不错不错,A 股的 ADC 板块基本都远离海平面了。于是就布局了人气不高,国内率先布局 PD-1 靶向 ADC 的$乐普生物-B.HK 。

​ 但乐普此前如平湖一般的表现,让我以为这次只能是长期持有了,但没想到没多长时间就收获超 10 个点了。原本商业化没开始的时候还能保证横盘,商业化后减亏了反而重心还下移,果然是打压吸筹的套路!

本来制约乐普的是流动性,现在纳入了 MSCI 等几大指数,流动性问题也会稍微缓解一些了!

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