$MINIMAX-W_老虎社区_美港股上老虎

8月10日港股/点位分享|学会止盈 | 学会止损 | 控制仓位

控制风控/戒掉暴富心态/严守交易纪律/驯服情绪/信任系统

每日随机分享不同标的，纯作技术验证。市场多变，精准核对，同一标的每日点位是均有不同

【港股市场】

02359药明康德

172.7～182.5～187.7～197.5～202.7～212.5～222.3～232.0

02513智谱

1026.0～1136.0～1218.0～1328～1410.0～1520.0～1630.0

00100 MINIMAX-W

241.8～284.1～329.2～371.5～416.6～458.9

药明康德H股创历史新高,CXO周期真回来了?

港股创新药产业链今日盘中集体走强,药明康德涨3.54%、H股创出历史新高,金斯瑞生物科技涨6.61%,板块情绪快速升温。这轮不只是估值修复:CXO一侧的订单端持续回暖,创新药一侧则进入"商业化兑现+BD驱动"的双轮阶段,整体正从预期修复过渡到业绩验证,市场开始重新给研发管线和商业化能力定价。当订单与授权同时改善,CXO的周期修复和创新药的长期成长该押哪一条?

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