$恒瑞医药(0127_老虎社区_美港股上老虎

$恒瑞医药(01276)$医药的逻辑已经变了。一是集采不再以价格为核心基准。二是头部医药企业都有自己的创新科技属性。三是国内对医药医疗的需求，只会增加不会减少。恒瑞继续持有，一毛钱不卖。

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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