诺安基金唐晨:创新药板块波动中孕育机会 不改长期价值

北京商报
14 May

当地时间5月12日,美国总统特朗普签署了一项行政令,要求制药商降低处方药在美国的价格,定价要与其他发达国家对标。这一消息引起震动,当日,A股及港股创新药板块下跌。值得注意的是,特朗普并未在其发言中明确达成该目标的具体路径,缺乏相应细节。5月13日,Wind数据显示,部分医疗相关板块出现不同程度反弹。对此,诺安基金基金经理唐晨认为,特朗普指出该政策将使美国得到公平对待,并将让美国因此省下数万亿美元。...

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