本周医药市场表现分析:2 月2 日至2 月6 日,医药指数上涨0.14%,相对沪深300 指数超额收益为1.47%。上周市场风格有所变化,白酒等底部消费类资产表现较好,医药行业中的医疗服务、中药亦有表现。另外,经历短期波动消化后,创新药板块已显现企稳回暖迹象。我们建议精选基本面强劲、前期调整充分的创新药个股,看好未来股价有望走出新高度,同时建议积极关注医疗新科技等板块,以及26 年困境反转的底部...
Source Link本周医药市场表现分析:2 月2 日至2 月6 日,医药指数上涨0.14%,相对沪深300 指数超额收益为1.47%。上周市场风格有所变化,白酒等底部消费类资产表现较好,医药行业中的医疗服务、中药亦有表现。另外,经历短期波动消化后,创新药板块已显现企稳回暖迹象。我们建议精选基本面强劲、前期调整充分的创新药个股,看好未来股价有望走出新高度,同时建议积极关注医疗新科技等板块,以及26 年困境反转的底部...
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