無錫生物科技股暴漲!美國制裁減弱疑慮解消

無錫,中國生物科技股因美國制裁減輕而大幅上漲

中國的生物科技股在星期一出現大幅上漲,無錫的股票領漲,因為最近一項美國的國防法案中排除了將該行業列入黑名單的提議。

無錫藥明康德(WuXi AppTec Co Ltd)在上海和香港交易中上漲超過8%,而無錫生物(WuXi Biologics)則上漲近9%。其他公司如天津阿斯利康(Asymchem Laboratories Tianjin Co Ltd)、前沿控股(Frontage Holdings Corp)和北京藥明康德(Pharmaron Beijing Co Ltd)也上漲了2%至5%不等。

無錫及其他四家公司在近期的立法中被點名,該法案被稱為《生物安全法》,旨在基於國家安全理由阻止美國企業與這些公司進行業務,因為這些公司擁有美國公民的基因數據和醫療信息。

然而,關於2025年的關鍵美國國防法案《國防授權法》(NDAA)顯示,這項《生物安全法》被排除在外。雖然NDAA仍會考慮針對中國生物科技公司的措施,但並未提及對《生物安全法》中提及的五家公司採取針對性措施。

《生物安全法》在今年早些時候已在眾議院通過,若獲得參議院批准並簽署成為法律,將會嚴重減少政府對無錫及其同行的合同,這將切斷一條重要的收入來源。

無錫及其同行表示,《生物安全法》所持的擔憂毫無根據。多位美國兩黨的立法者也對該法案表示反對,而中國當局則稱此法案具有歧視性。

過去一個月來,隨著即將上任的總統唐納德·特朗普威脅要對中國商品提高進口關稅,美國與中國之間的貿易關係惡化的擔憂再次浮出水面。

2025年的NDAA仍然有幾項針對中國公司的條款,特別是在電信行業。

評論

無錫生物科技股的上漲反映了市場對於美國政策變化的敏感性。儘管目前的法案排除了直接針對這些公司的措施,但仍然存在對中國生物科技企業的監控和限制。這種政策的不確定性使得投資者必須更加謹慎,特別是在涉及高科技和生物科技領域的投資。

此外,無錫及其同行的表現也顯示出市場對於全球生物科技行業的信心,即使在面對地緣政治的挑戰時。隨著全球對生物科技需求的增加,這些公司仍有潛力在未來實現增長。投資者應該密切關注相關政策的變化,以及這些變化對行業的長期影響。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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