药捷安康的暴涨反映了_老虎社区_美港股上老虎

药捷安康的暴涨反映了市场对创新药临床进展及政策资金的乐观情绪。

创新药行业长期受益于政策支持、研发实力提升和出海加速，前景依然坚实。但短期需警惕个股因炒作涨幅过大后的估值风险，建议关注差异化技术平台和出海能力强的企业，避免追高，理性布局。

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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