--- title: "Macquarie urges to buy WuXi AppTec, expected to be included in the US 1260H list without being affected" description: "Macquarie's research report indicates that WuXi AppTec has been included in the U.S. 1260H list, but this list does not constitute an investment ban and mainly affects defense contracts. The report su" type: "news" locale: "en" url: "https://longbridge.com/en/news/276032371.md" published_at: "2026-02-16T04:48:56.000Z" --- # Macquarie urges to buy WuXi AppTec, expected to be included in the US 1260H list without being affected > Macquarie's research report indicates that WuXi AppTec has been included in the U.S. 1260H list, but this list does not constitute an investment ban and mainly affects defense contracts. The report suggests that investors should buy WuXi AppTec during price corrections and maintains its "outperform" rating with a target price of 132 yuan. Meanwhile, WUXI XDC is also recommended with a target price of 73 yuan Macquarie Research Report pointed out that the United States previously announced a list of companies assisting the Chinese military, known as 1260H, and then suddenly retracted it; the list includes WuXi AppTec (02359.HK). The firm stated that the 1260H list is not an investment ban, and the companies on the list are mainly prohibited from contracting defense contracts, but this does not apply to commercial cooperation with U.S. pharmaceutical companies. At the same time, the firm’s field research found that the operations of the Contract Development and Manufacturing Organization (CDMO) industry in China are completely unaffected by the U.S. Biosecurity Act. The firm recommends that investors take the opportunity to buy WuXi AppTec shares when the stock price dips due to the 1260H news. Additionally, since the release of the 1260H list, the Chinese companies listed have shown a tendency to outperform the market due to their stock prices being sensitive to market fluctuations. The firm maintains WuXi AppTec and WuXi XDC (02268.HK) as industry favorites, both rated "Outperform," with target prices of 132 yuan and 73 yuan, respectively ### Related Stocks - [02359.HK - WUXI APPTEC](https://longbridge.com/en/quote/02359.HK.md) - [02268.HK - WUXI XDC](https://longbridge.com/en/quote/02268.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 野村证券将药明合联开曼的目标价从 82.72 港元上调至 87.73 港元,并维持买入评级 | 野村将药明合联(WuXi XDC Cayman)的目标价从 82.72 港元上调至 87.73 港元,维持 “买入” 评级 | [Link](https://longbridge.com/en/news/275736820.md) | | 早盘趋势|药明合联底部拉锯,短线修复要来了吗? | 药明合联昨日收盘走势延续胶着,全天低位徘徊明显,主力资金参与热情有限。近期港股医药服务股消息面整体安静,市场等待行业政策明朗化,板块整体承压,短期分时波动受制于主力观望情绪。 公司上一周传出了研发管线新节点进展,但市场仅给予短暂反应。当前技 | [Link](https://longbridge.com/en/news/270592156.md) | | 黄金一度跌超 4%、白银暴跌 11%,美股大跌引爆算法交易贵金属卖盘? | 周四,现货黄金一度下跌 4.1%,白银暴跌 11%。在外界再次担忧巨额 AI 投资能否真正大规模落地之际,美国科技股大跌。分析称,金属价格在疑似算法交易抛售下突然下跌,一些投资者不得不退出包括金银在内的大宗商品仓位,以获取流动性。 | [Link](https://longbridge.com/en/news/275815052.md) | | 特朗普会以总理,称同伊朗达成协议将是 “首选” | 以美领导人讨论应对美伊谈判失败的 “共同行动方案”。特朗普表示,他已告知内塔尼亚胡,如果能够达成协议,这将是他们的首选方案;若无法达成协议,他们只能拭目以待。以总理被曝向特朗普提要求:与伊朗的协议不应设置到期时间。伊朗外长重申就和平核计划达 | [Link](https://longbridge.com/en/news/275665871.md) | | GLM-5 封神,智谱市值五天翻倍,中国 AI 火力全开了 | 智谱市值在五天内翻倍,GLM-5 的发布引发市场热潮。AI 领域的两大新星,字节跳动的 Seedance 2.0 和智谱的 GLM-5,分别在视频生成和编码领域展现出中国 AI 的创新与执行力。GLM-5 的开源表现标志着中国 AI 的成熟 | [Link](https://longbridge.com/en/news/275854860.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.