资管一线 | 财通基金骆莹:创新药或存回调压力,中药为内需消费中长期优选

新华财经
Jun 17, 2025

新华财经上海6月17日电(记者 魏雨田)今年以来,医药板块延续结构性行情热度,其中创新药赛道表现尤为亮眼。财通基金医药基金经理骆莹的投资框架以“攻守平衡”为锚,在投资布局中构建“低估值底仓 + 进攻性仓位”的双轮驱动策略。针对创新药板块的持续狂热,骆莹在接受记者采访时表示,目前市场对创新药的想象空间有过度透支的风险,虽具体触发时点难以预判,但风险规避或是更稳妥的策略。展望后市,骆莹持续看好中药与...

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