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udn股市快訊
udn股市快訊:提供台股與財經產業界的即時消息,幫助投資人掌握股市財經最新動態。
證券專家:新藥股適合長線持有
Apr 27th 2013, 16:37

摩根投信投資策略部副總經理謝瑞妍說,因新藥研發常處於不確定性,股價受影響程度大,加上產業投資回報期間較長,選股配置比重不宜過高,適合長線持有。

萬寶投顧副總經理王榮旭指出,雖然新藥股股價動輒百元以上,但新藥開發伴隨著高風險,而高風險就是其價值;不過,醫材股評估就與新藥大不同,醫材比的是市場地位、市場成長性及籌碼集中度。

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生技指數創高 基金沾光
Apr 27th 2013, 16:37

全球生技產業啟動一波「大吸金行情」,除了美國那斯達克生技指數(NBI)今年來飆漲2成6,上半年將陸續登場的全球醫學會議,也成為生技類股的題材熱點,再加上目前禽流感疫情有擴大跡象,生技基金績效可望翻揚。

 根據投信統計,今年來國內7檔生技基金平均上漲24.76%,近1月與近1季漲幅則分別為7.33%、15.3%,為各類型基金當中表現相對優異。

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: Thatcher's Tyrants - The Tanks, The Guns, The Christmas Cards.

法人今年大買承業醫逾7000張
Apr 27th 2013, 16:37

根據統計,三大法人今年來大買逾千張的生技股,包括醫材廠承業醫(4164)、「隱形眼鏡雙雄」F-金可(8406)、精華(1565)以及新藥、保健品的友華(4120)、中天(4128)等14檔,其中又以法人聯手加碼7866張的承業醫居冠。

 台新投顧協理黃文清表示,生技股種類繁多,儘管新藥族群未來想像空間大,但畢竟多仍處虧損狀態,股價有淪為「本夢比」之嫌;而其他醫材、美妝、保健食品、檢測試劑或醫藥通路公司,其營運業績已反應在財報上,股價也不再是無「基」之彈。

This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers. Five Filters recommends: Thatcher's Tyrants - The Tanks, The Guns, The Christmas Cards.

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