翰森制药等:高盛调整医疗保健企业目标价

和讯网
13 Mar

【3 月 13 日,高盛发表研报指出重要观点!】高盛称,2025 年中国医疗保健行业更趋向常态化,药企将逐步适应新常态,但行业难以从近年政策冲击中快速恢复并实现 V 型反弹。高盛认为生成式人工智能虽成热门话题,但短期内对医药行业影响不显著,未来或有更多颠覆性科技重塑制药行业。基于行业发展趋势,高盛将所覆盖的中国医疗保健企业目标价下调 8%至上调 13%,对翰森制药等持“买入”评级,对复星医药等予“...

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