今年创新药行情火热。回调了四年之久的创新药主题基金大幅回血,年内回报领先的绩优基金大多重仓了创新药。21世纪经济报道记者发现,年内公募基金回报TOP10中,有8只基金第一重仓股是创新药。与此同时,近期对于创新药板块“泡沫”的讨论引发了广泛关注。而接受记者采访的公募和私募基金经理中,有人已减持或清仓创新药。值得一提的是,最近港股创新药ETF也出现持续大额赎回。2月底,广发中证香港创新药ETF的份额...
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