9月PPI数据，会议_老虎社区_美港股上老虎 - 老虎社区

贝拉聊财金

9月PPI数据，会议纪要解读来了！救市三个条件......拜登首次改口..

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老虎视频Show，分享属于你的财富热点视频~

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塔希提岛
2022-10-14
塔希提岛
医疗器械在耗材微创化、诊断精准化、设备智能化的驱动下，同样保持了发展活力

按我们的理解，就是创造一个“用存量老药老械补贴增量新药新械”的大循环，从而保证产业整体在经济大减速背景下仍能维持创新活力和发展动力。在此过程中，我们需要警惕那些会被提效的存量业务，重视那些会被加速的增量创新。

个股的背后是行业，行业的背后是时代。基金组合投射的，是我们对这个时代的理解。对我们而言，本土创新的崛起，仍将是医药投资里最大的时代性机遇。

比如当下的港股医药，整体估值已经是过去十几年以来的最低水平，作为整体也已经具备显著的估值修复空间。$微创医疗$
lp11
2022-10-14
lp11
谢谢分享！
牛布理
2022-10-14
牛布理
这篇文章不错，转发给大家看
思冬
2022-10-14
思冬
阅
86Owh
2022-10-16
86Owh
1
荆棘谷大龙虾
2022-10-15
荆棘谷大龙虾
不错不错

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