创新药彻底疯了。为什么茶客今年能成功预言创新药会形成抱团式的爆炒?三股抱团势力创新药的交易节奏和市值版图首先,从基本面来讲,创新药这个行业是真正在发生剧变的行业,是AH两市中为数不多真正有产业趋势的行业。这一点茶客之前讲过很多:中国创新药崛起之谜:从科学到工程学中国的创新药,到底发展到什么阶段了?其次,从投资者行为来看,这个市场上永远是不缺乏成长赛道的投资者的,特别是公募里面那帮年轻的基金经理,...
Source Link创新药彻底疯了。为什么茶客今年能成功预言创新药会形成抱团式的爆炒?三股抱团势力创新药的交易节奏和市值版图首先,从基本面来讲,创新药这个行业是真正在发生剧变的行业,是AH两市中为数不多真正有产业趋势的行业。这一点茶客之前讲过很多:中国创新药崛起之谜:从科学到工程学中国的创新药,到底发展到什么阶段了?其次,从投资者行为来看,这个市场上永远是不缺乏成长赛道的投资者的,特别是公募里面那帮年轻的基金经理,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.