国忧民","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":928347848,"objectIdStr":"928347848","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>唉,确诊都150几万了</p>","text":"<p>唉,确诊都150几万了</p>","html":"<p>唉,确诊都150几万了</p>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/928347848"}
精彩评论
唉,确诊都150几万了