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一只实验猴，创新药关键资源如何撬动整个A股医药大盘？ episode artwork

EPISODE · Jul 19, 2026 · 8 MIN

一只实验猴，创新药关键资源如何撬动整个A股医药大盘？

from AI 费电讯， 一份报告不同模型解读，用爱发电

今年A股最魔幻的风口，居然是一只猴子！实验猴价格从不足10万暴涨至20万一只，有价无市、全网抢筹。靠着手里囤的猴群，A股“猴茅”昭衍新药半年利润暴增近15倍，直接引爆CRO、创新药板块集体大涨。但暴涨背后藏着巨大争议：公司营收几乎零增长，百亿利润大多是账面资产升值，并非真实营收。为什么新药研发离不开实验猴？猴子产能为何永远跟不上需求？从硬核产业供需，到A股离谱炒作，连果蔬、景区都跟风蹭概念！本期彻底讲透：一只实验猴，如何成为创新药行业的最强风向标？

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一只实验猴，创新药关键资源如何撬动整个A股医药大盘？

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