长城基金医药投资团队：持续看好创新药、AI医疗等方向

Core Insights - The pharmaceutical investment team at Changcheng Fund has demonstrated exceptional performance this year, showcasing deep insights into industry trends and long-term professional strength [1] - The team is exploring potential investment opportunities in various segments of the pharmaceutical industry, emphasizing a collaborative approach with investors [1] Group 1: Investment Opportunities - Tan Xiaobing expresses optimism about innovative drugs and robotics, noting that the market may experience short-term fluctuations but sees potential in these sectors [2] - Long-term demand for AI medical technologies is expected to remain strong, with ongoing advancements in supply and iteration, particularly in AI applications [3] - Liang Furui highlights the importance of fundamental performance in innovative drugs, suggesting that small and mid-cap stocks with solid fundamentals may have significant price potential [4] Group 2: Market Trends - The A-share and Hong Kong stock markets have shown a divergence, with A-shares performing strongly while Hong Kong stocks have seen structural advantages [4] - The current market environment is characterized by a strong performance in technology assets, which has led to capital outflows from the innovative drug sector [4] - The policy environment is increasingly supportive of innovative drugs and new medical technologies, indicating a favorable backdrop for investment in these areas [3]