兴业证券刘嘉仁：医美不会上演教育行业 “黑天鹅”
2021-08-10 09:28:29 阅 141 上游原材料、中游药械的确定性更好，下游医美机构还需要一个清晰的商业模式。据 Wind 数据显示，今年以来，医美指数上涨 35%。从公募基金二季报持仓分布来看，医美股爱美客、华熙生物、昊海生科等进入众多基金的重仓名单；十八线基金金信民长混合因为押中医美赛道，收益率大幅跑赢同类；明星基金经理焦巍在二季报中称看好 “女人的脸”， 在管的银华富裕主题新增医美龙头贝泰妮。
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