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康休

65.60

+0.0000

成交量：- -

成交额：- -

市值：127.60亿

市盈率：-1.26

高：65.60

开：65.60

低：65.60

收：65.60

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总览公司新闻公告

“AI+”强势回归，医疗ETF（512170）放量拉涨1.45%！CXO概念股集体冲高，巨头药明康德大涨3.5%

【海通证券：DeepSeek时刻，关注创新药和AI医疗的机会】海通证券认为，DeepSeek带来了市场对AI行业的关注，有较强的数据整合实力的应用公司是这一轮AI+医药的关注点，需要考虑创造新场景以及原有需求下降本增效的商业可能的路径，建议关注在医疗入口级创造新场景的公司。海通证券认为，随着全链条支持创新药产业发展的政策提出，各种配套政策也在陆续落地，展望未来，一方面期待政策为真创新的药物提供良好的发展空间，另一方面看好医保局和商保公司的协作，通力打造1+3+n的多层次医疗保障体系，打开支付端新空间，建议关注产业链的机会。海通证券认为，消费需求边际回暖，建议关注板块龙头。综上，在3月月度组合的配置上，重点关注创新药/CXO（创新药产业链）、医疗服务（消费+AI）、互联网医疗（AI）的相关机会。

AI医疗、CXO齐挫，卫宁健康、博腾股份领跌，医疗ETF（512170）放量跌2.56%，周线止步三连阳！

【港股CXO概念股走低昭衍新药跌超10%】港股CXO概念股走低，昭衍新药跌超10%，康龙化成、凯莱英、药明康德、药明生物等跟跌。

三重buff叠加，医疗ETF（512170）尾盘溢价飙升！CXO强劲反弹，药明康德涨超3%！AI医疗再调整，迪安诊断领跌

CXO、AI医疗大面积飘绿！医疗ETF（512170）盘中跌逾1%，场内溢价交易，昨日超3.3亿元资金逢跌涌入！

港股CXO板块遇冷药明康德跌超10%

CXO概念午后继续下探，消息称特朗普要求制药商将生产转移

港股午评：创阶段新高后回落，恒指跌0.55%，科技股普跌，CXO板块重挫

CXO板块集体重挫，药明生物跌超9%，特朗普敦促药厂返美生产，否则面临关税

AI+医疗分化！CXO巨头大涨6.29%再刷阶段新高，美年健康回调3.46%！医疗ETF（512170）尾盘发力斩获三连阳

港股午评：恒生科技指数涨4.69% 科技股持续向好

医药医疗领涨两市，医疗ETF（512170）直线冲高3.44%！CXO一马当先，泰格医药飙升逾9%！AI医疗概念同步活跃

继续上攻！医疗ETF（512170）飙涨5%！AI医疗大爆发，迪安诊断20CM涨停！CXO同步冲高，药明康德涨超5%

【港股CXO概念股盘初走强，药明康德涨超5%】港股CXO概念股盘初走强，药明康德、药明生物、金斯瑞生物科技涨超5%，康龙化成、泰格医药跟涨。

十大券商策略曝光！AI主线愈加明朗，春季行情有望延续

奥浦迈欲吞下澎立生物，CXO小规模企业开始“抱团取暖”丨并购一线

港股异动 | CRO概念股早盘普涨创新药出海持续推进全球降息背景有助CXO海外业务改善

【中信证券：技术创新迭代驱动医疗健康产业新一轮高成长】中信证券研报称，第43届J.P. Morgan医疗健康大会于2025年1月13日至16日在美国旧金山召开。作为业内规模最大、内容最丰富的医疗健康投资研讨会，它将全球行业领袖、新兴快速增长公司、创新技术创造者和投资界人士紧密联系在一起。根据参会公司披露的交流情况，具体来看，创新药方面围绕核心单品/领域的技术迭代和BD仍是Pharma增长引擎；CXO和生命科学上游方面，上游研发需求正温和复苏中，国内刺激政策有望带来生命科学端的需求提升；医疗器械方面，重点在于聚焦技术创新和产品迭代，挖掘新领域并提升产品竞争力；疫苗方面，持续研发高价次以及创新疫苗仍是MNC企业疫苗管线发展重点。医疗健康产业领域的国际资本互动火热，同时技术创新驱动医疗健康产业发展，2025年是在底部布局医疗健康产业优秀赛道和头部核心企业的最佳机会，建议持续关注医疗健康产业。

