日前,汇丰晋信基金经理李博康在公司秋季策略会上分享了对医药尤其创新药投资的看法。 投资作业本课代表整理了要点如下: 1、创新药行情尚未结束,具备诸多可期的催化剂和潜在成长空间。无论是下半年即将召开的系列学术会议,还是政策端的持续推进——如医保谈判、集采政策的步步落地——都在为创新持续释放温和利好。 2、我对创新药板块信心依旧坚定,相应持仓亦维持在高位。 3、短期内创新药部分核心标的波动较大,主要受...
Source Link日前,汇丰晋信基金经理李博康在公司秋季策略会上分享了对医药尤其创新药投资的看法。 投资作业本课代表整理了要点如下: 1、创新药行情尚未结束,具备诸多可期的催化剂和潜在成长空间。无论是下半年即将召开的系列学术会议,还是政策端的持续推进——如医保谈判、集采政策的步步落地——都在为创新持续释放温和利好。 2、我对创新药板块信心依旧坚定,相应持仓亦维持在高位。 3、短期内创新药部分核心标的波动较大,主要受...
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