今天大科技再次走出分_老虎社区_美港股上老虎

今天大科技再次走出分化震荡，虽然最终跌幅有所收窄，但比起个股涨幅已经差太多了，而早盘再次大涨的医药，由于短线触及重要压力，随后也开始降温，取而代之的是之前调整充分的老登代表，盘面只要有热点就是好事情，大盘已经具备冲击四千点缺口的趋势，不过指数已经五连阳，不排除回补缺口后继续回撤，所以接下来不要追高，甚至对于短期涨幅高的可以落袋$合锻智能(603011)$ $永鼎股份(600105)$ $航天发展(000547)$ $红宝丽(002165)$ $晓程科技(300139)$

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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