创新药重回聚光灯下。今年以来,医药板块表现亮眼,尽管近期有所回撤,但自4月9日反弹开始,在市场震荡中走出了独立行情。A股、港股创新药更是持续走强,在经历过四年医药调整煎熬后,随着行业的修复期开始,不仅是医药主题产品关注度陡增,据公募一季报,机构加仓医药生物产业链相关标的。(提及个股不构成推荐,仅作为展示)创新药爆发玄机从去年下半年开始,医药行业就开始出现反弹。主要原因是来自基本面的改善,在过去的四...
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