---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40094966.md"
description: "默克財報季前壓力還在，GLP-1 賽道的競爭壓着估值；藥明生物受到外資撤退風險的持續擔憂；Moderna 季節性需求還有支撐；港股兩個 Biotech：金斯瑞和藥捷安康各有催化。"
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-HK/profiles/27514737.md)"
---

# 默克財報季前壓力還在，GLP-1 賽道的競爭壓着估值；藥明生物受到外資撤退風險的持續擔憂；Moder…


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