生物醫藥ETF(512290)漲近2%,藥明康德漲近7%
藥明康德漲近7%,邁瑞醫療漲超4%、恆瑞醫藥漲超3.5%,生物醫藥ETF(512290)漲近2%,成交額超7800萬元。過去5天淨流入超1.3億元。
野村東方國際證券認爲,當前醫藥板塊滾動市盈率爲23.5倍,相較於年初的35倍估值進一步迴歸合理區間。近期醫藥板塊表現仍受短期熱點事件影響較大,如新冠藥物研發,核酸檢測常態化以及歐美國家猴痘病毒傳播等。當前上海疫情接近尾聲,北京疫情擴散風險控制良好,醫藥消費復甦可期。
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