去年10月底,我们曾写过一篇医药的拐点该来了。当时我们的结论是,创新药的估值在经历了几年的充分悲观定价后已经足够便宜,再叠加出海加速以及美联储的降息预期,创新药的拐点该来了。年初至今,恒生医疗指数涨幅已经超过50%,公募相关产品也都在上涨,比如中欧中证港股通创新指数发起A,今年以来的收益已经超过60%,葛兰管理的中欧医疗健康今年也是大幅跑赢基准。数据来自:IFind创新药出海的话题已经市场被点燃,...
Source Link去年10月底,我们曾写过一篇医药的拐点该来了。当时我们的结论是,创新药的估值在经历了几年的充分悲观定价后已经足够便宜,再叠加出海加速以及美联储的降息预期,创新药的拐点该来了。年初至今,恒生医疗指数涨幅已经超过50%,公募相关产品也都在上涨,比如中欧中证港股通创新指数发起A,今年以来的收益已经超过60%,葛兰管理的中欧医疗健康今年也是大幅跑赢基准。数据来自:IFind创新药出海的话题已经市场被点燃,...
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