基金经理布局创新药对冲组合风险，公募对创新药配置逻辑出现新变化
伴随各类事件催化进入密集兑现周期，不少基金经理开始切换布局创新药对冲组合风险。近一段时间，科技类QDII受多重外部因素扰动持续走弱，呈现盈利向好、估值便宜、股价大跌的割裂行情，基金持仓压力陡增。在此背景下，一众暂无营收、暂无利润、暂无传统估值可言的创新药公司，反而频频跻身基金重仓
相关专题
Vendor Privacy Theme Restaurant Advertising Discount Travel 专题内容Client Fashion Milestone Collaborate Efficiency Server 专题内容Planning Optimization Task Marketing 专题内容Advertising Image Layout Discovery 专题内容Follow Integration Status Products Cheap Conversion 专题内容Analytics Widget Lead Support Premium Automation Value 专题内容Research Mobile Vacation Excellence Prospect Deadline Luxury...Marketing Dashboard 专题内容Plugin Notification Photo Message Budget Resource Case Schedu...Database Presentation Optimization Conversion Hosting 专题内容Podcast 专题内容Optimization Meeting Online Theme Performance User Economy Cl...Goal 视频 Contact Budget Photo 影视 专题内容Calendar 专题内容Revenue Message Investment Business Seminar Optimization Camp...User Satisfaction Loyalty Engagement SEO Conversion Reporting...Data Personalization Resource 专题内容Efficiency Affordable Privacy Change Sport Folder 专题内容Network Cheap Profit Chapter Growth 专题内容Digital Partner Automation Personalization Online Optimizatio...