{"id":384186,"date":"2021-05-27T20:19:49","date_gmt":"2021-05-28T03:19:49","guid":{"rendered":"https:\/\/nai500.com\/blog\/2021\/05\/%e7%b2%be%e9%80%89-2021-%e5%b9%b4-6-%e6%9c%88%e5%80%bc%e5%be%97%e6%8a%95%e8%b5%84%e7%9a%84%e5%8c%bb%e7%96%97%e4%bf%9d%e5%81%a5%e8%82%a1\/"},"modified":"2021-05-27T20:20:49","modified_gmt":"2021-05-28T03:20:49","slug":"%e7%b2%be%e9%81%b8-2021-%e5%b9%b4-6-%e6%9c%88%e5%80%bc%e5%be%97%e6%8a%95%e8%b3%87%e7%9a%84%e9%86%ab%e7%99%82%e4%bf%9d%e5%81%a5%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/05\/%e7%b2%be%e9%81%b8-2021-%e5%b9%b4-6-%e6%9c%88%e5%80%bc%e5%be%97%e6%8a%95%e8%b3%87%e7%9a%84%e9%86%ab%e7%99%82%e4%bf%9d%e5%81%a5%e8%82%a1\/","title":{"rendered":"\u7cbe\u9078\uff012021\u5e746\u6708\u503c\u5f97\u6295\u8cc7\u7684\u91ab\u7642\u4fdd\u5065\u80a1"},"content":{"rendered":"

AGIO<\/em><\/strong>\u3001<\/em><\/strong>PKI<\/em><\/strong>\u548c<\/em><\/strong>NVCR<\/em><\/strong>\u5206\u5225\u662f\u50f9\u503c\u6700\u9ad8\u3001\u589e\u9577\u6700\u5feb\u548c\u52d5\u529b\u6700\u5f37\u7684\u80a1\u7968<\/em><\/strong><\/p>\n

\u91ab\u7642\u4fdd\u5065\u662f\u6700\u5927\u548c\u6700\u8907\u96dc\u7684\u884c\u696d\u4e4b\u4e00\uff0c\u7531\u4e00\u7cfb\u5217\u92b7\u552e\u91ab\u7642\u7522\u54c1\u548c\u670d\u52d9\u7684\u516c\u53f8\u7d44\u6210\u3002\u91ab\u7642\u4fdd\u5065\u884c\u696d\u5305\u62ec\u92b7\u552e\u85e5\u54c1\u3001\u91ab\u7642\u8a2d\u5099\u548c\u4fdd\u96aa\u7684\u516c\u53f8\uff0c\u4ee5\u53ca\u91ab\u9662\u548c\u91ab\u7642\u6a5f\u69cb\u3002\u4e16\u754c\u4e0a\u4e00\u4e9b\u6700\u5927\u7684\u91ab\u7642\u4fdd\u5065\u516c\u53f8\u5305\u62ecUnitedHealth Group Inc. (UNH)\u3001\u8f1d\u745e (PFE)\u548c\u827e\u4f2f\u7dad\u516c\u53f8(ABBV)\u3002\u91ab\u7642\u4fdd\u5065\u884c\u696d\u5f15\u8d77\u4e86\u6295\u8cc7\u8005\u7684\u6ce8\u610f\uff0c\u5176\u4e2d\u4e00\u4e9b\u516c\u53f8\u5df2\u7d93\u7372\u5f97\u4e86\u6cbb\u7642\u65b0\u51a0\u80ba\u708e\u85e5\u7269\u7684\u76e3\u7ba1\u6279\u51c6\uff0c\u4e26\u958b\u59cb\u5206\u767c\u75ab\u82d7\uff0c\u5176\u4ed6\u516c\u53f8\u6b63\u5728\u6025\u65bc\u958b\u767c\u65b0\u51a0\u80ba\u708e\u65b0\u85e5\u4e26\u8d0f\u5f97\u6279\u51c6\u3002\u9084\u6709\u4e00\u4e9b\u516c\u53f8\u4ee5\u5404\u7a2e\u65b9\u5f0f\u53c3\u8207\u5176\u4e2d\uff0c\u6bd4\u5982\u63d0\u4f9b\u6e2c\u8a66\u548c\u7ba1\u7406\u6cbb\u7642\u8a72\u75c5\u6bd2\u7684\u7522\u54c1\u3002<\/p>\n