特朗普“归来”，CXO一哥“利剑”高悬

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21:39","pubTimestamp":1740749940,"startTime":"0","endTime":"0","summary":"　　2月28日，A股深度调整，4770股收跌，创业板指跌3.82%。大市承压，医疗板块同步走低，中证医疗指数50只成份股中仅华大智造、惠泰医疗、亚辉龙等6股收涨。　　AI医疗概念股领跌，卫宁健康下挫7%，迪安诊断、金域医学跌超5%。CXO概念跌幅亦居前列，博腾股份、昭衍新药跌逾6%，巨头药明康德跌2.11%，康龙化成跌5.91%。　　医疗ETF被动跟踪中证医疗指数，全天单边下行，场内收跌2.56%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-02-28/doc-inemzyrf2197986.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0077","159828","BK0058","159891","300363","BK0146","BK0239","BK0188","BK0028","BK0114","512170","BK0020","BK0231","CXO","300253"],"gpt_icon":0},{"id":"2514362121","title":"【港股CXO概念股走低 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20:01","pubTimestamp":1740571260,"startTime":"0","endTime":"0","summary":"经过连续2日的调整，2月26日，CXO助力医疗板块回暖，中证医疗指数震荡收涨。CXO概念股强劲反弹，昭衍新药、泰格医药联袂涨超4%，巨头药明康德大涨3.12%。　　此前显著受益AI医疗行情的热股继续回调，迪安诊断、卫宁健康跌幅均超4%，华大基因、华大智造跌超3%，金域医学、美年健康、联影医疗跌逾1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-02-26/doc-inemvnmf7262642.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["512170","BK1583","LU1997245177.USD","BK0236","BK0216","BK1141","BK0028","BK0197","LU2125910500.SGD","BK0114","LU0052750758.USD","02359","603259","BK0070","BK0042","BK1576","LU1997245094.SGD","LU0456842615.SGD","LU2045819591.USD","159891","CXO","LU0320764599.SGD","LU0708995583.HKD","LU2242644610.SGD","LU2488822045.USD","LU1046422090.SGD","159828","BK0186","300244","BK0146"],"gpt_icon":0},{"id":"2514403811","title":"CXO、AI医疗大面积飘绿！医疗ETF（512170）盘中跌逾1%，场内溢价交易，昨日超3.3亿元资金逢跌涌入！","url":"https://stock-news.laohu8.com/highlight/detail?id=2514403811","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514403811?lang=zh_cn&edition=fundamental","pubTime":"2025-02-25 11:02","pubTimestamp":1740452520,"startTime":"0","endTime":"0","summary":"25日早盘，A股全线低开，深成指、创指现跌逾1%。医疗板块连续第2日调整，与AI+关联较高的诊断、医疗设备领域个股跌幅居前，九强生物、鱼跃医疗、开立医疗等均跌逾2%。CXO概念同步下行，博腾股份、泰格医药、昭衍新药跌幅均在2%左右。　　医疗ETF反映医疗板块整体行情走势，早盘低开后呈震荡走势，一度跌逾1%，现跌0.84%，场内持续溢价交易，反映买盘资金相对强势。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-02-25/doc-inemsfyi4652993.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CXO","512170","159891","159828"],"gpt_icon":0},{"id":"2513126710","title":"港股CXO板块遇冷 药明康德跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2513126710","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513126710?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 17:06","pubTimestamp":1740387979,"startTime":"0","endTime":"0","summary":"2月24日，港股市场CXO板块遭遇重挫。截至收盘，康龙化成（03759）跌超7%、维亚生物（01873）、药明生物（02269）跌超9%，药明康德（02359）跌超10%、方达控股（01521）下跌近14%，板块整体跑输恒生指数。市场分析指出，此次调整主要受海外市场情绪传导影响，部分国际资金近期对生物科技产业链持审慎态度，叠加CXO板块前期估值较高，加剧资金获利了结意愿。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202502243327787895.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1141","LU0052750758.USD","LU2125910500.SGD","BK1576","HSCEI","HSTECH","LU1046422090.SGD","02359","LU2045819591.USD","YANG","CXO","LU0320764599.SGD","BK1583","LU0708995583.HKD","LU2242644610.SGD"],"gpt_icon":0},{"id":"2513718033","title":"CXO概念午后继续下探，消息称特朗普要求制药商将生产转移","url":"https://stock-news.laohu8.com/highlight/detail?id=2513718033","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513718033?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 14:20","pubTimestamp":1740378000,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　2月24日消息，CXO概念午后继续下探，方达控股、维亚生物、药明康德、药明生物纷纷跌超10%。\n\n　　消息面上，市场消息称，美国总统唐纳德·特朗普在一次非公开会议上警告制药商关税即将到来，并表示企业应尽快将海外生产转移到美国。