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2023年提升了多个板块的换手率，以期增强局部收益。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.021Z","mo":"经济发展的驱动力可能是现阶段比较值得思考的问题。过去几十年，作为一个庞大的经济体，我国经济经历了持续长期的高速发展。未来哪些产业将成为经济驱动的主力，是非常值得我们关注的方向。我们认为目前医药行业的估值已经一定程度反映了对未来发展的担忧，中长期来看部分标的已经具备一定的投资赔率。中短期的震荡是一个继续布局长期资产、选择方向的较好时机。","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2023年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1052015","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1e01","date":"2023-09-29T16:00:00.000Z","stockId":3000000010731,"sao":"三季度的大部分时间内，医药板块仍然处在存量或减量思维中，交易结构是资金相对比较重要的考量要素，总体操作难度仍然很大。中药板块在二季度的强势上涨过后迎来明显回调，头部公司持续调整。尽管板块基本面并未明显走弱，但由于市场博弈四季度高基数的心态较为明显，导致资金提前减持。反腐是一个突如其来的利空，对院内药品和设备耗材的短期业务和中期逻辑均有明显影响，相关公司短期跌幅较大。医疗服务和消费医疗持续疲弱。CXO行业大部分公司未见订单恢复。GLP-1（减肥药）、AD（阿尔茨海默）等大单品成为三季度为数不多的活跃主题，但是大部分相关公司无法在业绩上得以体现。本基金在不同子行业间做了一些轮动，小幅增加了CXO的持仓，适度降低了中药行业的持仓。我们认为当前医药行业处在一个基本面偏弱的阶段，但是从投资的角度看，医药板块已经历了漫长的下跌，可以积极寻找结构性机会。","declarationDate":"2023-10-24T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.018Z","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2023年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=983602","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1e00","date":"2023-06-29T16:00:00.000Z","stockId":3000000010731,"sao":"上半年的市场环境，对价值投资人并不友好，疫情导致经济增长红利带动龙头公司强劲发展的模式在今年发生了较大变化。一些行业的需求呈现出疲弱的迹象，优质公司的长逻辑在一定程度上受损，这些现象对股票的估值形成了压制。落实到交易层面而言，市场对于短期业绩、高频数据非常看重，利好兑现、短期轮动成了阶段性的主流操作思路，这对过去优选好公司长期持有的资产管理方法造成了不小的挑战。从医药板块中的各大子行业来看，消费医疗自二季度开始冲高回落，外部环境的改变和高利率导致CXO行业订单受损，这两大行业的头部公司均未能从中幸免。上半年，针对市场上述特征，本基金积极应对，但由于在消费医疗和CXO行业的仓位相对较重，中药行业仓位相对较轻，导致净值表现不佳。","declarationDate":"2023-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.016Z","mo":"下半年，预计医药板块将是磨底行情，国内经济复苏节奏和海外宏观利率环境均为重要变量，这些因素对医药行业的内需和外需均有很大影响。中药行业处在政策回暖周期，预计行业整体将良性发展。创新药行业中有些公司在研发水准上能够局部贴近全球领先水平，预计这类公司自身有较强的阿尔法。一方面，本基金会积极应对当前市场环境，通过把握阶段性投资机会，努力使净值稳定增长。另一方面，本基金将逐步加仓估值已跌到合理区间的长期优质公司，期待获取长期收益。","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2023年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=954803","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1dff","date":"2023-03-30T16:00:00.000Z","stockId":3000000010731,"sao":"一季度，医药板块分化较为严重。其中，在过去一年多的时间里，中药板块相关政策较温和，且短期业绩受益于疫情，在行业层面和企业业绩层面等因素共振下，中药板块走势最强。CXO板块内部基本面出现了分化，二三线公司业绩普遍不及预期，一线公司业绩较好，但受地缘政治担忧、医药行业融资数据疲软、大股东减持等因素影响，CXO板块呈现普跌走势。医疗服务板块由于估值偏高、消费需求恢复不及预期等因素，总体走势偏弱，创新药企业表现分化较大。本基金重仓CXO和医疗服务板块的大市值公司，且对中药等强势板块配置较少，是一季度净值表现不佳的主要原因。我们认可重仓企业的长期竞争力和企业价值，但从股价走势和市场风格看，这些竞争力在短期内无法抵御存量市场特征下强势板块对资金的吸纳作用，而走势较强的中药板块在政策暖风的驱动下迎来了较好的发展时期。","declarationDate":"2023-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.013Z","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2023年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=879613","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1dfe","date":"2022-12-30T16:00:00.000Z","stockId":3000000010731,"sao":"2022年的市场环境并不友好，医药板块的各大子行业在大部分时间内均在经受各种负面影响。