中期业绩亮眼、调研热度攀升……医药板块燃爆了!机构看好三条主线

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金融投资网记者张璐璇  近期,A股医药板块表现亮眼。上周,A股生物医药指数上涨6.27%,显著超越同期沪深300指数涨幅;本周以来,创新药、CXO概念股继续冲高。多家机构认为,进入8月中报披露期,创新药商业化进展成为市场核心主线之一。“2026年中报季有望成为验证商业化逻辑、重塑板块估值的重要窗口。龙头股打头阵已定调,行业整体表现值得期待。”东吴证券研究所指出。  据Wind数据统计,截至8月10...

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