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如果有人说2014年12月至2015年1月期间,医药主题基金犹如一剂中药,让他们尝到了苦头,但从2015年2月之后,选中医药主题基金的投资者,今后或许觉得医药主题,尤其是医药电商主题会让他们“甜”起来。一直以来,医药主题基金都是不少投资者眼中的牛基,甚至无论其他产品投资环境与市场怎么变化,医药主题一直能够保持稳定甚至上涨。但是Wind数据显示,2014年医药板块的涨幅不到20%,在申万28个一级行业中涨幅排名倒数第二,而同期非银金融板块涨幅超过100%。有业内人士分析认为,一方面医药行业在过去几年一直保持高速增长,而去年增速相对放缓;另一方面从
If some people say that themed medicine funds are just like traditional Chinese medicine between December 2014 and January 2015, they have suffered a lot. However, investors who selected themed funds from February 2015 onwards may feel that the theme of medicine in the future, In particular, the theme of pharmaceutical e-commerce will make them “sweet ” together. All along, themed medicine funds are the cornerstone of many investors. Even though the investment environment and market of other products have changed, the theme of medicine has been able to maintain or even rise. However, according to Wind data, the pharmaceutical sector rose less than 20% in 2014, ranking second to last in the 28 tier-one industries in SWS, while the non-bank financial sector rose more than 100% over the same period. Insiders believe that on the one hand, the pharmaceutical industry has maintained a rapid growth in the past few years, while the growth rate last year was relatively slow; on the other hand,