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医药生物行业周报：如何正确解读国际化竞争力的中国之光智飞生物新冠三期数据？ _ 东方财富网

医药生物行业周报：如何正确解读国际化竞争力的中国之光智飞生物新冠三期数据？ _ 东方财富网
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医药生物行业周报：2021Q2公募基金重仓持股医药仓位变化几何? _ 东方财富网

　　一、本周回顾与周专题：
　　本周申万医药指数下跌2.42%，位列全行业第22，跑输沪深300 和创业板指数。本周周专题，我们对2021Q2 公募基金重仓持股医药情况做了详尽梳理分析，仓位动态变化方面，公募重仓医药仓位环比有所提高，与医药走势相对一致。静态仓位方面，公募重仓医药仍持续超配，与2020Q2 全基金重仓医药大幅超配相比，连续4 个季度保持稳定水平。配置数据方面，公募重仓医药平均持有基金数增加、公募重仓持股医药市值/公司总市值占比提高、沪深股通持股医药市值环比增加。
　　二、近期复盘：
　　本周医药跌幅比较明显，近两个月以来处于震荡走势。我们认为原因如下：医药的大幅调整并没有基本面原因，要从市场角度思考问题，本质源于大板块之间的跷跷板效应，高估值成长性略显拥挤的板块被其他大热� ....

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医药生物行业指数涨1.42% 8只概念股获近10亿元大单资金抢筹众机构看好回调后的投资机会 _ 东方财富网

医药生物行业指数涨1.42% 8只概念股获近10亿元大单资金抢筹众机构看好回调后的投资机会 _ 东方财富网
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