医药股遭遇“至暗时刻”。 根据高盛欧洲医药专家Seth James的分析,当前医药股的交易表现宛如“ESG时代巅峰时期的能源股——仿佛正在消亡”。 数据显示,该板块相对市盈率已降至自全球金融危机复苏期和新冠疫情高峰期以来的最低水平;相对标普500指数的估值已降至历史新低,创下有记录以来的最大折价。 James指出: “令人震惊的是,该板块目前的交易折价甚至超过了过去任何政策不确定性的高峰期。” ...
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