公募再加仓医药!恒瑞、药明康德、迈瑞、百济、泽璟受热捧

医药魔方Invest
30 May

—各奖项申报陆续启动,欢迎关注—2025年开年,尽管面临地缘政治风险和关税冲击,但受益于创新成果频出和国际化趋势,医药股迎来了绝地反弹,医药基金持仓比例也同步出现回升。根据Wind和西南证券整理数据显示,2025Q1,医药生物A+H股全部公募基金占比9.05%;A股医药生物占比9.23%,环比+0.37pp;剔除非指数型医药基金后占比6.32%,环比+0.26pp;再剔除全部指数型基金的医药持仓后...

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