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疫苗股大跌 隔夜美国疫苗股大幅回吐

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格隆汇8月11日丨疫苗股大跌,康希诺生物和复星医药跌幅均扩大至逾10%,持有科兴股权的中国生物制药则跌1%。

疫苗股大跌 隔夜美国疫苗股大幅回吐

隔夜美国疫苗股大幅回吐,其中莫德纳(MRNA.US)跌5.7%;Biontech(BNTX.US)挫6.9%;Vaxart(VXRT.US)则跌5.5%。

美银发表最新研报,认为莫德纳(MRNA.US)今年爆涨3.6倍后,市值一度高达2000亿美元,估值已从不合理变成荒谬,重申莫德纳(MRNA.US)目标价为115美元,即比周二收盘价456.76美元有75%跌幅,维持“沽售”评级。不过,富瑞认为莫德纳(MRNA.US)是生物科技行业的特斯拉,维持“持有”评级,目标价从250美元升至425美元。

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