修复行情是什么？是_老虎社区_美港股上老虎

修复行情是什么？

是估值的提升？还是业绩的增长

创新药板块利好不断，药明康德公布2025年业绩，净利润149亿，同比+41%；荣昌生物与艾伯维签署授权许可协议，最高可获49.5亿美元里程碑付款；当地时间2026年1月12日，第44届摩根大通(JPM)医疗健康年会在旧金山正式启幕。据悉，截至目前，多家中国创新药企确认参会。【在当前行情下，创新药是你看好的板块吗？】

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RonaldNixon
01-08
RonaldNixon
估值修复更常见，业绩增长是基础。

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