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疫情擔憂再起?美股抗疫概念股能否延續上漲行情?

12月20日,美股抗疫概念股盤前逆勢上揚,Ocugen(OCGN)漲14.31%,諾瓦瓦克斯醫藥(NVAX)漲超9%,Moderna(MRNA)漲超5%。消息面上,各國變異毒株病例激增,美國疾控中心對美國疫情發出不容樂觀提醒。世界衛生組織將諾瓦瓦克斯醫藥旗下新冠疫苗NVX-CoV Show More
12月20日,美股抗疫概念股盤前逆勢上揚,Ocugen(OCGN)漲14.31%,諾瓦瓦克斯醫藥(NVAX)漲超9%,Moderna(MRNA)漲超5%。消息面上,各國變異毒株病例激增,美國疾控中心對美國疫情發出不容樂觀提醒。世界衛生組織將諾瓦瓦克斯醫藥旗下新冠疫苗NVX-CoV2373列入緊急使用清單。
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    The UK reported an increase of 83,000 cases today, including 12,000 Omicron cases. The number of new cases over the past three days has been 93,000, 90,000, and 88,000—could this indicate a slowdown? However, considering the large number of undetected cases, they probably don't even believe it themselves.
    Compared to the new case numbers, hospitalizations and deaths are more reliable indicators. Today, there were 19 new hospital admissions and 5 additional deaths due to Omicron, which is relatively credible. Since the UK lifted restrictions, daily new cases have consistently been between 40,000 and 50,000 with 100-200 deaths (very stable). Now, all of a sudden, there's a sharp spike, doubling the number of cases. If we assume, as they claim, that the main cause is Omicron, and if we estimate that half of the new cases are Omicron-related, that means approximately 40,000 to 50,000 new Omicron cases per day, with single-digit deaths. Of course, one may question whether death figures lag, but Omicron was detected in the UK nearly a month ago.
    As for the US, let's not focus on specific data since weekend figures are usually unreliable! But NBA fans know that the league is almost shutting down! However, Fauci emphasized that we shouldn’t impose lockdowns, so kudos for that! Keep the music playing and keep dancing!
    The South African numbers aren't crucial anymore; I can confidently say the peak has passed, and Omicron is mild! Today saw 15,000 new cases and 3 deaths. $Airbnb (ABNB.US)$ $American Airlines (AAL.US)$ $United Airlines (UAL.US)$
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