兆科眼科-B(6622.HK):管线兑现临界点已至,被低估的眼科创新药

格隆汇
25 Mar

2025年开年以来,港股市场在多重利好共振下迎来系统性估值修复。富途数据显示,恒生指数累计涨幅达近30%,恒生科技指数更是以近40%的涨幅领跑全球市场。在此轮市场情绪修复中,长期被低估的创新药板块展现出显著弹性,成为资金重点布局方向之一,港股创新药ETF年内涨幅超25%,南向资金单日净流入屡创历史新高,反映出资本对创新药赛道成长性的高度共识。这种估值重构既源于国际资本对中国资产的风险偏好修复,也...

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