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| Wednesday, 5 February 2020, 14:17 HKT/SGT | |
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香港, 2020年2月5日 - (亞太商訊) - 關於此次疫情，安捷證券的觀點是：1月23日凌晨武漢封城後的第一波疫情高峰已經到來，並有所緩和。與此同時，隨著返程復工潮的到來，可以預計疫情或將在未來14天內迎來第二波高峰。安捷證券推測第二波高峰的拐點或將出現於2月22日至29日。另一方面，安捷證券認為判斷疫情見頂為之尚早，主要原因是：1) 受制於檢測試劑盒、藥品、床位、醫療耗材等醫療資源超載和診斷物資不足等技術因素，官方的疫情統計數字或只能反映疫情實際情況的一部分；2) 湖北和武漢的實際疫情數據尚不全面，具有較大不確定性；及3) 疫情的區域性集中爆發仍存隱憂。
安捷證券近期選股觀點：建議投資人近期資產配置可以關注疫情相關醫藥股，並以避險資產為主，並密切關注未來14 天疫情變化，建議關注疫情相關的注射劑/藥品/試劑盒/疫苗生產商，如東陽光藥(1558.HK)、麗珠醫藥(1513.HK)、康希諾(6185.HK)等。與此同時，若內地封城、隔離措施持續有效，則14 天后疫情有望發生轉機，安捷證券推測拐點或將出現於2 月22 日至29 日。建議投資者可酌情回歸理性，關注醫藥板塊的長期成長邏輯，長線看好製藥龍頭企業，如中國生物製藥(1177.HK)、石藥集團(1093.HK)、復星醫藥(2196.HK)；CRO/CDMO 企業，如藥明生物(2269.HK)、康龍化成(3759.HK)；疫苗生產企業，如康希諾(6185.HK)，以及嚴重低估的製藥企業，如中國抗體-B(3681.HK)。
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