创新药板块震荡反弹华泰证券：增量资金是后市走向关键

腾讯自选股03-27

大盘简报1、固态电池概念股高开，丰山集团、科森科技涨停，三祥新材、翔丰华、丰元股份等多股高开。消息面上，3月26日晚，vivo全球首发了半固态电池技术，该技术有效解决了手机电池在极低温环境下的续航难题。2、食品股开盘拉升，盐津铺子涨停，海融科技、品渥食品涨超5%。消息面上，盐津铺子3月26日晚间披露2023年度报告。公司2023年实现归属于上市公司股东的净利润5.06亿元，同比增长67.76%；...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2422988182?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-27 10:40","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2422988182","market":"sh","top_or_hot":-1,"title":"创新药板块震荡反弹 华泰证券：增量资金是后市走向关键","media":"腾讯自选股","content":"<div>\n<p>大盘简报1、固态电池概念股高开，丰山集团、科森科技涨停，三祥新材、翔丰华、丰元股份等多股高开。消息面上，3月26日晚，vivo全球首发了半固态电池技术，该技术有效解决了手机电池在极低温环境下的续航难题。2、食品股开盘拉升，盐津铺子涨停，海融科技、品渥食品涨超5%。消息面上，盐津铺子3月26日晚间披露2023年度报告。公司2023年实现归属于上市公司股东的净利润5.06亿元，同比增长67.76%；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240327101906861e17f3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>创新药板块震荡反弹 华泰证券：增量资金是后市走向关键</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n创新药板块震荡反弹 华泰证券：增量资金是后市走向关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 10:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240327101906861e17f3&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大盘简报1、固态电池概念股高开，丰山集团、科森科技涨停，三祥新材、翔丰华、丰元股份等多股高开。消息面上，3月26日晚，vivo全球首发了半固态电池技术，该技术有效解决了手机电池在极低温环境下的续航难题。2、食品股开盘拉升，盐津铺子涨停，海融科技、品渥食品涨超5%。消息面上，盐津铺子3月26日晚间披露2023年度报告。公司2023年实现归属于上市公司股东的净利润5.06亿元，同比增长67.76%；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240327101906861e17f3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0072913022.USD","symbol_name":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240327101906861e17f3&s=b","article_id":"2422988182","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240327101906861e17f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2422988182","pubTimestamp":1711507209,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"消息面上，盐津铺子3月26日晚间披露2023年度报告。市场解读华泰证券：增量资金是后市走向关键市场进入反弹歇脚期，经济预期改善、增量资金进场或是后续走向的关键。包括美国在内的海外创新药市场具有人均支付水平高的特点，创新药“出海”能够使我国创新药企分享健康消费红利。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"588000":"科创50ETF","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","000016":"深康佳A","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK0028":"国家队","BK0201":"可转债","000001":"平安银行","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","BK0188":"融资融券","BK0187":"一线龙头","BK0278":"货币金融","000688":"国城矿业","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK0183":"MSCI概念","BK0012":"证金概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","000905":"厦门港务"},"translate_title":"Innovative medicine sector shocks and rebounds Huatai Securities: Incremental funds are the key to the market outlook","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"588000":0.9,"000016":0.9,"000688":0.9,"000905":0.9,"000001":0.9},"content_text":"大盘简报1、固态电池概念股高开，丰山集团、科森科技涨停，三祥新材、翔丰华、丰元股份等多股高开。消息面上，3月26日晚，vivo全球首发了半固态电池技术，该技术有效解决了手机电池在极低温环境下的续航难题。2、食品股开盘拉升，盐津铺子涨停，海融科技、品渥食品涨超5%。消息面上，盐津铺子3月26日晚间披露2023年度报告。公司2023年实现归属于上市公司股东的净利润5.06亿元，同比增长67.76%；基本每股收益为2.64元。3、创新药板块震荡反弹，奥赛康涨停。消息面上，日前举行的中国发展高层论坛2024年年会大健康产业专题研讨会，行业重磅专家表示，中国的生物医药产业发展已经有了一个很好的基础，鼓励创新药发展的生态环境正在形成。4、减肥药概念股、生物科技公司Viking Therapeutics盘中一度上涨将近28.8%，创2月27日以来最大盘中涨幅，最终收涨近17%。自今年年初以来，Viking股价已经涨了342%，使公司的市值增加到88亿美元左右。市场解读华泰证券：增量资金是后市走向关键市场进入反弹歇脚期，经济预期改善、增量资金进场或是后续走向的关键。市场交易处于“春分时刻”，收获季节之前，布局上，短期看两大主题，中期看风格切换，长期看深度价值。华西证券：固态电池有望加速产业化进程近期多家企业固态电池在性能提升、量产进度等方面不断推进，有望加速（半）固态电池的产业化进程。安信证券：未来智能驾驶功能或成为整车销量胜负手自动驾驶仍处在向前快速迭代的过程中，伴随L3法规的逐步放开和算法的持续升级，自动驾驶功能或成为消费者购车的新需求。未来智能驾驶功能或成为整车销量胜负手，同时智能驾驶相关零部件企业有望凭借技术优势和产品迭代获得更大成长机会。银华基金：2024年有望成为我国医药出海爆发增长元年2024年有望成为我国医药出海爆发增长元年。包括美国在内的海外创新药市场具有人均支付水平高的特点，创新药“出海”能够使我国创新药企分享健康消费红利。高盛：全球抗肥胖药物市场的年销售额可能会增长到1000亿到2030年，全球抗肥胖药物市场的年销售额可能会增长到1000亿美元左右，而2023年早些时候的年销售额仅仅为60亿美元。高盛的预测基于2030年大约1500万美国成年人接受抗肥胖药物治疗进行慢性减肥管理，而美国将有约1.05亿属于医学意义上肥胖或超重的成年人。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422988182"}

创新药板块震荡反弹 华泰证券：增量资金是后市走向关键

精彩评论

创新药板块震荡反弹华泰证券：增量资金是后市走向关键