进入四季度,A 股市场波动加剧,行业配置的确定性成为投资者关注的核心。财通证券明确提出,在当前市场环境下,应聚焦三条主线并适度高低轮动,其中医药板块(尤其是创新药)凭借 “AI + 出海” 的双重赋能,成为科技主线中尤具潜力的配置方向。与此同时,行业即将迎来学术大会密集披露、政策红利持续释放等多重催化,尽管10月以来板块出现短期持仓波动,但内外资布局创新药的长期逻辑未变,四季度医药板块有望重启上行...
Source Link进入四季度,A 股市场波动加剧,行业配置的确定性成为投资者关注的核心。财通证券明确提出,在当前市场环境下,应聚焦三条主线并适度高低轮动,其中医药板块(尤其是创新药)凭借 “AI + 出海” 的双重赋能,成为科技主线中尤具潜力的配置方向。与此同时,行业即将迎来学术大会密集披露、政策红利持续释放等多重催化,尽管10月以来板块出现短期持仓波动,但内外资布局创新药的长期逻辑未变,四季度医药板块有望重启上行...
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