$药明康德(0235_老虎社区_美港股上老虎

$药明康德(02359)$目前药明属于非卖品，保守预估2026年营收595亿，净利润170亿元，20-25倍的市盈率合理估值是3400-4250亿元，对应股价是118-148元！

当地时间9月25日，美国总统特朗普宣布，自10月1日起，美国将对多类进口产品实施新一轮高额关税，其中对任何品牌或专利的医药产品征收100%的关税。【受此影响，港股医药股集体低开，恒瑞、药明系列纷纷下跌。大家觉得会有多大影响？现在能否逢低上车？】

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