看好医药板块在本轮牛市中能成为一大主线。我们认为医药板块兼具防守与成长属性,加之前期板块整体下跌时间较长,整体估值偏低。本轮美联储开启新一轮降息周期后,叠加国家宏观经济政策加强政策刺激,医药板块整体情绪反弹较为明显。持续看好本轮牛市行情中的医药板块,建议关注创新药、CXO 与科研服务、出海链以及低估值公司。创新药:创新药作为典型的成长类标的,显著受益于美联储降息带来的估值反弹,同时随着9 月上旬...
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