为硬核买单。《投资者网》蔡俊创新药板块,经历2025年的行情启动与热情退却后,仍受期待。西南证券在研报中指出,2025年创新药板块迎来β普涨行情,驱动因素包括港股BD密集落地、政策支持、ASCO重磅数据催化等。今年的主线行情,该机构认为行情从普涨转向精选个股,核心看“全球临床数据输出+海外商业化兑现+国内盈利拐点”逻辑。其实,该逻辑是根据创新药行情的起伏进行预判。2025年,A股创新药核心指数全年...
Source Link为硬核买单。《投资者网》蔡俊创新药板块,经历2025年的行情启动与热情退却后,仍受期待。西南证券在研报中指出,2025年创新药板块迎来β普涨行情,驱动因素包括港股BD密集落地、政策支持、ASCO重磅数据催化等。今年的主线行情,该机构认为行情从普涨转向精选个股,核心看“全球临床数据输出+海外商业化兑现+国内盈利拐点”逻辑。其实,该逻辑是根据创新药行情的起伏进行预判。2025年,A股创新药核心指数全年...
Source LinkDisclaimer: 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.