金吾财讯 | CRO板块升势强劲，康龙化成(03759)涨13.48%，药明康德(02359)涨11.96%，药明生物(02269)涨11.06%，泰格医药(03347)涨7.14%，凯莱英(06821)涨6.92%，昭衍新药(06127)涨5%。开源证券表示，随着美国降息及国内持续对创新公司利润端下滑明显，主要系公司加大费用端支出影响。药行业的支持，CXO公司的经营业绩有望逐步见底回升，估值又处于历史低位，当前位置该行建议积极布局CXO方向。细分方向上，该行推荐持续高景气的ADC及多肽产业链、国内临床CRO头部公司、估值较同行更低的平台化头部公司、海外业务占比较高的CDMO/CRO公司以及增长更加多元的仿创药CRO公司。
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