创新药+新消费正成投资新主线

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公众号“设为星标”,及时获取更新内容!文丨张桔编辑丨林伟萍端午假期归来,多地气温直线飙高,夏日热浪扑面而来。与天气一样火热的是来自股市的温度,节后几个交易日主要指数持续收阳,让投资者对下半年行情充满期待,而接下来的主线也隐约浮出水面。创新药是当前资本市场的焦点。在政策春风的沐浴下,板块的焦点从恒瑞医药和百济神州的龙头之争迅速向二三线公司扩散。同时就这一壁垒较高的赛道而言,可喜的转变是,越来越多的...

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