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格隆匯首席研究員杜亞晴 | 把握當下醫藥行業的投資機遇#格隆彙集結令·2022夏季展望

2021年的醫藥行業,在遭遇了出海不順、疫情反覆、資本寒冬等阻礙後,市場情緒低落,新股破發成為常態。醫藥隨着集採,倒逼了醫藥企業進行創新,優勝劣汰,行業活力提升,對整體行業長期發展有好處。隨着醫藥集採常態化,資本市場的準備也相對充分,使得行業估值水平趨於合理。

1、醫藥行業近期的政策變化

2、醫藥行業估值水平

3、細分板塊投資機會

對於以上問題,格隆匯首席研究員杜亞晴女士將為您帶來專業的解讀~

 

直播主題:

把握當下醫藥行業的投資機遇

重磅嘉賓:

格隆匯醫藥首席研究員 杜亞晴

直播看點:

1、醫藥行業近期的政策變化

2、醫藥行業估值水平

3、細分板塊投資機會

直播時間:

2022年8月1日 15:30

觀看直播

格隆匯APP直播間& 格隆匯APP微信視頻號直播間

7.23-8.3每天1場 #格隆彙集結令·2022夏季展望《大變局下的投資篤思與敏行》火熱開播,本次活動格隆匯研究院將聯合12位經濟學家、公私募圈大咖、券商首席明星分析師,覆蓋海外、宏觀、市場策略、消費、醫藥、新能源、自動駕駛、計算機、社服等幾大熱門行業賽道,全方位、多角度對宏觀經濟、風口行業、投資熱點等話題進行專業分享和深入交流,共同探討下半年的投資方向與佈局機會。

温馨提示:前面已播場次可下載格隆匯APP到直播間觀看精彩回放,後續更多精彩直播等您來預約·觀看·互動:

温馨提示:

1、加直播互動羣享限時回放,還可提前進直播粉絲羣互動;

2、下載格隆匯APP,即刻上直播間預約場次、上社區與大V互動交流;

3、本系列直播活動設有問答互動環節。

 大變局下的投資篤思與敏行,重磅嘉賓陣容邀您共話投資機遇

2022.8.2

議題:分母端壓力減緩,美股後續機會在哪?

主講人:李少罡,格隆匯美股首席研究員

時間:8月2日(週二)15:30

2022.8.3

議題:AI賦能智能駕駛

主講人:鄧學,中金公司研究部汽車及出行設備行業首席分析師

時間:8月3日(週三)15:30

主辦方聲明:【1】格隆匯保留本次活動最終解釋權。【2】本次活動中所生產文章、圖片、視頻、直播中觀點均來自原作者,不代表格隆匯觀點及立場。特別提醒,投資決策需建立在獨立思考之上,本次活動內容僅供參考,不作為實際操作建議,交易風險自擔。【3】直播嘉賓的發言和互動可能有其特定立場,直播所有言論或觀點均不能構成任何投資建議,投資有風險,決策需謹慎。

 

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