4月29日,沪深两市震荡回暖。截至10点5分,恒生生物科技ETF(159615.SZ)涨1.57%,药明康德涨5.58%。申万宏源指出,随着创新药审批提速,医保谈判及带量采购政策倾斜本土创新药企,政策红利持续释放。基本面上,人口老龄化与消费升级驱动医疗需求扩容,本土药企研发管线进入收获期,国际化进程提速,创新药出海打开海外市场增量空间。资金面上,南向资金持续加仓港股,流动性支撑显著。板块估值经历...
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