第一医药涨5.05% 上海医药政策红利吸引游资叠加估值优势资金博弈

智选洞察2025-07-29

第一医药股价大幅上涨，最新价13.74元，涨跌幅为5.05%。短期波动背后的市场博弈第一医药近期净流出主要受多重短期因素交织影响。7月28日主力资金单日净流出525.3万元，但次日（7月29日）早盘即出现423.8万元主力资金回流，显示多空博弈激烈。上海医药流通政策红利带来的题材效应吸引游资参与，但机构对2025年上半年净利润同比预降87.8%-90.3%的业绩预告保持谨慎，形成资金分歧。当前...

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