年初至今,恒生生物科技指数飙升超60%,市场是否已充分定价中国创新药的“复苏周期”?图:恒生生物科技指数(HSHKBIO)年内走势图答案是,政策红利、研发实力跃升、国际化加速,正合力推动一场深刻的价值重估,其广度与深度远超当前市场波动。近期,2025年欧洲肾脏协会(ERA)大会后,天风证券与云顶新耀进行的数据解读交流会,为市场观察这轮投资机遇提供了重要窗口。凭借“授权引进+自主研发”的双轮驱动战略...
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