智通财经APP获悉，交银国际发布研报称，上周内地医药板块股价表现亮眼，该行认为主要和板块估值超跌反弹、利好政策落地、“AI+医疗”主题带动情绪复苏和资金回流有关。后续财政和医保/商保利好政策有望继续出台、整体板块估值仍处历史底部，板块仍有较大修复空间，予内地医药行业“领先”评级。
该行继续重点推荐后续政策空间的潜在受益标的，包括：1)康方生物(09926)、信达生物(01801)、传奇生物(LEGN.US)、云顶新耀-B(01952)等短期催化剂丰富、盈利高增长或盈亏平衡时间点明确、估值有较大修复弹性的创新药标的;2)先声药业(02096)、翰森制药(03692)、中国生物制药(01177)等存在业绩增速+估值倍数共同修复潜力的龙头处方药企。
同时建议关注：1)股息率高、有望受益于行业整体基本面改善的医药商业流通标的;2)AI+医疗发展趋势，重点把握拥有数据入口优势和落地场景明确(如2C健康管理)的标的，包括医渡科技(02158)、晶泰控股-P(02228)、鹰瞳科技-B(02251)、讯飞医疗科技(02506)、固生堂(02273)等。
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