疫情反复导致医疗服务行业的经营节奏被打乱，外部贸易环境变化和利率环境收紧导致市场担心CXO行业订单受影响，医疗行业集采导致国内市场的药品和医疗器械受压制，重要品种未能通过FDA审批上市导致创新药出海预期严重受阻。基于上述原因，以上子行业的龙头公司在大部分时间内都处于下跌走势中。在龙头公司表现较差的大环境下，资金行为从前几年的追求龙头、追求景气度的特征转为存量博弈，从二三线的医药股中寻找赚钱机会，导致二三线企业表现相对活跃。然而这类企业的长期发展逻辑往往存在较明显的瑕疵，大部分股票很难形成趋势性行情，股价的上涨和下跌同样活跃，短线博弈行情贯穿全年大部分时间。本基金在上半年对市场的此类特征采取了保守应对的策略，效果并不好。下半年开始进行更多的长尾品种的操作，增加换手率。","declarationDate":"2023-01-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.010Z","mo":"预计2023年的医药板块行情将较2022年边际转好，外需端和内需端的几个子行业均有预期转好的逻辑。一是CXO板块，虽然外部贸易环境出现变化，但企业行为更多从商业利益出发，订单仍然愿意给国内企业。二是医疗服务和医疗消费板块，在防疫政策优化的大背景下，预计医疗行为将会恢复。三是内需端的严肃医疗，在集采缓解背景下，预计药品和医疗器械的基本面将会恢复。四是创新药，国内仍有一些非常有潜力的创新药品种，关键临床数据读出和出海事件或将发生。但预计2023年的板块走势不会一蹴而就，需掌握操作节奏。","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2022年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=864753","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1dfd","date":"2022-09-29T16:00:00.000Z","stockId":3000000010731,"sao":"三季度，医药和消费行业受到国际关系和国内疫情等因素的影响，出现了较大幅度的调整。从一些公司的业绩展望看，无论是外需还是内需行业，业绩增长均呈现出一些波动。市场在持续下跌的过程中，一些优质公司的估值已相对较低，但也需评估其业绩的波动，仔细测算具体的估值性价比。企业的经营能力是我们最为看重的要素，政策扰动和景气度变化等外部因素也是影响企业发展和股价波动的关键变量。我们将尽可能地把握企业自身的经营能力，但对政策等外部因素的节奏难以做出精准判断。在构建投资组合的过程中，我们会更多着眼于企业本身，长期投资优质企业，以期获取长期回报。三季度，本产品的换手率较之前的几个季度有一定提升，减少了部分头部持仓股票的比例，增加了部分仓位到长尾股票上，这类长尾股票的仓位不会很高，会根据预期差和市场风格进行相对灵活的操作。","declarationDate":"2022-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.008Z","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2022年第3季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=805512","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1dfc","date":"2022-06-29T16:00:00.000Z","stockId":3000000010731,"sao":"上半年，市场大幅度的下跌和反弹对投资者的研究深度、持股心态和世界观均是考验。报告期内，本基金增持了消费医疗板块的头部公司，由于CXO板块走势较弱，持仓比例略微下降。此外，对部分存在交易型机会的二三线公司进行了一定操作。当前许多优质公司的估值已相对较低。尽管股价上涨的催化需要一定的偶然因素，但从赔率角度而言已足够划算，拉长来看，上涨的概率也很大。一些优质公司面临的风险因素虽然当前仍未完全消除，但是股价对局部利空已不太敏感，而对利好反应较为正面，这是这类公司股价处于底部区域的重要信号之一。","declarationDate":"2022-07-19T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.005Z","mo":"企业的经营能力是本组合筛选个股时最为看重的要素，政策扰动和景气度变化等外部因素也是影响企业发展和股价波动的关键变量。然而，我们往往只能把握企业自身的经营能力，而对政策等外部因素的节奏难以做出精准判断。因此，在构建投资组合的过程中，我们仍然会更多着眼于企业本身，长期投资优质企业，以期获取长期回报。","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2022年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=780048","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecdea7fea5b3eb04e1dfb","date":"2022-03-30T16:00:00.000Z","stockId":3000000010731,"sao":"一季度，市场走势较弱，医药板块出现了较大跌幅，本基金净值回撤较大。市场调整至当前阶段，一些优质公司的估值回到了近三年以来相对较低的位置，许多长期发展逻辑受政策影响的企业目前走势也已较为平稳，我们认为许多资产的性价比已经处于较为合适的水平。