汇丰认为,下半年即将密集公布的学术成果、持续涌现的海外业务发展(BD)交易,以及政策面的支持将支撑医药板块的上涨势头。中国创新药企的价值潜力尚未被市场完全消化,未来仍有进一步上行空间。中国创新药板块正经历深度估值重估,政策利好叠加出海交易激增推动板块今年强势上涨。行情数据显示,截至7月24日,A股创新药指数已大涨逾四成,部分个股最高涨幅已超5倍。港股恒生医疗保健指数涨幅达73%,大幅跑赢恒生指数的...
Source Link汇丰认为,下半年即将密集公布的学术成果、持续涌现的海外业务发展(BD)交易,以及政策面的支持将支撑医药板块的上涨势头。中国创新药企的价值潜力尚未被市场完全消化,未来仍有进一步上行空间。中国创新药板块正经历深度估值重估,政策利好叠加出海交易激增推动板块今年强势上涨。行情数据显示,截至7月24日,A股创新药指数已大涨逾四成,部分个股最高涨幅已超5倍。港股恒生医疗保健指数涨幅达73%,大幅跑赢恒生指数的...
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