三股抱团势力

北海茶客投研笔记2025-07-04

今天金融股再次发力，接力创新药。牛市的关键，就是找准抱团的方向，猛干。目前看来，市场上已经形成了三股抱团的势力：第一股力量是公募，公募大概率要继续抱团创新药。公募擅长捕捉景气度和产业趋势，目前环视全市场没有一个板块有创新药这种产业的突破，但这个板块的投资门槛高，要把这些公募基金经理的钱吸引过来，可能还需要接二连三的事件催化。接下来我们肯定会看到某些以创新药为主题的公募基金的超发，进一步推动这个板块...

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