这轮反弹仅仅是因为美债息，给了个喘息的机会？医药股这轮的反弹为何强劲？_老虎社区_美港股上老虎

这轮反弹仅仅是因为美债息，给了个喘息的机会？医药股这轮的反弹为何强劲？

说财经
2023-11-08

今天邹成伟解释了几个问题：港股的反弹，持续性存疑吗？高利率的环境持续，对于板块影响最大的是哪些？为什么这轮医药股反弹大？

【基金说】医药股参考基金或etf的好处

0:00 节目开始

1:03 港股比较受外围影响？ /港美股反弹会是因为债息终于回落？

4:23 高利率的情况下，相当于不减息/美股估值有一点高/宁德时代、福特(F) $宁德时代(300750)$

11:41 医药vs科技股，医药股弹性有增加

13:38 基金说：杨桢霄/绿叶制药(2186)、信达生物(1801)、荣昌生物(9995)、康方生物(9926) $绿叶制药(02186)$ $信达生物(01801)$ $荣昌生物(09995)$ $康方生物(09926)$

# “减肥药双雄”收入耀眼，后市还能涨多少？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

黄老怪
·2023-11-08
大漂亮的经济还是不错的，最起码比我们搞得好
回复
1
举报
小时候可帅了00
·2023-11-08
医药赛道仅仅是个反弹，不是翻转
回复
点赞
举报
灌饼高手00
·2023-11-08
今天这个专家长得很帅，有没有结婚？
回复
1
举报
弹力绳22
·2023-11-08
是暂停加息，并不是停止加息
回复
点赞
举报
马莲
·2023-11-08
1
回复
点赞
举报
年年有于姨
·2023-11-08
已阅
回复
点赞
举报

抱歉，当前请求异常(-1)

