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10 月黄金价格剧烈波动，21 日暴跌后 22 日反弹至 4175 美元，市场认为是快速上涨后的正常回调。创新药领域则热度飙升，信达生物与日本武田制药达成 114 亿美元 BD 交易，刷新中国医药行业纪录，韩森制药、普瑞金等多家企业也密集公布 BD 合作。另一边，高盛明确表态中国股票慢牛正在形成，预计 MSCI 中国指数未来两年有 30% 上涨空间，还给出政策窗口开启、经济加速增长、估值低廉、资金流动强劲四大支撑论据，并指明投资方向。黄金反弹能否顶住俄乌局势反复的压力？高盛看好的 A 股慢牛，真能如期兑现吗？欢迎你留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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