企业自身的能力是我们最为看重的要素，但是政策扰动、景气度变化也是影响企业发展的重要外部因素，我们会综合考量，努力寻找创造收益的平衡点。","declarationDate":"2022-04-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:58.002Z","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2022年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=721734","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecde97fea5b3eb04e1dfa","date":"2021-12-30T16:00:00.000Z","stockId":3000000010731,"sao":"2021年全年，医药板块呈现宽幅震荡的走势。伴随着板块的波动，本基金的净值也发生了较大幅度的波动，全年净值呈现负收益。一方面，在这一年内，医药板块的多个子行业均出现了不同程度的利空，在本年度的不同时间窗口分别触发了相应板块的调整。例如，三季度对教育行业的整顿，引发了市场对医疗行业也会面临类似政策的担忧，医疗服务和消费医疗板块股价开始调整；四季度美国对中国创新药产业链相关企业的政策收紧，导致创新药和CXO板块股价下跌。另一方面，医药板块在经历了2019年和2020年的强势上涨后，股票估值处在相对高位，交易结构拥挤，这也构成了板块大幅波动的前提条件。然而，这种估值偏高和交易拥挤的状态会在什么时间、以怎样的事件被触发回归，以及回归的幅度有多大，我们都很难在事前预测到确切答案，这也是本基金在操作中没有选择降低持仓或更换持股结构的主要原因。从企业基本面来看，我们认为本基金持仓的绝大部分企业并没有丧失其长期核心竞争力。在一个可持续发展的经济体当中，具备竞争优势的企业在长期内理应发展得更好。基于以上因素的考量，我们在方法论上认为长期持有优质企业并获取远期收益依然是一种可行的投资方式。","declarationDate":"2022-01-20T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:57.999Z","mo":"在当前时点展望2022年，我们认为内外部经济环境尚不明朗。国内方面，因过去两年的防疫开支而导致的财政压力将逐步显现，同时，教育、互联网等行业所经受的冲击会影响部分中产阶级的消费能力，以上因素均对国内的消费环境造成了一定程度的影响。海外方面，政治因素对中国制造类企业的影响亦存在一定的不确定性。然而，这些因素或多或少已在股价走势和企业估值中有所体现，接下来我们将持续关注持仓企业的竞争力在外部因素的扰动下是否会受到较为明显的影响。如果这种影响并不大，那么在当前时点这些企业的估值已具备较大的吸引力。","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":"a","tickerId":10731,"masterFundFlag":1,"lastUpdated":"2025-01-01T23:59:27.022Z","status":"normal","name":"广发创新医疗两年持有期混合型证券投资基金","exchange":"jj","followedNum":7,"inceptionDate":"2021-03-18T16:00:00.000Z","fundCollectionId":4000050300000,"currency":"CNY","masterFundShortName":"广发创新医疗两年持有期混合","setUpDate":"2021-03-18T16:00:00.000Z","setUpAssetScale":504466765.19,"setUpShares":504466765.19,"pinyin":"gfcxyllncyqhhxzqtzjj","managers":[{"stockCode":"8801394902","stockType":"fund_manager","exchange":"fm","tickerId":232423151170,"name":"吴兴武"},{"stockCode":"j101020487","stockType":"fund_manager","exchange":"fm","tickerId":32323257310,"name":"程文文"}]},"announcement":{"linkText":"广发创新医疗两年持有期混合型证券投资基金2021年年度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=707602","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecde97fea5b3eb04e1df9","date":"2021-09-29T16:00:00.000Z","stockId":3000000010731,"sao":"报告期内，市场分化显著，以煤炭、钢铁、化工为代表的周期股上涨明显，以电动车为代表的高端制造业稳步上涨，以白酒、医药为代表的大消费类资产跌幅较大。本基金由于重仓持有医药资产，净值下跌较多。我们认可周期股因为周期品价格上涨等因素的带动所造成的股价阶段性暴涨，也认可电动车行业因景气度较高而出现较好的股价表现。但是落实到持仓，本基金仍然坚持在认知范围内优选中长期具备核心竞争力的医药资产作为核心持仓，以期长期取得优秀回报。","declarationDate":"2021-10-25T16:00:00.000Z","lastUpdated":"2026-03-09T13:40:57.997Z","fund":{"_id":3000000010731,"__csrcFundId":8861,"stockCode":"010731","shortName":"广发创新医疗两年持有期混合A","fundSecondLevel":"hybrid","stockType":"fund","areaCode":"cn","market":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