---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40094966.md"
description: "默克财报季前压力还在，GLP-1 赛道的竞争压着估值；药明生物受到外资撤退风险的持续担忧；Moderna 季节性需求还有支撑；港股两个 Biotech：金斯瑞和药捷安康各有催化。"
datetime: "2026-04-22T10:38:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40094966.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40094966.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40094966.md)
author: "[ Timmy](https://longbridge.com/zh-CN/profiles/27514737.md)"
---

# 默克财报季前压力还在，GLP-1 赛道的竞争压着估值；药明生物受到外资撤退风险的持续担忧；Moder…


### 相关股票

- [01548.HK](https://longbridge.com/zh-CN/quote/01548.HK.md)
- [02617.HK](https://longbridge.com/zh-CN/quote/02617.HK.md)
- [MRK.US](https://longbridge.com/zh-CN/quote/MRK.US.md)
- [02269.HK](https://longbridge.com/zh-CN/quote/02269.HK.md)
- [MRNA.US](https://longbridge.com/zh-CN/quote/MRNA.US.md)
- [WXXWY.US](https://longbridge.com/zh-CN/quote/WXXWY.US.md)