焦点板块及个股 | 医药行业;苹果;微软;康民医院

中信证券财富管...
Aug 05, 2025

医药行业 - 维持积极观点,板块流动性与基本面持续改善上周影响市场的核心事件包括:美国就业数据明显弱于预期、特朗普再度发声要求多数药品实施最惠国定价、安徽省启动生物类似药集采试点。我们认为最核心的推动力仍是美国就业数据不佳带来降息预期升温,这将利好美股XBI指数及中国创新药板块。特朗普药价言论和安徽集采影响相对有限。最重要的是,中国创新药赛道的两大逻辑主线——流动性和基本面——都在持续改善。重点...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10