关于A股医药板块,投资者现在最关心的是2025年是否会反弹,行业格局将会有何变化,哪些细分领域更值得关注。近日,证券时报记者就相关话题采访了景顺长城股票投资部基金经理乔海英。乔海英认为,当前医药估值处在历史低点,除了医保资金支付为主体的存量市场,未来增量资金将更多来源于出海和自费。在医保收支紧平衡的大背景下,谁还能够收获增量,是对企业创新含金量和竞争壁垒的考验。预计2025年是企业经营者和投资者...
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