医药行业周报:IO2.0赛道进展喜人 静待下半年产业催化

爱建证券
05 Aug

医药板块逆势领涨,跑赢沪深300 指数。本周(7/28~8/3)市场冲高回落,反内卷交易明显降温,顺周期回调较多,沪深300 指数-1.75%,医药生物(+2.95%)、通信(+2.54%)、传媒(+1.13%)等科技相关板块涨幅排名领先,煤炭(-4.67%)、有色金属(-4.62%)、房地产(-3.43%)板块涨幅靠后。医药板块本周+2.95%,排名1/31,跑赢沪深300 指数,创新药依然是...

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