异动解读｜药明合联盘中上涨5.66%，CXO板块集体走强叠加中报业绩预期升温

行情直击08-04

8月4日，药明合联盘中上涨5.66%，报54.5港元，成交额5321.09万港元。消息面上，CXO板块当日集体走强，同行业药明康德涨12.28%、康龙化成涨6.78%，板块联动效应显著。

基本面方面，多家大行近期密集看好公司前景。野村预期公司上半年收入约38亿元人民币，同比增长41.2%，受益于现有业务高增长及东曜药业并表贡献；里昂、大和分别维持"跑赢大市"及"买入"评级，目标价集中在78至82.6港元区间。公司将于8月24日披露中期业绩，市场对ADC外包龙头高增长预期持续升温，叠加全球生物科技融资回暖及ADC研发投资强劲，资金提前布局意愿明显。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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