美元潮汐涌动之下,创新药驶入新时代。这场资本狂欢背后的深层逻辑,是美联储降息释放美元流动性,带来的行业融资环境改善,大批“热钱”涌入创新药行业,叠加美债激增阴霾下在美创新药企前途未卜,中国创新药随之脱颖而出。同时,中国创新药企在国际上声量渐显,创新成果频出,也进一步为创新药的热度“添柴”。2025年以来,中国创新药行业正经历一场前所未有的投资逻辑重塑。深度剖析发现,本轮创新药行情的投资逻辑之一在于...
Source Link美元潮汐涌动之下,创新药驶入新时代。这场资本狂欢背后的深层逻辑,是美联储降息释放美元流动性,带来的行业融资环境改善,大批“热钱”涌入创新药行业,叠加美债激增阴霾下在美创新药企前途未卜,中国创新药随之脱颖而出。同时,中国创新药企在国际上声量渐显,创新成果频出,也进一步为创新药的热度“添柴”。2025年以来,中国创新药行业正经历一场前所未有的投资逻辑重塑。深度剖析发现,本轮创新药行情的投资逻辑之一在于...
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