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至暗时刻将过，不确定性下寻找确定性 医药板块回顾和分析：医药各板块业绩分化明显，但整体成长性依旧稳健。生物医药行业近期政策频出，政府干预力度和纠偏力度加大的新机制下，行业发展迎来再平衡。叠加政策调整期对投资的可预见性下降，整体板块估值中枢和机构配置比例呈现明显下降，去泡沫的过程一直在持续
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