uSMART美股穩健醫療:把握創新週期,共享全球龍頭藥企發展紅利
醫藥行業創新週期,聚焦全球龍頭藥企
醫藥行業在過去三十年間充分受益於行業創新週期,基於對全球醫療產業的長期看好,策略側重於投資全球最優質的醫藥產業相關公司。行業上覆蓋製藥、生命科技業、醫療設備製造及醫療服務等企業,以期持續獲得穩健的絕對收益。
美股市場幾乎涵蓋全球最頂級的醫藥及醫療器械公司,新科技、新療法的湧現是美股生物醫藥科技領域過去30年增長的源動力。新技術帶來新藥物,新藥物填補未滿足的臨床需求,產生高額利潤,從而為整個行業不斷帶來增長。
解鎖投資新姿勢,共享藥企發展紅利
uSMART 的跟投易投研團隊深耕美股醫藥多年,跟隨醫藥行業發展浪潮,2023年下旬以來,團隊捕捉減肥藥行情,帶來不錯漲幅。策略長期投資價值突顯,累計超45.06%。
以上策略數據来源于uSMART投研部,數據統計區間为2023.3.24至2024.3.26。
策略優選大型國際頂級的生物科技公司,不乏做腫瘤類疾病,免疫性藥物、神經退行性藥物及罕見病藥物的公司。
美聯儲降息,美股醫藥迎來佈局良機
- 預計2024年美聯儲降息預期,流動性的改善對有望進一步助推藥企的新藥研發與估值修復。美股醫藥板塊的配置價值突顯。
- 創新藥行業頻繁出現重磅產品,創新藥在腫瘤、減重、AD、NASH等大領域和ADC等新技術上持續取得突破性的臨床數據和商業化銷售額,對板塊的投資情緒和經營基研發增長本面會有較大拉動。
- 經過2021-2023年的風險消化,美股醫藥板塊估值處於歴史低點。
如何用uSMART HK購買美股穩健醫療策略:
登入uSMART HK APP之後,從頁面最下方點擊選擇「理財」,在頁面內點擊「跟投易」,進入詳情頁後稍往下拉找到「美股穩健醫療策略」,點擊可了解詳情,點擊右下角「開始理財」,最後輸入委托金額、交易條件後送出訂單即可。圖片操作指引如下:
此圖僅供說明之用
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