智通财经APP获悉，CRO概念股涨幅进一步扩大，截至发稿，药明康德(02359)涨10%，报55港元；康龙化成(03759)涨8.12%，报14.64港元；药明生物(02269)涨7.02%，报17.6港元；昭衍新药(06127)涨5.62%，报9.4港元。
消息面上，市场消息称，美国立法者正考虑对法案进行更改，妥协版本内容包括增加对相关公司行政审查环节，而非自动禁止生物制药公司与中国公司合作。这些潜在的修订涉及立法中专门点名中国公司的关键部分。
民生证券近期研报指出，关注2024年12月参议院日程及排期，单独立法方面H.R.8333相关进展；美联储降息50bp，biotech融资端有望延续上半年改善趋势，以海外客户为主要订单和收入贡献的CXO龙头有望进一步回暖。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.