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小米粥11
#ModernaQ3财报将揭示疫苗销售趋势 Moderna Q3是验证其呼吸道疫苗商业化转型的关键窗口。市场一致预期营收约8.9亿美元，收入重心由传统新冠疫苗，逐步向mNEXSPIKE新版新冠疫苗、RSV疫苗mRESVIA以及新获批mRNA流感疫苗mFLUSIVA切换。本次财报重点看三点：美国秋冬季新冠疫苗接种放量、RSV疫苗的市场份额，以及流感新品的初始铺货情况。新冠疫苗需求持续常态化承压，是最大拖累变量；如果流感与RSV疫苗销售不及预期，短期业绩会继续承压。管理层指引、新疫苗毛利率与海外订单，将决定股价短期方向。
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