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三類(lèi)醫(yī)藥股可淘金

發(fā)布時(shí)間：2014-11-14 05:34:12 來(lái)源：重慶晨報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　重慶晨報(bào)訊記者吳黎帆華安中證細(xì)分醫(yī)藥ETF聯(lián)接基金擬任基金經(jīng)理章海默近日表示，從長(zhǎng)期看，醫(yī)藥行業(yè)仍維持一定增速，醫(yī)藥股是標(biāo)準(zhǔn)的長(zhǎng)線(xiàn)慢牛股。章海默認(rèn)為，醫(yī)藥股的投資機(jī)會(huì)主要存在于三類(lèi)細(xì)分行業(yè)公司中。一是創(chuàng)新藥、高端仿制藥、特色中藥或生物藥品種，在新進(jìn)醫(yī)保、基本藥物或招標(biāo)等受益背景下將放量驅(qū)動(dòng)成長(zhǎng)的投資機(jī)會(huì)。二是擁有新技術(shù)、新模式的上市公司，一旦盈利模式成熟，成長(zhǎng)空間巨大。另外，產(chǎn)業(yè)資本和一級(jí)市場(chǎng)主導(dǎo)下，醫(yī)療企業(yè)經(jīng)營(yíng)趨勢(shì)改善或外延并購(gòu)持續(xù)超預(yù)期，行業(yè)從低利潤(rùn)率、低估值行業(yè)向高利潤(rùn)率、高估值行業(yè)的轉(zhuǎn)型中，也蘊(yùn)含投資機(jī)會(huì)。

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