$药明康德(0235_老虎社区_美港股上老虎

$药明康德(02359)$创新药预期太强，这种就会导致资金过度涌入估值大幅抬高，任何业绩略逊或政策风向变化都可能引发剧烈回调。此时即便有情怀和故事，也不该追高买入。

6月9日港股强势上涨，恒生指数今天涨1.63%，站上24000点，创反弹以来的新高，资金也持续南下。板块上，创新药再次大涨，自底部以来已经翻倍；新消费股持续上行，泡泡玛特曾再度创下新高。【大家觉得目前两大热门板块，哪个还不算追高？还有哪些板块值得埋伏吗？】

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