---
title: "一隻跑贏 97% 同行的逆向基金押注醫療股 預期該板塊將鹹魚翻身"
description: "一隻逆向基金 MFS Meridian Funds 在夏初買入醫療股，押注該板塊將反彈。該基金目前醫療保健股佔比 12%，較年初的 6.9% 有所增加。基金經理 Anne Christine Farstad 指出，醫療技術和製藥公司面臨週期性和監管問題，正處於一個獨特的困難時期。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/257669678.md"
published_at: "2025-09-17T07:21:59.000Z"
---

# 一隻跑贏 97% 同行的逆向基金押注醫療股 預期該板塊將鹹魚翻身

> 一隻逆向基金 MFS Meridian Funds 在夏初買入醫療股，押注該板塊將反彈。該基金目前醫療保健股佔比 12%，較年初的 6.9% 有所增加。基金經理 Anne Christine Farstad 指出，醫療技術和製藥公司面臨週期性和監管問題，正處於一個獨特的困難時期。

一隻跑贏了 97% 的競爭對手的逆向基金一直在買入醫療股，押注今年這個表現落後的板塊將 “鹹魚翻身”。MFS Meridian Funds - 逆向價值基金在夏初買入了賽默飛世爾科技和碧迪醫療，認為它們的估值過低。截至 8 月，醫療保健股佔到該 27 億歐元基金倉位的 12%，高於年初的 6.9%。“無論是醫療技術儀器還是大型製藥公司，它們都遇到了週期性和監管方面的問題，” 基金經理 Anne Christine Farstad 表示。“對這些股票來説，這是一個各種不順的獨特時期。”

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