Что думаешь? Оцени!
If lawmakers want lower drug prices, they should strengthen competitive pressure, not regulate it into passivity. The politics are easy to understand. Attacking middlemen polls well. It allows lawmakers to appear tough on prices without directly confronting manufacturers. But the economics are less forgiving. Lower drug prices require bargaining power. Congress has just reduced it. Patients and taxpayers will bear the cost.
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此外，从配置性价比上看，相较于电网等热门板块，具备“HALO”资产属性的电力板块当前估值处于相对低位。截至3月4日，中证全指电力公用事业指数市盈率为18.35倍，处近10年约47%估值分位点，安全边际较高。