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)相关内容微创医疗(00853.HK)旗下心脉医疗科技预告半年利润跌10.5%-24.8%首选股恒端医药(600276.SH) +1.030 (+1.784%) |增持|72元人民币信达生物(01801.HK) -0.050 (-0.056%) 沽空 $1.70亿; 比率 12.225% |增持|95元药明生物(02269.HK) +0.250 (+0.883%) 沽空 $1.53亿; 比率 14.095% |增持|175元创新药/生物医药股和誉-B(02256.HK) +0.520 (+4.962%) |增持|13.6元康方生物-B(09926.HK) +1.200 (+0.860%) 沽空 $1.53亿; 比率 10.551% |增持|68.6元康宁杰瑞制药-B(09966.HK) +0.350 (+4.217%) 沽空 $1.01百万; 比率 2.156% |增持|31.2元腾盛博药-B(02137.HK) -0.060 (-2.857%) |增持|50.27->46元石药集团(01093.HK) +0.230 (+2.567%) 沽空 $3.06亿; 比率 23.038% |增持|12元基石药业-B(02616.HK) +0.390 (+6.311%) |增持|20.5->10.9元北海康成-B(01228.HK) -0.060 (-7.500%) |增持|11元云顶新耀-B(01952.HK) +0.050 (+0.069%) 沽空 $1.67千万; 比率 4.874% |增持|96.2元翰森制药(03692.HK) +1.550 (+4.493%) 沽空 $1.53亿; 比率 31.696% |增持|38.7->33.6元和铂医药-B(02142.HK) +0.690 (+8.313%) 沽空 $1.15千万; 比率 7.926% |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) +0.420 (+2.303%) 沽空 $5.87千万; 比率 18.385% |增持|35.3元康诺亚-B(02162.HK) +0.250 (+0.437%) 沽空 $3.14千万; 比率 10.106% |增持|74.8元李氏大药厂(00950.HK) +0.080 (+5.263%) |增持->与大市同步|6->4.1元欧康维视生物-B(01477.HK) +0.080 (+0.809%) 沽空 $5.87百万; 比率 11.437% |增持|33.5元荣昌生物-B(09995.HK) +1.800 (+2.611%) 沽空 $1.32千万; 比率 1.449% |增持|134.1元先声药业(02096.HK) -0.060 (-0.503%) 沽空 $1.08千万; 比率 7.919% |增持|11.5元中生制药(01177.HK) +0.080 (+1.173%) 沽空 $2.43亿; 比率 20.860% |增持|10元三生制药(01530.HK) +0.750 (+2.451%) 沽空 $1.92亿; 比率 19.726% |与大市同步|8.5元歌礼制药-B(01672.HK) +1.770 (+17.970%) 沽空 $3.17百万; 比率 1.943% |与大市同步->减持|2.8->2.6元研发药明康德(02359.HK) +1.900 (+2.090%) 沽空 $1.92亿; 比率 26.642% |增持|211元相关内容《大行》大摩降海吉亚医疗(06078.HK)目标价至19元 吁「增持」医疗设备先瑞达医疗-B(06669.HK) +0.560 (+4.605%) 沽空 $7.56万; 比率 0.990% |增持|25元微创医疗(00853.HK) -0.730 (-7.918%) 沽空 $3.10千万; 比率 5.342% |增持|53元沛嘉医疗-B(09996.HK) +0.220 (+2.774%) 沽空 $84.91万; 比率 4.361% |增持|30元威高股份(01066.HK) +0.290 (+4.468%) 沽空 $2.29千万; 比率 20.945% |与大市同步|17.3元归创通桥-B(02190.HK) -0.050 (-0.230%) 沽空 $56.37万; 比率 5.690% |增持|58元医院股海吉亚(06078.HK) +0.260 (+1.704%) 沽空 $3.41百万; 比率 3.473% |增持|90元锦欣生殖(01951.HK) +0.020 (+0.662%) 沽空 $4.32百万; 比率 3.225% |增持|18->12.4元华润医疗(01515.HK) +0.010 (+0.243%) 沽空 $1.77百万; 比率 6.538% |与大市同步|7.55->5.5元雍禾医疗(02279.HK) +0.450 (+18.293%) |增持|17元线上保健股阿里健康(00241.HK) +0.060 (+1.293%) 沽空 $1.01亿; 比率 21.147% |增持|13元平安好医生(01833.HK) -0.070 (-0.716%) 沽空 $1.25百万; 比率 1.155% |与大市同步|43元相关内容《大行》花旗:中生制药(01177.HK)收购礼新医药为业界首宗「中国对中国」并购 具里程碑意义分销商上海医药(02607.HK) -0.080 (-0.636%) 沽空 $1.02百万; 比率 2.054% |增持|20.8元国药控股(01099.HK) +0.020 (+0.106%) 沽空 $1.93千万; 比率 17.564% |与大市同步|21元华润医药(03320.HK) +0.040 (+0.745%) 沽空 $7.72百万; 比率 13.482% |与大市同步|5.5元制药股康哲药业(00867.HK) +0.080 (+0.602%) 沽空 $2.28千万; 比率 18.265% |增持|22元赛生药业(06600.HK)|增持|18.8元石四药(02005.HK) +0.050 (+1.608%) 沽空 $3.06百万; 比率 6.068% |增持|6.5元复星医药(02196.HK) -0.260 (-1.407%) 沽空 $7.49百万; 比率 4.429% |与大市同步|54元东阳光药(01558.HK) -0.040 (-0.229%) 沽空 $8.11百万; 比率 3.839% |与大市同步|7元联邦制药(03933.HK) -0.800 (-5.202%) 沽空 $6.03亿; 比率 64.195% |与大市同步|6.8元丽珠医药(01513.HK) +0.150 (+0.399%) 沽空 $7.84百万; 比率 7.285% |减持|22.6元绿叶制药(02186.HK) -0.100 (-2.564%) 沽空 $8.29千万; 比率 20.975% |减持|3.6元原料药股海普瑞(09989.HK) +0.040 (+0.624%) |增持|14.2元相关内容《大行》大摩最新亚太区各行业排名得分居首「增持」股份(表)中药股同仁堂国药(03613.HK) -0.010 (-0.105%) 沽空 $1.34百万; 比率 8.891% |增持|16.5元中国中药(00570.HK) 0.000 (0.000%) 沽空 $1.57百万; 比率 5.489% |增持|6.3元白云山(00874.HK) +0.040 (+0.222%) 沽空 $1.95百万; 比率 10.530% |与大市同步|23.5元神威药业(02877.HK) -0.050 (-0.599%) 沽空 $35.69万; 比率 3.487% |与大市同步|7.9元同仁堂科技(01666.HK) 0.000 (0.000%) 沽空 $17.87万; 比率 3.673% |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 2025-07-18 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。)