---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40171403.md"
description: "防御型大药厂和高成长医药今天感受差距挺大：默克涨了 1.5%，Keytruda 销售撑着估值，防御属性这波跟着高股息方向走强；石药集团小涨 0.5%，港股制药基本面还行，默默走；药明生物小跌 1.2%，CRO 地缘政治压力压着。Moderna 跌近 5%，mRNA 平台后 COVID 时代一直找不到新爆款管线，市场耐心有点不够了😔"
datetime: "2026-04-24T10:52:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40171403.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40171403.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40171403.md)
author: "[主要靠运气](https://longbridge.com/zh-CN/profiles/27426993.md)"
---

# 防御型大药厂和高成长医药今天感受差距挺大：默克涨了 1.5%，Keytruda 销售撑着估值，防御属…


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