中金医药12月组合:创新主线明确 关注红利+流感

中金公司
Dec 01, 2025

行业动态行业近况11 月,医药板块-3.8%,上证综指-3.0%,深证成指-2.5%,创业板指-3.6%。子板块,中药-4.9%,医疗器械-4.3%,医药商业-4.2%,医疗服务-3.9%,生物制品-3.2%,化学制药-2.9%。评论创新药板块阶段性回调,看好产业发展趋势。受ESMO 会议相关催化预期落地,25 年临近年底BD 预期验证等因素影响,进入9 月后创新药指数出现连续2 个月调整。从产业...

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