海外策略: 2025 下半年港股及海外中资股投资策略——牛市换挡期海外医药: 2025 下半年港股医药投资策略——以创新药为主线,关注出海机会创新药:国内创新药出海交易活跃,多款国内创新药于ASCO 会议发布优秀数据,持续关注BD机会,重点管线临床进展,以及部分公司迎来盈利拐点百济神州:泽布替尼海外销售持续放量;2024 年首次实现经调整经营利润(non-GAAP)0.45 亿美元,GAAP 经营...
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