锦欣生殖医疗集团(01951)今日大跌15.63%,盘中一度重挫近18%,引发市场广泛关注。
分析人士认为,此次大跌主要源于上周末的二孩补贴政策传闻最终落空。据悉,有消息称政府拟发行特别国债,向两孩及以上家庭发放每孩每月约800元补贴,此消息曾在前期推动母婴股走强。但近期有专家表示,仅靠补贴难以刺激生育,短期内政府也未必会出台相关新政。
另外,锦欣生殖上一个交易日曾大涨逾13%,此次下跌也有高位回落的因素。尽管四川省已将部分辅助生殖医疗项目纳入医保,但市场对此暂时反应平淡,未能为股价带来显著利好支撑。
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