创新药一支独秀!

北海茶客投研笔记
Jul 15, 2025

昨天公布了金融数据,今天公布了最新的经济数据。GDP一如既往的增长,但社零数据、房地产和固定资产投资的数据都如期回落,在我看来经济还是疲软的,除非能放什么大招。刚才又跳出来城市工作会议的公报,但除了提了一句"稳步推进城中村和危旧房改造",整体来说并没有市场期待的需求刺激政策。所以市场回落了,特别是之前领涨的“杠铃策略”,金融股和微盘股都有所回调;但港股创新药一支独秀,我看了下三生,翰森、康方都创了...

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