Morning Trend | Lonza's chips are sinking, is there an opportunity for the pharmaceutical manufacturing main force to return?

Technical Forecast
2025.12.12 13:00
portai
I'm PortAI, I can summarize articles.

Lonza (LZAGY.US) has recently been one of the hot topics in the European pharmaceutical circle, but it has been in a state of extreme weakness and consolidation in the past few trading days, with the overall industry volume hitting a bottom. Many value investors and left-side stealth investors in the community are waiting for a secondary capital inflow window, and the most concerning question for everyone is: Will the main players focus on the severely oversold pharmaceuticals and stage a typical capital inflow? The current market characteristics show that the technical indicators are severely oversold, and the support line has been tested multiple times without breaking. In the short term, as long as the industry experiences new regulations or policies release marginal benefits, it is easy to trigger a gathering of long positions from asset management and speculative funds. Conversely, if the main players remain inactive for too long, and the chips continue to sink repeatedly, it would not be surprising for the sector to continue to hover with low volume. A higher-dimensional focus of the trading community is on European and American policies, meaning that as long as the timing for cross-border capital inflow matures, the probability of a rebound in pharmaceutical manufacturing will be proportionally amplified. For short-term trading, watch for unusual trading volumes; a sudden surge in severely oversold large-cap stocks often just needs an unexpected event. Be cautious of a breach of the lower track, otherwise, the risk of a short-term stampede will increase significantly