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高瓴概念
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银河证券发研报指,政府工作报告中对2025年医药卫生工作做出全面部署,与以往两会报告相比,创新、医保、医疗服务改革是2025年医药产业重点关注方向。该行认为,医药板块经历较长时间调整,整体估值处于较低水平,且公募持仓低配。2025年在支持引导商保发展的政策背景下,支付端有望边际改善,创新药械有望获益。医药行情将迎来修复,结构性机会依然存在,从短期和中长期确定性增长角度来选择标的,看好创新药产业链、出海及细分行业龙头,关注医药消费复苏。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954545","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":null,"symbols":["LU0359202008.SGD","LU0348825331.USD","LU0979878070.USD","02269","LU0819121731.USD","159938","BK1574","LU1242518857.USD","LU1794554557.SGD","LU2125910500.SGD","BK1589","LU0588546209.SGD","06978","LU0417516738.SGD","03347","LU0456846285.SGD","09939","LU0326950275.SGD","LU0417516902.SGD","LU2045819591.USD","LU0320764599.SGD","BK1515","LU1046422090.SGD","SG9999002463.SGD","LU0327786744.USD","LU0823426308.USD","BK1521","BK1576","LU1720050803.USD","LU0516423091.SGD","LU0516423174.USD","IE00B0JY6N72.USD","LU0039217434.USD","02359","LU0359201612.USD","BK1583","LU0823426480.USD","LU0052750758.USD","BK1161","LU0516422440.USD","LU0516422952.EUR","LU0516422366.SGD","LU0140636845.USD","SG9999002562.SGD","159992","LU0456827905.SGD","LU2039709279.SGD","LU0307460666.USD","LU0856984785.SGD","LU0181495838.USD"],"gpt_icon":0},{"id":"2517962148","title":"特朗普行政令設立兩類數字資產持有機制","url":"https://stock-news.laohu8.com/highlight/detail?id=2517962148","media":"Odaily","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517962148?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 08:41","pubTimestamp":1741308083,"startTime":"0","endTime":"0","summary":"Odaily星球日报讯 记者 Eleanor Terrett 在 X 发文,特朗普的行政令建立了两个不同的数字资产存储机制:\n1. 战略储备(Strategic Reserve)仅存储比特币(BTC)—被视为最佳价值储存数字资产\n初始资金来源:政府多年来通过刑事和民事没收获得的约 20 万枚比特币\n独特授权:财政部长 Bessent 和商务部长 Lutnick 获准探索不增加纳税人负担的方式获取更多比特币\n定位为国家级数字价值储备\n2. 数字资产储备库(Digital Asset Stockpile)包含比特币以外的其他数字资产—可能包括 XRP、ADA、ETH 和 SOL 及其他资产\n由财政部负责对政府持有的数字资产进行\"负责任的管理\"\n政府只会探索使用预算中性方式购买更多比特币,而不会主动寻求增加储备库中其他数字资产的数量。\n行政令同时要求对政府目前持有的所有数字资产进行全面审计,确保资产管理透明度。\n","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.odaily.news/newsflash/422181?source=share","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":"odaily_live","symbols":["BK4129","BTC.USD.HKCC","09439","BTC.USD.CC","BK1583","ETH","BK4519","09042","BK4588","03042","AVAX.USD.HKCC","SOL","09983","ETH.USD.HKCC","MSTU","BTC","BK1258","BK1229","BK4585","IBIT","BK4594","83042","XBTmain","BK4601","03008","BK1611","BTCmain","BK1542","SOL.USD.HKCC","03439","09008"],"gpt_icon":0},{"id":"2517143715","title":"【灣區早參】香港政府回應標普報告:住宅供應未過剩","url":"https://stock-news.laohu8.com/highlight/detail?id=2517143715","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517143715?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 08:35","pubTimestamp":1741307742,"startTime":"0","endTime":"0","summary":"至于非住宅物业,政府已推出措施稳定市场。期内,集团总收入600.11亿港元,同比增长5.32%。","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":"https://finance.ifeng.com/c/8hWPvfiE8FI","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":"fenghuang_stock","symbols":["LU0329678337.USD","00066","06055","BK1181","BK1577","LU0205439572.USD","BK1571","LU0315179316.USD","IE00BZ08YR35.GBP","BK1542","LU0737861772.HKD","SG9999010078.USD","LU0329678170.USD","BK1151","IE00BVYPNQ40.USD","LU0594300179.USD","BK1555","BK1515","BK1541","03913","BK1229","IE00BZ08YS42.EUR","BK1502","86618","IE00BVYPNP33.GBP","06618","LU0456827905.SGD","LU0594300419.USD","SG9999009997.SGD","IE00BZ08YT58.USD","SG9999010052.SGD","BK1247","BK1580","BK1583","LU0650527681.SGD","LU2506952253.HKD","BK1521","LU0173614495.USD","BK1601","LU0605514214.HKD","03121","BK1591","IE00BGHQDM52.EUR","BK1142","BK1258","02618","LU0287142896.SGD","00688","BK1589","BK1240"],"gpt_icon":0},{"id":"2517104491","title":"百濟神州(06160)因購股權獲行使而發行100.76萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2517104491","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517104491?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 08:22","pubTimestamp":1741306945,"startTime":"0","endTime":"0","summary":"智通财经APP讯,百济神州(06160)发布公告,因一名董事于2025年3月6日行使购股权而发行普通股100.76万股。","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":"http://www.zhitongcaijing.com/content/detail/1258865.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688235","BK1500","ONC","LU0588546209.SGD","BK1161","LU0307460666.USD","LU1969619763.USD","LU2328871848.SGD","06160","BK0239","BK4139","BK1583","BK1588"],"gpt_icon":0},{"id":"2517831110","title":"百濟神州授出購股權及受限制股份單位","url":"https://stock-news.laohu8.com/highlight/detail?id=2517831110","media":"新浪港股","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517831110?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 08:12","pubTimestamp":1741306320,"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 百济神州(06160)发布公告,于2025年3月3日,董事会薪酬委员会根据2016期权及激励计划的条款授予一名承授人可认购合共1100股美国存托股份的购股权。\n 于2025年3月3日,董事会薪酬委员会根据2016期权及激励计划的条款授予151名承授人合共3.26万股美国存托股份受限制股份单位。该等受限制股份单位相当于42.35万股股份,约占本公告之日公司发行股份总数的0.03%。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"fut","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/stock/hkstock/ggscyd/2025-03-07/doc-inenuqsp7165037.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1588","06160","BK1500","688235","BK1161","BK4139","ONC","LU0307460666.USD","LU0588546209.SGD","BK0239","LU1969619763.USD","BK1583","LU2328871848.SGD"],"gpt_icon":0},{"id":"2517117785","title":"復星醫藥復瑞替尼上市申請獲受理;京東健康2024年業績超預期丨醫藥早參","url":"https://stock-news.laohu8.com/highlight/detail?id=2517117785","media":"每日经济新闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517117785?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 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