市场再迎修复反弹，医药板块持续爆发，算力链卷土重来

中金财经04-02

导读：①大盘全线反弹但量能有限，市场延续震荡轮动，以结构性机会为主；②医药股持续走强，核心驱动为创新药BD交易火爆及低位估值优势，短线需聚焦个股逻辑；③科技股回暖，算力板块领涨，Agent 元年支撑算力产业链高景气，或成指数反弹核心引擎。　　昨日市场全线反弹，三大指数均涨超1%，不过量能提升幅度有限，板块间维持快速轮动，整体市场仍以震荡轮动为主，寻找结构性机会。　　医药股延续强势，...

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