摩根士丹利基金：医药板块整体受关税影响有限具备反弹潜力和较好的比较优势

智通财经2025-04-15

智通财经APP获悉，大摩健康产业混合、大摩沪港深精选混合基金经理王大鹏表示，尽管美国关税政策变数仍存，但从当前情况来看，药品获得豁免，预计对医药板块整体影响有限。近期大跌已较为明显地反映了关税的负面情绪冲击。医保收支稳健增长、集采政策优化、创新产业趋势延续等有利因素依旧，医药板块基本面趋势向好，板块具备反弹潜力和较好的比较优势。展望2025年医药行业前景，王大鹏表示，随着宏观政策力度的超预期，经济...

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摩根士丹利基金：医药板块整体受关税影响有限 具备反弹潜力和较好的比较优势

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摩根士丹利基金：医药板块整体受关税影响有限具备反弹潜力和较好的比较优势