近期,过去几个月走势亮眼的创新药板块逐渐放缓了上涨的节奏并陷入高位震荡调整行情,很多投资者对于创新药是否还能投资?基金经理毛可君认为,创新药调整或不改产业趋势。一、请问近期创新药板块高位调整的原因是什么?近期由于地缘政治和缺乏催化引发了创新药的震荡调整,我们认为应关注核心产业逻辑,把握本质。中国创新药低成本高效率的同时又达到全球创新水平,充足的优势有望助力我国创新药产业趋势长期的确定性,进而有望...
Source Link近期,过去几个月走势亮眼的创新药板块逐渐放缓了上涨的节奏并陷入高位震荡调整行情,很多投资者对于创新药是否还能投资?基金经理毛可君认为,创新药调整或不改产业趋势。一、请问近期创新药板块高位调整的原因是什么?近期由于地缘政治和缺乏催化引发了创新药的震荡调整,我们认为应关注核心产业逻辑,把握本质。中国创新药低成本高效率的同时又达到全球创新水平,充足的优势有望助力我国创新药产业趋势长期的确定性,进而有望...
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