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《大行》大摩降国药(01099.HK)目标价至28元 评级「增持」首选股恒端医药(600276.SH) +0.600 (+1.373%) |增持|72元人民币信达生物(01801.HK) +0.400 (+1.048%) 沽空 $6.08千万; 比率 19.856% |增持|95元药明生物(02269.HK) -0.160 (-1.240%) 沽空 $3.64千万; 比率 7.197% |增持|175元创新药/生物医药股和誉-B(02256.HK) +0.020 (+0.643%) |增持|13.6元康方生物-B(09926.HK) +1.000 (+2.107%) 沽空 $1.57千万; 比率 10.758% |增持|68.6元康宁杰瑞制药-B(09966.HK) +0.040 (+0.907%) 沽空 $1.42百万; 比率 19.706% |增持|31.2元腾盛博药-B(02137.HK) +0.090 (+9.000%) |增持|50.27->46元石药集团(01093.HK) +0.300 (+4.823%) 沽空 $8.61千万; 比率 19.635% |增持|12元基石药业-B(02616.HK) -0.020 (-2.174%) |增持|20.5->10.9元北海康成-B(01228.HK) -0.030 (-6.383%) |增持|11元云顶新耀-B(01952.HK) +0.600 (+2.553%) 沽空 $6.33百万; 比率 7.887% |增持|96.2元翰森制药(03692.HK) 0.000 (0.000%) 沽空 $9.83百万; 比率 11.848% |增持|38.7->33.6元和铂医药-B(02142.HK) +0.070 (+6.250%) |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 (+1.386%) 沽空 $1.19百万; 比率 12.020% |增持|35.3元康诺亚-B(02162.HK) +1.300 (+3.863%) 沽空 $8.86百万; 比率 18.164% |增持|74.8元李氏大药厂(00950.HK) -0.060 (-5.217%) |增持->与大市同步|6->4.1元欧康维视生物-B(01477.HK) -0.030 (-0.498%) 沽空 $89.77万; 比率 14.492% |增持|33.5元荣昌生物-B(09995.HK) +0.850 (+2.891%) 沽空 $4.24百万; 比率 7.159% |增持|134.1元先声药业(02096.HK) 0.000 (0.000%) 沽空 $5.43百万; 比率 16.199% |增持|11.5元中生制药(01177.HK) +0.060 (+2.239%) 沽空 $4.79千万; 比率 19.280% |增持|10元三生制药(01530.HK) +0.220 (+3.774%) 沽空 $1.48千万; 比率 16.719% |与大市同步|8.5元歌礼制药-B(01672.HK) +0.050 (+3.817%) |与大市同步->减持|2.8->2.6元研发药明康德(02359.HK) -0.450 (-1.316%) 沽空 $1.98千万; 比率 12.024% |增持|211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%医疗设备先瑞达医疗-B(06669.HK) +0.250 (+4.013%) |增持|25元微创医疗(00853.HK) -0.080 (-1.384%) 沽空 $6.44百万; 比率 18.815% |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) +0.080 (+1.610%) 沽空 $2.55百万; 比率 6.799% |与大市同步|17.3元归创通桥-B(02190.HK) -0.260 (-2.476%) 沽空 $6.12万; 比率 8.973% |增持|58元医院股海吉亚(06078.HK) -0.650 (-2.080%) 沽空 $9.41百万; 比率 10.437% |增持|90元锦欣生殖(01951.HK) -0.020 (-0.806%) 沽空 $2.74百万; 比率 7.832% |增持|18->12.4元华润医疗(01515.HK) +0.030 (+0.758%) 沽空 $2.45百万; 比率 20.234% |与大市同步|7.55->5.5元雍禾医疗(02279.HK) -0.010 (-0.885%) |增持|17元线上保健股阿里健康(00241.HK) 0.000 (0.000%) 沽空 $2.44千万; 比率 23.493% |增持|13元平安好医生(01833.HK) -0.040 (-0.380%) 沽空 $1.13千万; 比率 20.394% |与大市同步|43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」分销商上海医药(02607.HK) 0.000 (0.000%) 沽空 $3.70百万; 比率 9.578% |增持|20.8元国药控股(01099.HK) +0.150 (+0.694%) 沽空 $1.94千万; 比率 19.677% |与大市同步|21元华润医药(03320.HK) +0.080 (+1.639%) 沽空 $3.09百万; 比率 6.015% |与大市同步|5.5元制药股康哲药业(00867.HK) +0.040 (+0.569%) 沽空 $1.38千万; 比率 26.949% |增持|22元赛生药业(06600.HK) 0.000 (0.000%) 沽空 $1.03千万; 比率 14.028% |增持|18.8元石四药(02005.HK) -0.020 (-0.420%) 沽空 $1.11百万; 比率 14.429% |增持|6.5元复星医药(02196.HK) +0.140 (+1.180%) 沽空 $5.67百万; 比率 15.416% |与大市同步|54元东阳光药(01558.HK) +0.420 (+3.477%) 沽空 $1.84百万; 比率 6.668% |与大市同步|7元联邦制药(03933.HK) +0.380 (+4.047%) 沽空 $2.94百万; 比率 9.710% |与大市同步|6.8元丽珠医药(01513.HK) +0.550 (+2.132%) 沽空 $4.79百万; 比率 19.041% |减持|22.6元绿叶制药(02186.HK) +0.010 (+0.372%) 沽空 $2.53百万; 比率 3.777% |减持|3.6元原料药股海普瑞(09989.HK) +0.090 (+3.020%) |增持|14.2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%中药股同仁堂国药(03613.HK) +0.020 (+0.216%) 沽空 $1.34百万; 比率 11.394% |增持|16.5元中国中药(00570.HK) -0.010 (-0.231%) 沽空 $92.47万; 比率 1.604% |增持|6.3元白云山(00874.HK) +0.450 (+2.200%) 沽空 $1.79百万; 比率 7.968% |与大市同步|23.5元神威药业(02877.HK) +0.020 (+0.214%) 沽空 $73.12万; 比率 14.534% |与大市同步|7.9元同仁堂科技(01666.HK) +0.110 (+2.282%) 沽空 $7.83万; 比率 1.921% |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 2024-04-25 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。)