点击即可收听全部内容恒生创新药指数自9月9日调整以来，截至10月末，已经调整36个交易日，跌幅近17%，创新药成为成长板块中调整时间最长、调整幅度最大的板块。我们认为，最近一个月，创新药板块有多方面的利好因素在持续积累，产业逻辑还在不断得到验证，而股价持续下跌。当前创新药板块具备较好的性价比，或迎来反攻行情。我们从以下四方面看好创新药板块行情：一是创新药的BD进展符合甚至略超预期。据医药魔方数据，...
Source Link点击即可收听全部内容恒生创新药指数自9月9日调整以来，截至10月末，已经调整36个交易日，跌幅近17%，创新药成为成长板块中调整时间最长、调整幅度最大的板块。我们认为，最近一个月，创新药板块有多方面的利好因素在持续积累，产业逻辑还在不断得到验证，而股价持续下跌。当前创新药板块具备较好的性价比，或迎来反攻行情。我们从以下四方面看好创新药板块行情：一是创新药的BD进展符合甚至略超预期。据医药魔方数据，...
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