资本市场丨“政策红利释放+业绩兑现” 创新药板块一骑绝尘

中国经济时报
Aug 04, 2025

聚焦资本市场创新“赛道”编者按在资本市场中,行业板块的动态一直是投资者关注的焦点。近期,创新药、CPO概念(算力)与半导体、人工智能等板块热度居高不下,创新“赛道”备受市场关注。创新药关乎人类健康与医疗进步,在政策扶持、技术突破下蓬勃发展,具备全球竞争力的企业将通过差异化创新和国际化布局打开成长天花板;受益于全球AI算力需求爆发及技术迭代加速,CPO概念板块下半年将维持高景气度;人工智能行业进入...

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