焦点板块及个股 | 医药行业;科技行业;高盛;软银集团

中信证券财富管...
17 Jul

医药行业 - 创新药板块流动性及基本面持续改善展望2025年下半年,我们认为创新药行情有望延续,核心逻辑在于流动性或将进一步扩张、板块基本面持续优化,而中报业绩将成为催化剂。同时,第11轮集采如预期落实诸多优化举措,包括国家医保药品目录退出机制、医院自主品牌选择权提升、仿制药品牌间价差更加合理。头部药企业绩即将进入加速阶段,建议投资者下半年“逢低布局、持有为主”。我们认为头部创新药企中期业绩大概率...

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