景顺投资刘徽:港股仍有较大空间,海外授权有望带动创新药行情再创新高

红刊财经
Jul 31, 2025

将公众号“设为星标”,及时获取更新内容!文丨吴海珊编辑丨林伟萍在全球金融市场格局悄然演变之际,港股与A股的走势备受瞩目。景顺投资高级基金经理刘徽在接受本刊专访时,深入解析了当下市场的核心逻辑:港股凭借 AI、医药、新消费等板块的结构性驱动,领跑全球主要金融市场,且从估值与科技创新潜力来看,结构性行情仍有广阔空间。A股则在等待“反内卷”等政策发力,推动行情从局部向全面走宽。从创新药的海外授权热潮,到...

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