港股通创新药迎流动性+基本面共振南方基金叶震南：回调后底部布局价值凸显

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2026年开年港股创新药产业融资、海外授权交易双双高增，南下资金持续加仓，板块正循环逐步形成，南方基金国际业务部基金经理叶震南近期表示，港股通创新药正迎来“流动性+基本面”共振：一方面，融资修复在加速，2026年初，中国创新药一二级融资额1、2月同比均有成倍增长，累积金额突破150亿，港股医药IPO期间内也合计募资超过30亿元，同比超过3倍增长，后续仍有大量细分赛道龙头将登陆二级市场，产业活力仍在...

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港股通创新药迎流动性+基本面共振 南方基金叶震南：回调后底部布局价值凸显

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港股通创新药迎流动性+基本面共振南方基金叶震南：回调后底部布局价值凸显