赛道确实挺挤的，热度_老虎社区_美港股上老虎

赛道确实挺挤的，热度也高。不过我觉得高盛说得有道理，国内创新药现在还是价值洼地，价值重估已经开始啦！ $再鼎医药(09688)$ $荣昌生物(09995)$ $先声药业(02096)$

当地时间9月25日，美国总统特朗普宣布，自10月1日起，美国将对多类进口产品实施新一轮高额关税，其中对任何品牌或专利的医药产品征收100%的关税。【受此影响，港股医药股集体低开，恒瑞、药明系列纷纷下跌。大家觉得会有多大影响？现在能否逢低上车？】

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镇远流浪猫
08-21
镇远流浪猫
确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。
镇远流浪猫
08-21
镇远流浪猫
确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。

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