深思定投
2022-05-13
$药明康德(02359)$
对于医疗板块,投资人可以关注具备边际业绩改善原料药行业和估值修复逻辑的CXO板块,在估值切换渐行渐近的时点,提前布局边际改善和成长的可持续性。
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