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医药行业2021年6月投资月报：6月仍然是较好的窗口期两条思路配置医药 _ 东方财富网

　　港股组合：药明生物(2269.HK)、康希诺(6185.HK)、君实生物(1877.HK)、锦欣生殖(1951.HK)、启明医疗(2500.HK)、康宁杰瑞(9966.HK)。
　　2021年6月组合推荐
　　行情回顾：2021年5月申万医药指数上涨2.96%，跑输沪深300指数约1.1个百分点，在本月全行业行情排名第17。医药行业估值水平(PE-TTM)为42倍，相对于全部A股估值溢价率为134%，相对于扣除银行以外所有A股溢价率为76%，相对沪深300指数溢价率为194%。分子板块来看，5月医药行业子板块涨幅最大的是中药(+9.9%)，下跌幅度最大的是生物制品(-3.6%)。
　　6月仍然是较好的窗口期，两条思路配置医药。5月医药板块持续反弹，其中龙头白马股继续稳步上涨，业绩高增长、估值较低且边际预期有变化的部分标的也持续获得超额收益，我们前期的观点得到验证。我们认为6月仍然是较好的窗口期，建议围绕两� ....

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八大券商主题策略：医药板块兼具科技加消费属性！未来3-5年是国产疫苗的黄金时代_基金动态_基金_中金在线

八大券商主题策略：医药板块兼具科技加消费属性！未来3-5年是国产疫苗的黄金时代_基金动态_基金_中金在线
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八大券商主题策略：医药板块兼具科技加消费属性！未来3-5年是国产疫苗的黄金时代 _ 东方财富网

八大券商主题策略：医药板块兼具科技加消费属性！未来3-5年是国产疫苗的黄金时代 _ 东方财富网
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八大券商主题策略："药"不能停！业绩炸裂的一季报只是开始不是结束_基金动态_基金_中金在线

八大券商主题策略："药"不能停！业绩炸裂的一季报只是开始不是结束_基金动态_基金_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

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八大券商主题策略："药"不能停！业绩炸裂的一季报只是开始不是结束_股市直播_市场_中金在线

八大券商主题策略："药"不能停！业绩炸裂的一季报只是开始不是结束_股市直播_市场_中金在线
cnfol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnfol.com Daily Mail and Mail on Sunday newspapers.

United States , Kay Jiuzhou , Kang Philip , Crown Hao , Tsai Huang , White Horse , Kam Yan , English Division , Technology Jiuzhou , Service Innovation , English Division Medical Green , Service Ireland , School Forest , English Division Medical Viagra , Enterprise Independent , Genesis New , Kang Dragon Chemical , Step Switzerland Medical Kin , Medical South , Medical Wei Si , Kyushu Pass Shanghai , Guardian Light , Tsai Huang Yunnan Baiyao , China Hee , Medical Service , Medical Kam Yan ,