---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40171403.md"
description: "防禦型大藥廠和高成長醫藥今天感受差距挺大：默克漲了 1.5%，Keytruda 銷售撐着估值，防禦屬性這波跟着高股息方向走強；石藥集團小漲 0.5%，港股製藥基本面還行，默默走；藥明生物小跌 1.2%，CRO 地緣政治壓力壓着。Moderna 跌近 5%，mRNA 平台後 COVID 時代一直找不到新爆款管線，市場耐心有點不夠了😔"
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-HK/profiles/27426993.md)"
---

# 防禦型大藥廠和高成長醫藥今天感受差距挺大：默克漲了 1.5%，Keytruda 銷售撐着估值，防禦屬…


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