交银国际近日发表研究报告指，AI技术正驱动医药板块发展，带来新机遇，建议投资者关注AI相关的创新技术以及其所推动的估值修复机会，指出近日医渡科技(02158.HK) 、恒瑞医药(600276.SH) 、信达生物(01801.HK) 等多间医药公司宣布已接入或将接入DeepSeek，预期AI+医疗加速落地将协助企业提升医药研发效率、优化药物设计，为CRO和创新药企带来利好作用。
憧憬中央将出台财政及医保与商业保险支持政策，该行认为医药板块估值有较大修复空间，继续重点推荐潜在受惠企业，包括康方生物(09926.HK) 、信达生物、传奇生物(LEGN.US) 、云顶新耀(01952.HK) 等，同时预期先声药业(02096.HK) 、翰森制药(03692.HK) 、中生制药(01177.HK) 可同步受惠于业绩增长及估值修复，另看好医渡科技、晶泰控股(02228.HK) 、鹰瞳科技(02251.HK) 、讯飞医疗科技(02506.HK) 。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-14 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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