\u4ee5\u91ab\u7642\u4fdd\u5065\u7cbe\u9078\u677f\u584aSPDR ETF\uff08XLV\uff09\u70ba\u4ee3\u8868\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968\u8868\u73fe\u905c\u65bc\u5927\u76e4\u3002\u622a\u81f32021\u5e745\u670821\u65e5\uff0cXLV\u5728\u904e\u53bb12\u500b\u6708\u7684\u7e3d\u56de\u5831\u7387\u70ba27.1%\uff0c\u4f4e\u65bc\u7f85\u7d201000\u7684\u7e3d\u56de\u5831\u738745.6%\u3002<\/p>\n

\u4e0b\u8868\u4e2d\u7684\u7d71\u8a08\u6578\u64da\u622a\u81f35\u670821\u65e5\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u6700\u6709\u50f9\u503c\u3001\u589e\u9577\u6700\u5feb\u3001\u52e2\u982d\u6700\u5f37\u7684\u524d\u4e09\u540d\u91ab\u7642\u4fdd\u5065\u80a1\u7968\u3002<\/p>\n

\u6700\u6709\u50f9\u503c\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968<\/h2>\n

\u9019\u4e9b\u662f\u5177\u6709\u6700\u4f4e\u768412\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387\uff08P\/E\uff09\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968\u3002\u7531\u65bc\u5229\u6f64\u53ef\u4ee5\u901a\u904e\u5206\u7d05\u548c\u56de\u8cfc\u7684\u5f62\u5f0f\u8fd4\u9084\u7d66\u80a1\u6771\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u4f60\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6f64\u6240\u652f\u4ed8\u7684\u8cbb\u7528\u8f03\u5c11\u3002<\/p>\n

\u6700\u6709\u50f9\u503c\u91ab\u7642\u4fdd\u5065\u80a1\u7968<\/strong><\/p>\n\n\n\n\n\n\n
 <\/td>\n\u50f9\u683c\uff08$\uff09<\/td>\n\u5e02\u503c\uff08$10\u5104\uff09<\/td>\n12\u500b\u6708\u8ffd\u8e64\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Agios Pharmaceuticals Inc. (\u00a0AGIO<\/a>)<\/td>\n57.11<\/td>\n3.5<\/td>\n2.5<\/td>\n<\/tr>\n
Bio-Rad Laboratories Inc. (\u00a0BIO<\/a>)<\/td>\n594.74<\/td>\n17.7<\/td>\n4.4<\/td>\n<\/tr>\n
Quidel Corp. (\u00a0QDEL<\/a>)<\/td>\n115.98<\/td>\n4.9<\/td>\n5.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8cc7\u6599\u4f86\u6e90\uff1aYCharts<\/p>\n

Agios Pharmaceuticals Inc:\u662f\u4e00\u5bb6\u81e8\u5e8a\u968e\u6bb5\u7684\u751f\u7269\u88fd\u85e5\u516c\u53f8\uff0c\u958b\u767c\u764c\u75c7\u4ee3\u8b1d\u9818\u57df\u7684\u6cbb\u7642\u85e5\u7269\u3002\u4e3b\u8981\u96c6\u4e2d\u5728\u7cd6\u9175\u89e3\u3001\u8102\u80aa\u9178\u4ee3\u8b1d\u548c\u81ea\u566c\u85e5\u7269\u65b9\u6cd5\u3002<\/p>\n

Bio-Rad Laboratories Inc:\u662f\u4e00\u5bb6\u751f\u547d\u79d1\u5b78\u7814\u7a76\u7522\u54c1\u548c\u5206\u6790\u5100\u5668\u7684\u88fd\u9020\u5546\u3002\u9019\u4e9b\u5de5\u5177\u88ab\u7528\u4f86\u5206\u96e2\u548c\u5206\u6790\u8907\u96dc\u7684\u5316\u5b78\u548c\u751f\u7269\u6750\u6599\u3002<\/p>\n

