【导读】医药板块领涨市场，消费电子板块表现活跃 11月26日早盘，三大指数集体低开，随后快速拉升，创业板指涨逾1%。 板块上来看，医药板块领涨市场，消费电子、半导体、通信设备等板块表现活跃；而航天军工、银行、化工等板块跌幅居前。 港股方面，三大指数走高，美团涨超6%，比亚迪（002594）股份、小鹏汽车、京东集团等跟涨。 | 恒生指数 | | 恒生国企 | 恒生科技 | | | --- | --- | --- | --- | --- | | 26074.81 | | 9215.87 | 5651.08 | | | +180.26 +0.70% | | +57.56 +0.63% | +39.05 | +0.70% | | 恒指期货 | | 港股通50 | 恒生生物科技 | | | 26118 | | 3933.39 | 0.00 | | | +207 | +0.80% | +26.81 +0.69% | 0.00 | 0.00% | 抗流感概念股反复活跃 抗流感概念股反复活跃，粤万年青（301111）20%涨停，广济药业（000952）实现3连板，中恒集团（600252）、康芝药业（300086）、海南海药 ...

Core Viewpoint - Alibaba Health (0241.HK) experienced a significant stock price increase, rising nearly 6% and surpassing HKD 6, with a latest market capitalization of HKD 96.4 billion [1] Group 1: Demand Surge - Demand for antiviral drugs for influenza has notably increased, with the number of buyers rising fivefold over the past two weeks (November 10 to 23) [1] - The purchase of the antiviral drug Mabalosavir saw a more than sixfold increase, leading the growth in demand [1] - The number of buyers for antiviral oral liquids also increased by 50% [1] Group 2: Market Insights - Experts indicate that the H3N2 strain circulating this year is different from previous years, resulting in lower immunity among the population and facilitating easier transmission [1] - As a platform, Alibaba Health benefits from both self-operated businesses (such as Alibaba Health Pharmacy) and commissions and service fees from third-party merchants on the Tmall Medicine platform [1] - The fivefold increase in demand for antiviral drugs directly translates to a surge in order volume and sales, leading to increased revenue and profit for Alibaba Health [1]