作为今年以来的热门主线之一,创新药自9月份起就开始了一轮调整,高点回调下来也超过10%了。近期,特别是在其他板块往上冲的时候,不少小伙伴也在关心,创新药还要不要留,还能不能买?首先看看,为啥调整?之前和大家分析港股创新药,上半年行情“爆发”的背后,是“资本+产业+政策”三重共振的结果”,特别是产业方面,上涨的核心逻辑是“出海”,即BD(Business Development,商务合作,即将药物的...
Source Link作为今年以来的热门主线之一,创新药自9月份起就开始了一轮调整,高点回调下来也超过10%了。近期,特别是在其他板块往上冲的时候,不少小伙伴也在关心,创新药还要不要留,还能不能买?首先看看,为啥调整?之前和大家分析港股创新药,上半年行情“爆发”的背后,是“资本+产业+政策”三重共振的结果”,特别是产业方面,上涨的核心逻辑是“出海”,即BD(Business Development,商务合作,即将药物的...
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