Quidel Corp:\u958b\u767c\u548c\u88fd\u9020\u8a3a\u65b7\u6027\u4fdd\u5065\u7522\u54c1\u548c\u89e3\u6c7a\u65b9\u6848\u3002\u8a72\u516c\u53f8\u63d0\u4f9b\u7684\u8a3a\u65b7\u89e3\u6c7a\u65b9\u6848\u6709\u52a9\u65bc\u6aa2\u6e2c\u548c\u8a3a\u65b7\u91cd\u5927\u75be\u75c5\u548c\u5176\u4ed6\u91ab\u7642\u72c0\u6cc1\u3002\u6700\u8fd1\u958b\u767c\u4e86\u4e00\u7a2e\u5feb\u901f\u6297\u539f\u6e2c\u8a66\uff0c\u7528\u65bc\u6aa2\u6e2c\u6709\u75c7\u72c0\u548c\u7121\u75c7\u72c0\u4eba\u7fa4\u4e2d\u7684COVID-19\u3002\u52a0\u62ff\u5927\u885b\u751f\u90e8\u6700\u8fd1\u6279\u51c6\u5728\u52a0\u62ff\u5927\u4f7f\u7528\u8a72\u6e2c\u8a66\u3002<\/p>\n

\u6210\u9577\u6700\u5feb\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968<\/h2>\n

\u9019\u4e9b\u662f\u7531\u4e00\u500b\u589e\u9577\u6a21\u578b\u6392\u540d\u7684\u9802\u7d1a\u91ab\u7642\u4fdd\u5065\u80a1\u7968\uff0c\u8a72\u6a21\u578b\u6839\u64da\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u540c\u6bd4\uff08YOY\uff09\u767e\u5206\u6bd4\u6536\u5165\u589e\u9577\u548c\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u9577\u768450\/50\u6b0a\u91cd\u9032\u884c\u8a55\u5206\u3002\u92b7\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u95dc\u9375\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u500b\u589e\u9577\u6307\u6a19\u5c0d\u516c\u53f8\u9032\u884c\u6392\u540d\uff0c\u5bb9\u6613\u53d7\u5230\u8a72\u5b63\u5ea6\u6703\u8a08\u7570\u5e38\u60c5\u6cc1\uff08\u5982\u7a05\u6cd5\u8b8a\u5316\u6216\u91cd\u7d44\u6210\u672c\uff09\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u4f7f\u5176\u4e2d\u4e00\u500b\u6578\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u696d\u7684\u7e3d\u9ad4\u60c5\u6cc1\u3002\u5b63\u5ea6\u6bcf\u80a1\u76c8\u5229\u6216\u6536\u5165\u589e\u9577\u8d85\u904e2500%\u7684\u516c\u53f8\u88ab\u4f5c\u70ba\u7570\u5e38\u503c\u6392\u9664\u3002<\/p>\n\n\n\n\n\n\n\n\n
\n

\u6210\u9577\u6700\u5feb\u7684\u91ab\u7642\u4fdd\u5065\u80a1<\/h2>\n<\/td>\n<\/tr>\n<\/thead>\n

 <\/td>\n\u50f9\u683c($)<\/td>\n\u5e02\u503c($10\u5104)<\/td>\n\u6bcf\u80a1\u76c8\u5229\u589e\u9577(%)<\/td>\n\u6536\u5165\u589e\u9577(%)<\/td>\n<\/tr>\n
PerkinElmer Inc. (\u00a0PKI<\/a>)<\/td>\n144.77<\/td>\n16.2<\/td>\n1,020<\/td>\n100.4<\/td>\n<\/tr>\n
PPD Inc. (\u00a0PPD<\/a>)<\/td>\n46.12<\/td>\n16.2<\/td>\n2,000<\/td>\n28.5<\/td>\n<\/tr>\n
Boston Scientific Corp. (\u00a0BSX<\/a>)<\/td>\n42.11<\/td>\n59.8<\/td>\n2,200<\/td>\n8.2<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8cc7\u6599\u4f86\u6e90\uff1aYCharts<\/p>\n

