智通财经APP获悉，创新药概念股全线重挫，截至发稿，德琪医药-B(06996)跌28.31%，报2.33港元；和铂医药-B(02142)跌22.91%，报5.82港元；和黄医药(00013)跌18.37%，报20港元；歌礼制药-B(01672)跌18.15%，报5.32港元；信达生物(01801)跌16.82%，报41.8港元。
消息面上，据一财报道，美国国家卫生研究院(NIH)主任办公室网站发布增强NIH受控访问数据安全措施，自上周五(4日)起禁止中国、俄罗斯、伊朗等受关注国家机构访问NIH受控访问数据储库存和相关数据。其中包括“人类基因型-表型数据库”平台dbGaP、用于大规模基因数据分析的云平台AnVIL等关键数据平台，这些平台拥有全球最核心的人类基因组、表型信息和疾病研究数据，是全球的研究人员长期以来高度依赖的数据库。
中信建投认为，关税政策冲击下，对医药产业链的影响较为复杂，并且可能仍然存在变数。本次美国对中国加征关税中，药品暂不涉及。当前时点，该行看好暂不受关税影响的创新药行业。长期看，出海仍应该是医药企业重要的战略方向，坚定看好出海带来的增量机会。
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.