摩根士丹利发表研究报告,对中资医药、研发、医疗设备、分销及中药股投资评级及目标价表列如下:股份|投资评级|目标价(港元)相关内容国药(01099.HK)附属国药一致首季净利润3.89亿人民币 增长7.3%首选股恒端医药(600276.SH) +1.310 (+2.957%) |增持|72元人民币信达生物(01801.HK) +0.600 (+1.556%) 沽空 $5.34千万; 比率 18.631% |增持|95元药明生物(02269.HK) +0.740 (+5.808%) 沽空 $4.75千万; 比率 6.442% |增持|175元创新药/生物医药股和誉-B(02256.HK) +0.150 (+4.792%) |增持|13.6元康方生物-B(09926.HK) +0.250 (+0.516%) 沽空 $1.23千万; 比率 7.160% |增持|68.6元康宁杰瑞制药-B(09966.HK) +0.220 (+4.944%) 沽空 $82.20万; 比率 8.044% |增持|31.2元腾盛博药-B(02137.HK) +0.070 (+6.422%) |增持|50.27->46元石药集团(01093.HK) +0.080 (+1.227%) 沽空 $2.45千万; 比率 7.921% |增持|12元基石药业-B(02616.HK) 0.000 (0.000%) |增持|20.5->10.9元北海康成-B(01228.HK) +0.005 (+1.136%) |增持|11元云顶新耀-B(01952.HK) +0.550 (+2.282%) 沽空 $1.21千万; 比率 11.604% |增持|96.2元翰森制药(03692.HK) +0.420 (+2.500%) 沽空 $1.09千万; 比率 11.506% |增持|38.7->33.6元和铂医药-B(02142.HK) +0.060 (+5.042%) |增持|13.9元和黄医药(HCM.US) |增持|40.3->46.3美元诺诚健华-B(09969.HK) +0.060 (+1.367%) 沽空 $73.31万; 比率 5.923% |增持|35.3元康诺亚-B(02162.HK) -0.050 (-0.143%) 沽空 $2.24百万; 比率 5.538% |增持|74.8元李氏大药厂(00950.HK) -0.010 (-0.917%) |增持->与大市同步|6->4.1元欧康维视生物-B(01477.HK) +0.470 (+7.833%) 沽空 $42.11万; 比率 4.466% |增持|33.5元荣昌生物-B(09995.HK) +0.250 (+0.826%) 沽空 $3.06百万; 比率 8.567% |增持|134.1元先声药业(02096.HK) +0.060 (+1.145%) 沽空 $2.27百万; 比率 6.801% |增持|11.5元中生制药(01177.HK) +0.030 (+1.095%) 沽空 $1.65千万; 比率 15.061% |增持|10元三生制药(01530.HK) +0.030 (+0.496%) 沽空 $1.15千万; 比率 18.746% |与大市同步|8.5元歌礼制药-B(01672.HK) -0.020 (-1.471%) |与大市同步->减持|2.8->2.6元研发药明康德(02359.HK) +1.450 (+4.296%) 沽空 $1.14千万; 比率 3.587% |增持|211元相关内容石药集团(01093.HK)附属石药创新首季利润7,906万人民币 倒退38.9%医疗设备先瑞达医疗-B(06669.HK) -0.220 (-3.395%) |增持|25元微创医疗(00853.HK) +0.200 (+3.509%) 沽空 $9.59百万; 比率 13.678% |增持|53元沛嘉医疗-B(09996.HK) 0.000 (0.000%) |增持|30元威高股份(01066.HK) +0.050 (+0.990%) 沽空 $1.96百万; 比率 4.770% |与大市同步|17.3元归创通桥-B(02190.HK) +0.100 (+0.977%) 沽空 $1.05万; 比率 1.559% |增持|58元医院股海吉亚(06078.HK) +1.800 (+5.882%) 沽空 $6.17百万; 比率 6.185% |增持|90元锦欣生殖(01951.HK) +0.140 (+5.691%) 沽空 $7.74百万; 比率 11.369% |增持|18->12.4元华润医疗(01515.HK) +0.140 (+3.509%) 沽空 $1.53百万; 比率 13.636% |与大市同步|7.55->5.5元雍禾医疗(02279.HK) +0.040 (+3.571%) |增持|17元线上保健股阿里健康(00241.HK) +0.200 (+7.273%) 沽空 $3.61千万; 比率 16.983% |增持|13元平安好医生(01833.HK) +0.560 (+5.344%) 沽空 $1.96千万; 比率 16.132% |与大市同步|43元相关内容《业绩》白云山(00874.HK)首季纯利19.58亿元人民币升2.6%分销商上海医药(02607.HK) +0.100 (+0.891%) 沽空 $2.60百万; 比率 8.559% |增持|20.8元国药控股(01099.HK) -0.200 (-0.920%) 沽空 $6.28千万; 比率 36.335% |与大市同步|21元华润医药(03320.HK) +0.080 (+1.613%) 沽空 $2.14百万; 比率 4.265% |与大市同步|5.5元制药股康哲药业(00867.HK) +0.130 (+1.839%) 沽空 $1.06千万; 比率 22.962% |增持|22元赛生药业(06600.HK) +0.020 (+0.111%) 沽空 $17.12万; 比率 0.223% |增持|18.8元石四药(02005.HK) +0.050 (+1.055%) 沽空 $1.98百万; 比率 14.789% |增持|6.5元复星医药(02196.HK) +0.260 (+2.167%) 沽空 $2.98百万; 比率 6.440% |与大市同步|54元东阳光药(01558.HK) +0.300 (+2.400%) 沽空 $46.94万; 比率 1.860% |与大市同步|7元联邦制药(03933.HK) -0.290 (-2.968%) 沽空 $3.61百万; 比率 6.277% |与大市同步|6.8元丽珠医药(01513.HK) -0.100 (-0.380%) 沽空 $2.67百万; 比率 19.337% |减持|22.6元绿叶制药(02186.HK) +0.020 (+0.741%) 沽空 $3.07百万; 比率 4.510% |减持|3.6元原料药股海普瑞(09989.HK) +0.100 (+3.257%) |增持|14.2元相关内容《大行》大摩升中国中药(00570.HK)目标价至5.4元 评级「增持」中药股同仁堂国药(03613.HK) +0.320 (+3.448%) 沽空 $1.13百万; 比率 7.423% |增持|16.5元中国中药(00570.HK) -0.020 (-0.463%) 沽空 $1.90百万; 比率 1.015% |增持|6.3元白云山(00874.HK) +0.050 (+0.239%) 沽空 $2.55百万; 比率 12.257% |与大市同步|23.5元神威药业(02877.HK) +0.250 (+2.674%) 沽空 $1.03百万; 比率 13.021% |与大市同步|7.9元同仁堂科技(01666.HK) +0.380 (+7.708%) 沽空 $41.26万; 比率 2.553% |与大市同步|6.9元(da/a)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-26 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)