先说观点
1,个人认为以上新闻是文字
游戏,断章取义。或者被主力用来借机洗盘
2,特意去
百度了柳叶刀原文,作者说2022年3月奥密克戎会感染全球大部分人口。用股市术语来说是见顶了,而不是一下子消失了。作者是说新冠不会消失,只是由于人类应对的工具多了(
疫苗,检测,药),疫情会得到控制,不会再有全球大流行。作者还说新的变种肯定还会出现,有的甚至会比奥密克戎更具破坏性。即使打了疫苗,也无法阻止病毒传播,考虑到季节性,冬天病毒传染力最强。(对疫苗才是利空好吗)
3,既然这个病还在,那么疫苗,检测,药的需求短期内,至少近几年内仍然会很旺盛。几年后变大型
流感了,需求也只是减少,不会消失。因为新冠一直会存在。
4,所以个人认为对
九安也好,精华雅本之类的也罢,并不构成利空。因为需求一直存在。
5,个人只持有九安,所以只说九安相关。对于九安来说可能反而是利好,不会有大流行了,以后国内可能也不用动辄全市大规模核酸筛查了。检测盒未来有望在国内普及,就跟体温计血压仪一样,自己觉得中招了就买个盒子测一下,真的中招了就买个药吃一下。而九安在盒子领域已经是头部企业了。品牌先火遍美丽国,国内再推广的时候也是有优势的。(这段属于个人YY了,不喜欢的话略过就好)
以下引用部分原文,感兴趣的可自行百度
原文名
COVID-19 will
continue but
the end of the pandemic is near
---quote--
By March, 2022 a large proportion of the world will have been infected with the omicron variant. With continued increases in COVID-19 vaccination, the use in many countries of a third vaccine dose, and high levels of infection-acquired immunity, for some time global levels of SARS-CoV-2 immunity should be at an all time high.
For some weeks or months, the world should expect low levels of virus transmission.New SARS-CoV-2 variants will surely emerge and some may be more severe than omicron. Immunity, whether infection or vaccination derived, will wane, creating opportunities for continued SARS-CoV-2 transmission. Given seasonality, countries should expect increased potential transmission in winter months.
The impacts of future SARS-CoV-2 transmission on health, however, will be less because of broad previous exposure to the virus, regularly adapted vaccines to new antigens or variants, the advent of antivirals, and the knowledge that the vulnerable can protect themselves during future waves when needed by using high-quality masks and physical distancing. COVID-19 will become another recurrent disease that health systems and societies will have to manage. For example, the death toll from omicron seems to be similar in most countries to the level of a bad influenza season in northern hemisphere countries. The US Centers for Disease Control and Prevention estimated the worse influenza season during the past decade in 2017–18 caused about 52 000 influenza deaths with a likely peak of more than 1500 deaths per day.11 The era of extraordinary measures by government and societies to control SARS-CoV-2 transmission will be over.
After the omicron wave, COVID-19 will return but the pandemic will not.----unquote---
PS,个人觉得虽然柳叶刀是专业搞科学的,但毕竟不懂中国国情,有点太小瞧我D的决心和执行力了。全球其他国家做不到动态清零,只有中国能做到。为祖国自豪,为我D骄傲!生在华夏,安全感满满的!
A question remains in relation to the countries pursuing zero COVID-19 strategies, such as China and New Zealand. China has local omicron transmission in January, 2022.9, 10 Given the high transmissibility of omicron,
it seems unlikely that China or New Zealand will be able to permanently exclude the omicron wave. For zero COVID-19 countries, the question will be one of timing. Later omicron surges will allow further progress on increasing vaccination coverage and better understanding of the impact of the omicron variant in a fairly immunologically naive population.
最后,这是个人的独立思考,利益相关,不可能百分百客观。只是忍不住想说出自己的观点,不构成各位老师买卖的依据。希望各位老师不要看了之后赚了来感谢我亏了来骂我庄托。
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