PerkinElmer Inc.\uff1a\u662f\u4e00\u5bb6\u70ba\u8a3a\u65b7\u5b78\u3001\u751f\u547d\u79d1\u5b78\u548c\u5176\u4ed6\u5e02\u5834\u63d0\u4f9b\u6280\u8853\u3001\u670d\u52d9\u548c\u89e3\u6c7a\u65b9\u6848\u7684\u516c\u53f8\u3002\u7522\u54c1\u5305\u62ec\u7528\u65bc\u57fa\u56e0\u7be9\u9078\u548c\u85e5\u7269\u767c\u73fe\u7684\u8a2d\u5099\u3001\u5149\u96fb\u5b50\u5b78\u3001\u5206\u6790\u5100\u5668\u7b49\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u5ba3\u4f48\u4e86\u5169\u9805\u7368\u7acb\u7684\u6536\u8cfc\u30025\u670817\u65e5\uff0c\u5ba3\u4f48\u5df2\u7d93\u540c\u610f\u4ee5\u5927\u7d041.24\u5104\u7f8e\u5143\u7684\u50f9\u683c\u6536\u8cfc\u9ad4\u5916\u8a3a\u65b7\u516c\u53f8Immunodiagnostic Systems Holdings PLC\u30025\u670812\u65e5\uff0c\u5ba3\u4f48\u5df2\u540c\u610f\u4ee52.6\u5104\u7f8e\u5143\u6536\u8cfcNexcelom Bioscience\u3002\u8a72\u4ea4\u6613\u9810\u8a08\u5c07\u57282021\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5b8c\u6210\u3002<\/p>\n

PPD Inc.\uff1a\u662f\u4e00\u5bb6\u5168\u7403\u5408\u540c\u7814\u7a76\u7d44\u7e54\u3002\u5f9e\u4e8b\u85e5\u7269\u767c\u73fe\u3001\u81e8\u5e8a\u958b\u767c\u3001\u751f\u547d\u9031\u671f\u7ba1\u7406\u548c\u5be6\u9a57\u5ba4\u670d\u52d9\uff0c\u70ba\u88fd\u85e5\u3001\u751f\u7269\u6280\u8853\u3001\u91ab\u7642\u8a2d\u5099\u548c\u653f\u5e9c\u7d44\u7e54\u63d0\u4f9b\u670d\u52d9\u30024\u6708\u4e2d\u65ec\uff0cPPD\u548c\u8cfd\u9ed8\u98db\u4e16\u723e\u79d1\u6280\u516c\u53f8\uff08TMO\uff09\u7684\u8463\u4e8b\u6703\u90fd\u540c\u610f\u8cfd\u9ed8\u98db\u4e16\u723e\u79d1\u6280\u516c\u53f8\u4ee5174\u5104\u7f8e\u5143\u6536\u8cfcPPD\u7684\u63d0\u8b70\u3002\u8a72\u4ea4\u6613\u9810\u8a08\u5c07\u57282021\u5e74\u5e95\u524d\u5b8c\u6210\u3002<\/p>\n

Boston Scientific Corp.\uff1a\u6ce2\u58eb\u9813\u79d1\u5b78\u516c\u53f8\u5c08\u6ce8\u65bc\u5fae\u5275\u91ab\u7642\u8a2d\u5099\uff0c\u92b7\u552e\u7528\u65bc\u5167\u7aba\u93e1\u3001\u5fc3\u81df\u75c5\u5b78\u3001\u6ccc\u5c3f\u5b78\u7b49\u65b9\u9762\u7684\u5404\u7a2e\u7522\u54c1\u3002\u516c\u53f8\u57283\u6708\u521d\u5ba3\u4f48\uff0c\u5df2\u540c\u610f\u4ee510.7\u5104\u7f8e\u5143\u5f9e\u4f4d\u65bc\u9999\u6e2f\u7684\u79c1\u52df\u80a1\u6b0a\u516c\u53f8Baring Private Equity Asia\u6536\u8cfcLumenis Ltd.\u7684\u5168\u7403\u5916\u79d1\u696d\u52d9\u3002\u8a72\u4ea4\u6613\u9810\u8a08\u5c07\u57282021\u5e74\u4e0b\u534a\u5e74\u5b8c\u6210\u3002<\/p>\n

\u52e2\u982d\u6700\u5f37\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968<\/strong><\/h2>\n

