昨日大跌的生物医药股集体拉升，其中，药明系个股涨幅居前，尤其是药明合联大涨超14%，药明生物、药明康德、诺诚健华涨超6%，康方生物、百济神州、金斯瑞生物科技、君实生物涨超4%。

　　消息上，日前，美国总统特朗普宣布，美国将对药品征收关税。这标志着原本在此轮贸易战中被豁免的品类，或也不能“幸免”。

　　有业内专家表示，药品作为一种特殊商品，因美国自身药品生产能力有限，短时间之内既有的成熟供应链无法被替代，“所以这一加征关税计划更多的是一种威胁，逼迫美国制药企业回流。”而细分到各个具体赛道，原料药与仿制药在药品关税落地之后受影响较大，但创新药或受冲击最小。(格隆汇)

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责任编辑：王若云

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