里昂:中国创新药板块重返Alpha主导,宏观波动或提供买入机会

格隆汇
Sep 10
里昂发表报告指,中国创新药板块正重回以公司基本面与个股超额收益(Alpha)为主导的市场,公司特定基本面,尤其是商务拓展(BD)及III期临床进展,相对宏观因素(Beta)的影响力回升。该行预期,随市场对创新药企临床及BD执行信心改善,基本面角色将愈趋重要;短期宏观波动或提供趁低买入、验证此观点的机会。

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