\n　　此前在2月19日，特朗普宣称将再挥关税大棒，拟对汽车、芯片和医药行业加征25%关税，最早将于4月初公布。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-02-24/doc-inemqiif5448828.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["01477","BK1574","CXO","BK1191"],"gpt_icon":0},{"id":"2513794350","title":"港股午评：创阶段新高后回落，恒指跌0.55%，科技股普跌，CXO板块重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2513794350","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513794350?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 12:12","pubTimestamp":1740370322,"startTime":"0","endTime":"0","summary":"三大指数临近午盘现跳水行情，恒生科技指数跌1.44%，恒生指数、国企指数分别下跌0.55%及0.45%。","market":"us","thumbnail":"https://img3.gelonghui.com/2275d-def33eba-4416-4c6b-aa5e-f5f3f40b7092.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/2275d-def33eba-4416-4c6b-aa5e-f5f3f40b7092.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1800495","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["HSTECH","HSI","BK1147","HSCEI","02833","MCHmain","03086","513600","HHImain","TTTN","YANG","CXO"],"gpt_icon":1},{"id":"2513791718","title":"CXO板块集体重挫，药明生物跌超9%，特朗普敦促药厂返美生产，否则面临关税","url":"https://stock-news.laohu8.com/highlight/detail?id=2513791718","media":"格隆汇","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513791718?lang=zh_cn&edition=fundamental","pubTime":"2025-02-24 11:55","pubTimestamp":1740369313,"startTime":"0","endTime":"0","summary":"港股市场CXO板块集体重挫，其中，药明生物、药明康德跌超9%，维亚生物跌超8%，方达控股、康龙化成、泰格医药跌超6%。有媒体引述消息人士称，美国总统特朗普在一次非公开会议上警告药厂关税即将到来，称企业应尽快将海外生产转移到美国。特朗普上周在白宫会见多间制药企业的高层，包括礼来、默克、辉瑞的行政总裁，以及业内最大游说组织的负责人。这些药厂高层原本希望说服特朗普支持缩减一项允许联邦政府对某些药品价格进行谈判的法律，并支持遏制中间商的政策。\n\n\r\n            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21:48","pubTimestamp":1740145680,"startTime":"0","endTime":"0","summary":"2月21日，A股全线上涨，市场成交额时隔两个月重回2万亿元规模。继前一日逆市大涨后，医疗板块日内走势震荡。CXO延续强势，巨头药明康德大涨6.29%，股价再创近1年新高！前期大热AI医疗概念内部分化，卫宁健康、华大智造大涨超4.5%，而美年健康下挫3.46%，九安医疗跌超2.55%。　　医疗ETF反映医疗板块整体行情走势，早盘低位盘整，尾盘奋力拉升，场内最终收涨1.11%，跑赢72%成份股，收盘价续创2024年11月14日以来新高！","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/money/fund/etf/2025-02-21/doc-inemhhzz8103264.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0196","BK0146","002044","159828","BK0236","LU2097828557.USD","LU2097828714.EUR","159891","LU2097828805.USD","CXO","LU2097828474.EUR","BK0077","LU2097828631.EUR","BK0114","512170","BK0028"],"gpt_icon":0},{"id":"2513809732","title":"港股午评：恒生科技指数涨4.69% 科技股持续向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2513809732","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2513809732?lang=zh_cn&edition=fundamental","pubTime":"2025-02-21 12:08","pubTimestamp":1740110896,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["03086","02833","09988","00728","LU0348814723.USD","513600","CXO.AU","TTTN","159787","HHImain","HSCEI","07226","BK4526","BABA","BK4535","LU1282651048.USD","159582","00981","601728","BK1163","MCHmain","688981","HSTECH","00992","00762","MHImain","LU0543330483.HKD","159796","SG9999001903.USD","HSImain","IE00BZ08YT58.USD","BK4510","LU0463099449.HKD","LU1105468828.SGD","LU1046421795.USD","YANG","BK1506","LNVGY","600050","HBBD.SI","80992","LU0251144936.SGD","09626","BILI","CHU","BK1608","89988","CXO","HSI"],"gpt_icon":0},{"id":"2512463982","title":"医药医疗领涨两市，医疗ETF（512170）直线冲高3.44%！CXO一马当先，泰格医药飙升逾9%！AI医疗概念同步活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=2512463982","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512463982?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 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