调整结束,大反攻开始?

格隆汇
Nov 12, 2025

在经历两个多月的调整后,创新药板块再次成为市场焦点。今天,创新药“纯度”100%的恒生创新药ETF(159316)涨2.52%,低费率的创新药ETF易方达(516080)上涨,年内涨幅31%。刺激因素,包括宏观上,流动性宽松期利好创新药板块;基本面上,Q3财报数据高增长;等等。接下来的12月,将有ASH(美国血液学会)、SABCS(圣安东尼奥乳腺癌大会)等行业会议,有可能为创新药提供新的催化。01...

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