医药周周观 | 马君:CXO内外需共振促估值修复,创新药调整后机会或渐显

银华理财家
Oct 28, 2025

银华基金基金经理马君上周全指医药卫生指数上涨0.43%,上证综指上涨2.88%,医药大幅跑输上证综指。上周四中全会召开,市场大幅上涨,红利风格和AI产业机器人等科技产业轮流上涨。国内宏观政策方面,前三季度和9月经济数据显示内需进一步走弱,政策稳增长力度增强。上周医药整体大幅跑输上证综指,内部来看,除跟随市场风格的红利板块表现优异外,上周CXO走势较强,一方面是此前CXO回调过快幅度过大的修复,...

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