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研报直通车
09 Jul

一、关注点沪指站上3500,这是一个分界线,有看多者喊出10000的口号。二、创新药以BD出海关税风险小,看好创新药国际化进程白宫召开的内阁会议时重提对进口药品征收关税。但我们基于多方面因素分析,依旧维持原有观点:在医药各细分领域中,关税波动对创新药赛道影响较小,持续看好A股/港股创新药企出海进程!中国视角:①我国西成药(含创新药)进口规模远大于出口,处于逆差状态,贸易博弈风险小; ②中国创新药...

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