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对话:交银施罗德基金经理 楼慧源 证券市场红周刊2022年49期

Series

1 of 56

Language
Chinese
Format
Category

Economy & Business

编辑推荐 《证券市场红周刊》创刊于 1997年,是中国发行量最大的证券杂志。《红周刊》的读者主要为职业投资人和机构投资人。《红周刊》的内容以专业的分析和深度报道见长。

内容简介 2023年征战医药股新思路:把握严肃医疗、可选自费药、器械设备国产化率提高三大方向。 近期,交银施罗德基金经理楼慧源接受了《红周刊》专访,深入分析医药股的投资机会。 楼慧源表示,当下防疫板块红利渐近尾声,投资要注意前瞻性,切忌投的是这类周期爆发性利润。 对于2023年征战医药股的思路,她指出了三个方向:严肃医疗存机会;可选自费药潜力大;器械设备国产化率待进步!

Release date

Ebook: December 30, 2022

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