医药周周观 | 马君:CXO引领医药板块轮动,长期投资价值或凸显

银华理财家
Dec 16, 2025

银华基金基金经理马君上周全指医药卫生指数下跌0.44%,上证综指下跌0.34%,医药略跑输上证综指。上周A股市场微幅下跌,成交量稍微放大。国内宏观政策方面,国内11月CPI同比增速持续回升,PPI偏降。中央经济工作会议召开,总结2025年经济工作,分析当前经济形势,部署2026年经济工作,会议大基调和2025年保持一致,方向积极但不强刺激,财政适度加码,货币渐进式降息降准,房地产延续2025年政策...

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