\u9019\u4e9b\u662f\u5728\u904e\u53bb12\u500b\u6708\u4e2d\u7e3d\u56de\u5831\u7387\u6700\u9ad8\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n\n
\u52e2\u982d\u6700\u5f37\u7684\u91ab\u7642\u4fdd\u5065\u80a1\u7968<\/strong><\/td>\n<\/tr>\n<\/thead>\n
 <\/td>\n\u50f9\u683c\uff08$\uff09<\/td>\n\u00a0\u5e02\u503c\uff08$10\u5104\uff09<\/td>\n\u00a012\u500b\u6708\u8ffd\u8e64\u7e3d\u56de\u5831\u7387\uff08%)<\/td>\n<\/tr>\n
NovoCure Ltd. (\u00a0NVCR<\/a>)<\/td>\n180.86<\/td>\n18.7<\/td>\n186.2<\/td>\n<\/tr>\n
Align Technology Inc. (\u00a0ALGN<\/a>)<\/td>\n591.75<\/td>\n46.8<\/td>\n150.8<\/td>\n<\/tr>\n
Moderna Inc. (\u00a0MRNA<\/a>)<\/td>\n161.45<\/td>\n64.8<\/td>\n140.8<\/td>\n<\/tr>\n
\u7f85\u7d201000\u6307\u6578<\/td>\n\u4e0d\u9069\u7528<\/td>\n\u4e0d\u9069\u7528<\/td>\n45.6<\/td>\n<\/tr>\n
\u91ab\u7642\u4fdd\u5065\u7cbe\u9078\u884c\u696dSPDR ETF ( XLV )<\/td>\n\u4e0d\u9069\u7528<\/td>\n\u4e0d\u9069\u7528<\/td>\n27.1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u8cc7\u6599\u4f86\u6e90\uff1aYCharts<\/p>\n

NovoCure Ltd.:\u662f\u4e00\u5bb6\u8655\u65bc\u5546\u696d\u968e\u6bb5\u7684\u816b\u7624\u5b78\u516c\u53f8\uff0c\u7814\u7a76\u548c\u958b\u767c\u6cbb\u7642\u764c\u75c7\u7684\u6280\u8853\uff0c\u7e3d\u90e8\u4f4d\u65bc\u6fa4\u897f\u5cf6\uff0c\u662f\u82f1\u570b\u738b\u5ba4\u7684\u5c6c\u5730\u3002<\/p>\n

Align Technology Inc:\u8a2d\u8a08\u548c\u88fd\u9020Invisalign\u7cfb\u7d71\uff0c\u9019\u662f\u4e00\u7a2e\u6cbb\u7642\u7259\u9f52\u932f\u4f4d\u7684\u65b9\u6cd5\u3002<\/p>\n

Moderna\uff1a\u662f\u4e00\u5bb6\u8655\u65bc\u81e8\u5e8a\u968e\u6bb5\u7684\u751f\u7269\u6280\u8853\u516c\u53f8\uff0c\u5c08\u6ce8\u4e8e\u767c\u73fe\u548c\u958b\u767c\u4fe1\u4f7fRNA\u6cbb\u7642\u5291\u548c\u75ab\u82d7\u3002\u8a72\u516c\u53f8\u958b\u767c\u7684mRNA\u85e5\u7269\u7528\u65bc\u50b3\u67d3\u75c5\u3001\u514d\u75ab\u816b\u7624\u5b78\u548c\u5fc3\u8840\u7ba1\u75be\u75c5\u3002Moderna\u7684mRNA\u65b0\u51a0\u75ab\u82d7\u6700\u8fd1\u88ab\u97d3\u570b\u98df\u54c1\u548c\u85e5\u54c1\u5b89\u5168\u90e8\u548c\u65e5\u672c\u885b\u751f\u3001\u52de\u52d5\u548c\u798f\u5229\u90e8\u6388\u6b0a\u4f7f\u7528\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

AGIO\u3001PKI\u548cNVCR\u5206\u5225\u662f\u50f9\u503c\u6700\u9ad8\u3001\u589e\u9577\u6700\u5feb\u548c\u52d5\u529b\u6700\u5f37\u7684\u80a1\u7968 \u91ab\u7642\u4fdd\u5065\u662f\u6700\u5927\u548c\u6700\u8907\u96dc\u7684\u884c\u696d\u4e4b\u4e00\uff0c\u7531\u4e00\u7cfb\u5217 […]<\/p>\n","protected":false},"author":9,"featured_media":384183,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[927,563,644,564],"class_list":["post-384186","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag-927","tag--zh-hant","tag-644","tag-564","sectors-life-science-zh-hant","locations-canada-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/384186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=384186"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/384186\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/384183"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=384186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=384186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=384186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}