---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42138075.md"
description: "$藥明康德(02359.HK)漲了八個點比較亮，CXO 這條線這波明顯有資金回流;$默克(MRK.US)也漲了三四個點，大藥企跟着走強;$三生制藥(01530.HK)基本沒動😸在芯片股崩盤、資金找防禦的日子裏，創新藥和 CXO 反而成了避風港，業績確定性強、跟 AI 週期不沾邊，這種時候相對抗跌還能逆勢漲。"
datetime: "2026-06-24T10:47:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42138075.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42138075.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42138075.md)
author: "[Dimoo](https://longbridge.com/zh-HK/profiles/26968366.md)"
---

# $藥明康德(02359.HK)漲了八個點比較亮，CXO 這條線這波明顯有資金回流;$默克(MRK.U…


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