这轮反弹仅仅是因为美债息，给了个喘息的机会？医药股这轮的反弹为何强劲？

说财经

2023-11-08

今天邹成伟解释了几个问题：港股的反弹，持续性存疑吗？高利率的环境持续，对于板块影响最大的是哪些？为什么这轮医药股反弹大？

【基金说】医药股参考基金或etf的好处

0:00 节目开始

1:03 港股比较受外围影响？ /港美股反弹会是因为债息终于回落？

4:23 高利率的情况下，相当于不减息/美股估值有一点高/宁德时代、福特(F) $宁德时代(300750)$

11:41 医药vs科技股，医药股弹性有增加

13:38 基金说：杨桢霄/绿叶制药(2186)、信达生物(1801)、荣昌生物(9995)、康方生物(9926) $绿叶制药(02186)$ $信达生物(01801)$ $荣昌生物(09995)$ $康方生物(09926)$

“减肥药双雄”收入耀眼，后市还能涨多少？

“减肥药双雄”明显走高，礼来收涨4.66%，诺和诺德涨3.33%，诺和诺德当季销售额13.6亿美元！高盛分析师预测，到2030年，减肥药有望带来1000亿美元的商机。减肥药概念持续火热，第四季度还能继续涨吗？你看好减肥药的后市发展吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

黄老怪
2023-11-08
黄老怪
大漂亮的经济还是不错的，最起码比我们搞得好
小时候可帅了00
2023-11-08
小时候可帅了00
医药赛道仅仅是个反弹，不是翻转
灌饼高手00
2023-11-08
灌饼高手00
今天这个专家长得很帅，有没有结婚？
弹力绳22
2023-11-08
弹力绳22
是暂停加息，并不是停止加息
马莲
2023-11-08
马莲
1
年年有于姨
2023-11-08
年年有于姨
已阅

发表看法

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这轮反弹仅仅是因为美债息，给了个喘息的机会？ 医药股这轮的反弹为何强劲？

精彩评论

这轮反弹仅仅是因为美债息，给了个喘息的机会？医药股这轮的反弹为何强劲？