
$WUXI APPTEC(02359.HK)涨了八个点比较亮,CXO 这条线这波明显有资金回流;$Merck(MRK.US)也涨了三四个点,大药企跟着走强;$3SBIO(01530.HK)基本没动😸
在芯片股崩盘、资金找防御的日子里,创新药和 CXO 反而成了避风港,业绩确定性强、跟 AI 周期不沾边,这种时候相对抗跌还能逆势涨。
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