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| Wednesday, 5 February 2020, 14:18 HKT/SGT | |
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香港, 2020年2月5日 - (亚太商讯) - 关于此次疫情，安捷证券的观点是：1月23日凌晨武汉封城后的第一波疫情高峰已经到来，并有所缓和。与此同时，随着返程复工潮的到来，可以预计疫情或将在未来14天内迎来第二波高峰。安捷证券推测第二波高峰的拐点或将出现于2月22日至29日。另一方面，安捷证券认为判断疫情见顶为之尚早，主要原因是：1) 受制于检测试剂盒、药品、床位、医疗耗材等医疗资源超载和诊断物资不足等技术因素，官方的疫情统计数字或只能反映疫情实际情况的一部分；2) 湖北和武汉的实际疫情数据尚不全面，具有较大不确定性；及3) 疫情的区域性集中爆发仍存隐忧。
安捷证券近期选股观点：建议投资人近期资产配置可以关注疫情相关医药股，并以避险资产为主，并密切关注未来14 天疫情变化，建议关注疫情相关的注射剂/药品/试剂盒/疫苗生产商，如东阳光药(1558.HK)、丽珠医药(1513.HK)、康希诺(6185.HK)等。与此同时，若内地封城、隔离措施持续有效，则14 天后疫情有望发生转机，安捷证券推测拐点或将出现于2 月22 日至29 日。建议投资者可酌情回归理性，关注医药板块的长期成长逻辑，长线看好制药龙头企业，如中国生物制药(1177.HK)、石药集团(1093.HK)、复星医药(2196.HK)；CRO/CDMO 企业，如药明生物(2269.HK)、康龙化成(3759.HK)；疫苗生产企业，如康希诺(6185.HK)，以及严重低估的制药企业，如中国抗体-B(3681.HK)。
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