医药板块反弹,哪个细分板块更值得关注?

易方达基金
Nov 12

创新药板块在经历持续震荡调整后,近日开启反弹。反弹之际,我们应该如何关注相关机会呢?一、2025年政策与产业共振,驱动医药板块估值修复中国医药行业的政策环境正在经历一场从“控费”到“支持创新”的范式转变。随着第十一批集采规则优化,价格降幅预期收窄,以及创新药审批与支付体系改革深化,政策“暖风”正在重塑着行业的增长逻辑与估值体系。叠加市场资金面与风险偏好抬升共振,医药板块今年以来估值快速修复,投资...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10