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":239178450923616,"tweetId":"239178450923616","gmtCreate":1699430379468,"gmtModify":1699430908173,"author":{"id":3584601135248739,"idStr":"3584601135248739","authorId":3584601135248739,"authorIdStr":"3584601135248739","name":"说财经","avatar":"https://static.tigerbbs.com/04688e1b17fa48f8b7d743d5fa7b3047","vip":2,"userType":2,"introduction":"您想要的财经分析视频就在这里~~","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1338,"starInvestorFlag":false},"themes":[{"themeId":"1c4fb6c7769847cbace4c03fc5602dbc","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"“减肥药双雄”收入耀眼，后市还能涨多少？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":1c4fb6c7769847cbace4c03fc5602dbc}&rnconfig={\"headerBarHidden\": true}","description":"“减肥药双雄”明显走高，礼来收涨4.66%，诺和诺德涨3.33%，诺和诺德当季销售额13.6亿美元！高盛分析师预测，到2030年，减肥药有望带来1000亿美元的商机。减肥药概念持续火热，第四季度还能继续涨吗？你看好减肥药的后市发展吗？","image":"https://static.tigerbbs.com/7a03b9df403e1cd74a10ecefaf9901b0"}],"images":[],"coverImages":[{"img":"https://static.tigerbbs.com/536f07aaa137c53f9502acf2b23dc9f1"}],"title":"这轮反弹仅仅是因为美债息，给了个喘息的机会？ 医药股这轮的反弹为何强劲？","html":"<html><head></head><body><video poster=\"https://static.tigerbbs.com/536f07aaa137c53f9502acf2b23dc9f1\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/4395cd725576678021793912645/QhU4zqjDYIUA.mp4\">\n</video>\n今天邹成伟解释了几个问题：港股的反弹，持续性存疑吗？高利率的环境持续，对于板块影响最大的是哪些？为什么这轮医药股反弹大？\n【基金说】医药股参考基金或etf的好处\n0:00 节目开始\n1:03 港股比较受外围影响？ /港美股反弹会是因为债息终于回落？\n4:23 高利率的情况下，相当于不减息/美股估值有一点高/宁德时代、福特(F) <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> \n11:41 医药vs科技股，医药股弹性有增加\n13:38 基金说：杨桢霄/绿叶制药(2186)、信达生物(1801)、荣昌生物(9995)、康方生物(9926) <a href=\"https://laohu8.com/S/02186\">$绿叶制药(02186)$</a> <a href=\"https://laohu8.com/S/01801\">$信达生物(01801)$</a> <a href=\"https://laohu8.com/S/09995\">$荣昌生物(09995)$</a> <a href=\"https://laohu8.com/S/09926\">$康方生物(09926)$</a> </body></html>","htmlText":"<html><head></head><body><video poster=\"https://static.tigerbbs.com/536f07aaa137c53f9502acf2b23dc9f1\" tg-width=\"1280\" tg-height=\"720\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/4395cd725576678021793912645/QhU4zqjDYIUA.mp4\">\n</video>\n今天邹成伟解释了几个问题：港股的反弹，持续性存疑吗？高利率的环境持续，对于板块影响最大的是哪些？为什么这轮医药股反弹大？\n【基金说】医药股参考基金或etf的好处\n0:00 节目开始\n1:03 港股比较受外围影响？ /港美股反弹会是因为债息终于回落？\n4:23 高利率的情况下，相当于不减息/美股估值有一点高/宁德时代、福特(F) <a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> \n11:41 医药vs科技股，医药股弹性有增加\n13:38 基金说：杨桢霄/绿叶制药(2186)、信达生物(1801)、荣昌生物(9995)、康方生物(9926) <a href=\"https://laohu8.com/S/02186\">$绿叶制药(02186)$</a> <a href=\"https://laohu8.com/S/01801\">$信达生物(01801)$</a> <a href=\"https://laohu8.com/S/09995\">$荣昌生物(09995)$</a> <a href=\"https://laohu8.com/S/09926\">$康方生物(09926)$</a> </body></html>","text":"今天邹成伟解释了几个问题：港股的反弹，持续性存疑吗？高利率的环境持续，对于板块影响最大的是哪些？为什么这轮医药股反弹大？ 【基金说】医药股参考基金或etf的好处 0:00 节目开始 1:03 港股比较受外围影响？ /港美股反弹会是因为债息终于回落？ 4:23 高利率的情况下，相当于不减息/美股估值有一点高/宁德时代、福特(F) $宁德时代(300750)$ 11:41 医药vs科技股，医药股弹性有增加 13:38 基金说：杨桢霄/绿叶制药(2186)、信达生物(1801)、荣昌生物(9995)、康方生物(9926) $绿叶制药(02186)$ $信达生物(01801)$ $荣昌生物(09995)$ $康方生物(09926)$","highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/239178450923616","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"a9879db0a08f46c1b9deecd29c70d23d","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/4395cd725576678021793912645/QhU4zqjDYIUA.mp4","poster":"https://static.tigerbbs.com/536f07aaa137c53f9502acf2b23dc9f1","desc":""},"viewCount":8411,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09995","02186","300750","01801","09926","688331"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":477,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":239291354017800,"commentId":"239291354017800","gmtCreate":1699448624581,"gmtModify":1699448628547,"authorId":3479274732372511,"author":{"id":3479274732372511,"idStr":"3479274732372511","authorId":3479274732372511,"name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大漂亮的经济还是不错的，最起码比我们搞得好","text":"大漂亮的经济还是不错的，最起码比我们搞得好","html":"大漂亮的经济还是不错的，最起码比我们搞得好","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239291460100104,"commentId":"239291460100104","gmtCreate":1699448650481,"gmtModify":1699448654153,"authorId":9000000000000221,"author":{"id":9000000000000221,"idStr":"9000000000000221","authorId":9000000000000221,"name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"医药赛道仅仅是个反弹，不是翻转","text":"医药赛道仅仅是个反弹，不是翻转","html":"医药赛道仅仅是个反弹，不是翻转","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239290816942080,"commentId":"239290816942080","gmtCreate":1699448599433,"gmtModify":1699448603150,"authorId":9000000000000619,"author":{"id":9000000000000619,"idStr":"9000000000000619","authorId":9000000000000619,"name":"灌饼高手00","avatar":"https://static.tigerbbs.com/9f649536eb646f48146c16b7080d53da","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"今天这个专家长得很帅，有没有结婚？","text":"今天这个专家长得很帅，有没有结婚？","html":"今天这个专家长得很帅，有没有结婚？","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239291537416200,"commentId":"239291537416200","gmtCreate":1699448669356,"gmtModify":1699448673037,"authorId":9000000000000315,"author":{"id":9000000000000315,"idStr":"9000000000000315","authorId":9000000000000315,"name":"弹力绳22","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"是暂停加息，并不是停止加息","text":"是暂停加息，并不是停止加息","html":"是暂停加息，并不是停止加息","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":239189536641256,"commentId":"239189536641256","gmtCreate":1699433015572,"gmtModify":1699433019181,"authorId":4147436345330340,"author":{"id":4147436345330340,"idStr":"4147436345330340","authorId":4147436345330340,"name":"马莲","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1","text":"1","html":"1","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":239186033557752,"commentId":"239186033557752","gmtCreate":1699432186827,"gmtModify":1699432190469,"authorId":4125470478750332,"author":{"id":4125470478750332,"idStr":"4125470478750332","authorId":4125470478750332,"name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":239178450923616,"objectIdStr":"239178450923616","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"已阅","text":"已阅","html":"已阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

这轮反弹仅仅是因为美债息，给了个喘息的机会？ 医药股这轮的反弹为何强劲？

评论（6）

这轮反弹仅仅是因为美债息，给了个喘息的机会？医药股这轮的反弹为何强劲？