仅需1年,外资针对中国医疗资产的态度发生180度大反转。2024年9月,摩根士丹利对中国医疗资产的评级尚处于中性偏负面,对多只中国创新药股票给出“减持”评级。一年后的2025年9月,其最新报告《China Biotech: Innovation Dawn》却给出了颠覆性论断:“中国的生物技术发展迅速,已不再仅仅是一个区域性的故事,而是全球新药供给链的下一站。”报告预计2030年中国产药品年收入将达...
Source Link仅需1年,外资针对中国医疗资产的态度发生180度大反转。2024年9月,摩根士丹利对中国医疗资产的评级尚处于中性偏负面,对多只中国创新药股票给出“减持”评级。一年后的2025年9月,其最新报告《China Biotech: Innovation Dawn》却给出了颠覆性论断:“中国的生物技术发展迅速,已不再仅仅是一个区域性的故事,而是全球新药供给链的下一站。”报告预计2030年中国产药品年收入将达...
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