创新药的“进化论”:从技术突围到全球重构,ETF正成新焦点

研值有道
Oct 27

公募中国研究组 | 张建国编辑、统筹 |莫蒂制作 | 栗栗通近期,创新药板块的股价波动引发资本市场广泛关注。不过,本轮调整更像是产业发展进程中的“短暂休整”,而非趋势性的逆转。节后市场震荡,主要源于长假效应下,资金短期获利了结,以及部分投资者预期兑现影响。但从产业基本面看,创新药行业的长期逻辑依旧坚实。业内认为,当前板块的驱动力正从“估值修复”阶段,逐步过渡到以“基本面兑现”为主导的新阶段。可以...

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