---
title: "《大行》大摩：藥明合聯股價未來 30 日將絕對上漲"
description: "摩根士丹利預測藥明合聯股價將在未來 30 日內上漲，因近期價格下跌使短期估值更具吸引力。藥明康德宣佈了一項重要的對外授權協議，涉及其有效載荷連接子技術平台，預計將提升銷售額和盈利能力。摩根士丹利給予該股目標價 86 元，評級為「增持」。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/277401620.md"
published_at: "2026-03-02T03:58:19.000Z"
---

# 《大行》大摩：藥明合聯股價未來 30 日將絕對上漲

> 摩根士丹利預測藥明合聯股價將在未來 30 日內上漲，因近期價格下跌使短期估值更具吸引力。藥明康德宣佈了一項重要的對外授權協議，涉及其有效載荷連接子技術平台，預計將提升銷售額和盈利能力。摩根士丹利給予該股目標價 86 元，評級為「增持」。

摩根士丹利發表技術意見報告，相信藥明合聯 (02268.HK) 股價在未來 30 日將絕對上漲，主要是該股近期交易價格下跌，令短期估值更具吸引力。藥明康德宣佈一項涉及其有效載荷連接子技術平台的規模可觀的對外授權協議。此類協議包括預付款、里程碑付款以及潛在的銷售分成，這些都將有助於提升銷售額和盈利能力。

該行給予藥明合聯目標價為 86 元，其評級為「增持」。

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