今年以来,历经四年连跌的医药板块似乎迎来一波曙光,不少医药主题基金净值回暖明显。Wind数据显示,截至5月16日,超八成医药相关主题基金上涨,11只产品涨幅超30%,其中长城医药产业精选A以42.48%的年内回报领跑,这类产品的业绩首尾差距已经超过53个百分点。业绩分化背后,港股创新药的强势表现尤为瞩目,相关指数(港股通创新药指数)年内上涨28.37%,重仓与否也成为医药主题产品的业绩“胜负手”。...
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