高盛最新研报以“2Q25 EPS更新”为主题其中重点对Amylyx(AMLX.US)、CG Oncology(CGON._老虎社区_美港股上老虎

高盛最新研报以“2Q25 EPS更新”为主题其中重点对Amylyx(AMLX.US)、CG Oncology(CGON.

智通财经2025-08-12

高盛最新研报以“2Q25 EPS更新”为主题其中重点对Amylyx(AMLX.US)、CG Oncology(CGON.US)、硕迪生物(GPCR.US)、Ideaya生物科学(IDYA.US)等生物科技公司进行逐一拆解结论是：运营数据大体符合预期投资逻辑无需大改但个别公司因现金流或临床节点微调目标价。

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