生物醫藥迎來黃金坑,新一輪牛市或已起航!

最近,生物醫藥股的漲幅屢屢霸榜,不少龍頭個股在短期內翻倍,如微創機器人26個交易日大漲110%!

暴漲過後,生物醫藥吸引了衆多投資者目光,在被暴利吸引的同時,不少投資者更多的是疑慮,不知這次的上漲是反彈還是反轉?

從去年7月開始,港股的生物醫藥迎來大熊市,慘烈程度堪比歷史上的任何一次股災,短短一年內,股價從最高點下跌80%以上的股票比比皆是,最大跌幅甚至達到92%:

在跌幅榜中,不乏阿里健康、京東健康、微創醫療、信達生物等大塊頭市值股,由此可見,這波生物醫藥的熊市是多麼的慘無人道!

最奇葩的是,在5月份生物醫藥最低點時,不少公司的市值低於賬面上的現金,這意味着不考慮其他固定資產,僅僅是公司賬面上的現金就超過了公司的市值,這一幕,或將載入歷史史冊!

無獨有偶,一同港股生物醫藥大跌的還有A股和美股市場上的生物醫藥公司。

以納斯達克生物科技指數(代碼:NBI)爲例,其最高點出現在2021年9月,2022年6月跌至最低點,在此期間,指數成份股中,跌幅超90%的個股比比皆是,比港股更爲慘烈:

巨大的跌幅將估值帶至歷史低位,如NBI指數目前的市銷率只有5倍,處於歷史最低值附近,上一次這麼便宜還是2008年金融危機後!

恆生生物科技指數成立於2020年1月,歷史數據較少,但目前的估值同樣處於低位,僅有1.7倍市銷率,遠低於納斯達克生物科技指數的5倍。

A股醫藥生物指數(801150)目前市盈率只有26.7倍,歷史估值分位值只有7.6%,處於歷史最低值附近:

從估值上看,全球生物醫藥或已觸底,新一輪大牛市已經在路上了!

$直覺外科公司(ISRG)$ $艾利科技(ALGN)$ $藥明生物(02269)$ $京東健康(06618)$ $阿里健康(00241)$ 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment892

  • Top
  • Latest
  • koolgal
    ·2022-07-07
    Thanks for liking my post @gorgonzola  


    //@gorgonzola: ok// @koolgal:

    Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 

    Reply
    Report
    Fold Replies
    • EHGReplying toEHG
      Like
      2022-07-12
      Reply
      Report
    • EHGReplying toEHG
      Like
      2022-07-08
      Reply
      Report
    • koolgalReplying toDTJH
      Thanks
      2022-07-07
      Reply
      Report
    View more 415 comments
  • koolgal
    ·2022-07-07
    Thanks @JLSE  for liking my post.  😍😍😍


    //@JLSE: 👍👍👍// @koolgal: Thanks for liking my post  @henghm  Wah my post so popular.  😍😍😍// @henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 

    Reply
    Report
    Fold Replies
    View more 137 comments
  • koolgal
    ·2022-07-07

    Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 

    Reply
    Report
    Fold Replies
    View more 83 comments
  • koolgal
    ·2022-07-07
    Thanks @rhktrade for liking my post 😍😍😍


    //@rhktrade:

    Medical sector

    // @koolgal: Thanks for liking my post  @henghm  Wah my post so popular.  😍😍😍// @henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 
    Reply
    Report
    Fold Replies
    View more 37 comments
  • henghm
    ·2022-07-07
    Like//@koolgal: Thanks for liking my post @gorgonzola  //@gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 
    Reply
    Report
    Fold Replies
    View more 17 comments
  • koolgal
    ·2022-07-08
    Thanks @Connie80  for liking my post. 😘😘😘


    //@Connie80: Ok// @henghm:Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 

    Reply
    Report
    Fold Replies
    • MinisterZY
      :)
      2022-07-08
      Reply
      Report
    • SLLS
      Nice
      2022-07-08
      Reply
      Report
    • albert77
      cool
      2022-07-08
      Reply
      Report
    View more 34 comments
  • JLSE
    ·2022-07-07
    👍👍👍//@koolgal: Thanks for liking my post @henghm  Wah my post so popular.  😍😍😍//@henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 
    Reply
    Report
    Fold Replies
    • WiiWii
      [Happy]
      2022-07-07
      Reply
      Report
    • Longshot
      Ok
      2022-07-07
      Reply
      Report
    • Kenwen
      k
      2022-07-07
      Reply
      Report
    View more 14 comments
  • Suman923
    ·2022-07-07
    //@koolgal:Thanks @rhktrade for liking my post 😍😍😍 //@rhktrade: Medical sector// @koolgal: Thanks for liking my post  @henghm  Wah my post so popular.  😍😍😍// @henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 
    Reply
    Report
    Fold Replies
    • Crystlion
      ok
      2022-07-07
      Reply
      Report
    • leejk
      Thanks
      2022-07-07
      Reply
      Report
    • powerbert
      I am holding on to it.
      2022-07-07
      Reply
      Report
    View more 4 comments
  • rhktrade
    ·2022-07-07

    Medical sector

    //@koolgal: Thanks for liking my post @henghm  Wah my post so popular.  😍😍😍//@henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 
    Reply
    Report
    Fold Replies
    View more 7 comments
  • koolgal
    ·2022-07-07
    Thanks for liking my post @henghm  Wah my post so popular.  😍😍😍


    //@henghm: Like// @koolgal: Thanks for liking my post  @gorgonzola  // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy.  I am especially bullish on  $Intuitive Surgical(ISRG)$  as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play. 

    Reply
    Report
    Fold Replies
    • koolgalReplying toSYCher
      Thanks
      2022-07-08
      Reply
      Report
    • SYCher
      Nice sharing
      2022-07-07
      Reply
      Report
    • WLC123
      g
      2022-07-07
      Reply
      Report
    View more 4 comments
  • 马斯克跟班
    ·2022-07-07
    配的黑的呵呵
    Reply
    Report
  • reeves
    ·2022-07-08
    继续加油吧
    Reply
    Report
  • 战无忧
    ·2022-07-17
    这篇文章不错,转发给大家看
    Reply
    Report
  • 海风吹了
    ·2022-07-13

    准备下手

    Reply
    Report
  • 任桂芬
    ·2022-07-12
    Reply
    Report
  • 梁咏琪
    ·2022-07-09
    给姑姑姑姑
    Reply
    Report
  • 熙熙999
    ·2022-07-08
    [害羞] [害羞] [害羞]
    Reply
    Report
  • rkHE
    ·2022-07-08
    [呆住] [财迷] [开心]
    Reply
    Report
  • TO66
    ·2022-07-07
    thanks for sharing
    Reply
    Report
  • Targarean
    ·2022-07-07
    English too? 😁🙏
    Reply
    Report