异动解读｜荣昌生物盘中下跌5.08%，中美生物科技博弈升级叠加创新药板块持续承压

行情直击06-01

6月1日，荣昌生物盘中下跌5.08%，报78.45港元/股，成交额3.05亿港元。

消息面上，美国议员近期提议将生物技术纳入COINS法案管制范畴，限制美国资本流入中国创新药企，叠加市场传闻国内拟对创新药海外BD交易增设前置审批，双向监管壁垒抬升令板块估值逻辑承压。此外，东方证券近期减持荣昌生物16万股，ETF资金连续多日净流出，行业整体面临资金转向AI等赛道的风格切换阵痛，创新药出海预期受挫成为压制估值的核心因素。

（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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