医药板块呈现明显结构性修复趋势,三条主线被看好

制药网
Aug 04, 2025

【制药网 市场分析】2025年以来,医药板块在经历长期估值调整后,正迎来明显的结构性修复。公募基金一季报数据显示,医药生物重仓比例为9.05%,虽环比提升0.47个百分点,但仍处于历史低配水平。这一数据既反映了板块此前的调整深度,也预示着未来的配置空间。在商保政策创新、创新药国际化加速和医疗器械需求释放的多重利好下,券商普遍看好医药板块的三条主线逻辑,正在逐步得到市场验证。创新药:BD交易爆发与...

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