港股异动 | 医药股延续跌势，诺诚健华跌超11%，荣昌生物跌超10%_老虎社区_美港股上老虎

港股异动 | 医药股延续跌势，诺诚健华跌超11%，荣昌生物跌超10%

智通财经2025-10-10

10月10日，港股医药股再度走低，诺诚健华、圣诺医药-B跌超11%，荣昌生物跌超10%，歌礼制药-B、维亚生物跌超8%。交银国际表示，9月以来，内资通过港股通持有医药股的比例持续增加，而外资持仓则从年中开始略有回落，但内外资加大创新药布局的大方向不变。该行称，ESMO大会将于今年10月中下旬举行，建议重点关注康方生物、科伦博泰、荣昌生物、恒瑞医药等有重磅数据读出的公司。9月港股医药板块表现相对平淡...

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秋水镜贤
·2025-10-10
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14:40","market":"fut","language":"zh","title":"港股异动 | 医药股延续跌势，诺诚健华跌超11%，荣昌生物跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574214422","media":"智通财经","summary":"10月10日，港股医药股再度走低，$诺诚健华$、$圣诺医药-B$跌超11%，$荣昌生物$跌超10%，$歌礼制药-B$、$维亚生物$跌超8%。该行称，ESMO大会将于今年10月中下旬举行，建议重点关注$康方生物$、$科伦博泰$、$荣昌生物$、$恒瑞医药$等有重磅数据读出的公司。9月港股医药板块表现相对平淡，10月起，随着行业催化剂增多，行情有望重启。","content":"<html><head></head><body><p>10月10日，港股医药股再度走低，<a href=\"https://laohu8.com/S/09969\">诺诚健华</a>、<a href=\"https://laohu8.com/S/02257\">圣诺医药-B</a>跌超11%，<a href=\"https://laohu8.com/S/09995\">荣昌生物</a>跌超10%，<a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a>、<a href=\"https://laohu8.com/S/01873\">维亚生物</a>跌超8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e17954dbc42b8af7b479c23fe837d48\" tg-width=\"904\" tg-height=\"641\"/></p><p><a href=\"https://laohu8.com/S/03329\">交银国际</a>表示，9月以来，内资通过港股通持有医药股的比例持续增加，而外资持仓则从年中开始略有回落，但内外资加大创新药布局的大方向不变。该行称，ESMO大会将于今年10月中下旬举行，建议重点关注<a href=\"https://laohu8.com/S/09926\">康方生物</a>、<a href=\"https://laohu8.com/S/06990\">科伦博泰</a>、<a href=\"https://laohu8.com/S/09995\">荣昌生物</a>、<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>等有重磅数据读出的公司。9月港股医药板块表现相对平淡，10月起，随着行业催化剂增多（各项学术大会、利好政策落地），行情有望重启。</p><p>东莞证券研报指出，近期，医药生物板块持续跑输同期沪深300指数，此前部分涨幅较大的创新药公司迎来回调，受美国降息预期走强以及投融资数据改善，医疗研发外包板块持续走强，目前已经进入业绩真空期，后续建议关注创新药等有BD预期催化的板块投资机会。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 医药股延续跌势，诺诚健华跌超11%，荣昌生物跌超10%</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1353539.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"BK1161":"生物科技","BK1141":"生命科学工具和服务","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","BK1583":"高瓴概念","09995":"荣昌生物","BK0239":"医药制造","BK1576":"医药外包概念","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK4614":"Manus概念股","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK1515":"抗疫概念","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","09969":"诺诚健华","BK1574":"生物医药B类股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1353539.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574214422","content_text":"10月10日，港股医药股再度走低，诺诚健华、圣诺医药-B跌超11%，荣昌生物跌超10%，歌礼制药-B、维亚生物跌超8%。交银国际表示，9月以来，内资通过港股通持有医药股的比例持续增加，而外资持仓则从年中开始略有回落，但内外资加大创新药布局的大方向不变。该行称，ESMO大会将于今年10月中下旬举行，建议重点关注康方生物、科伦博泰、荣昌生物、恒瑞医药等有重磅数据读出的公司。9月港股医药板块表现相对平淡，10月起，随着行业催化剂增多（各项学术大会、利好政策落地），行情有望重启。东莞证券研报指出，近期，医药生物板块持续跑输同期沪深300指数，此前部分涨幅较大的创新药公司迎来回调，受美国降息预期走强以及投融资数据改善，医疗研发外包板块持续走强，目前已经进入业绩真空期，后续建议关注创新药等有BD预期催化的板块投资机会。","news_type":1,"symbols_score_info":{"09995":1.1,"09969":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":3,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}