核心观点:本周申万医疗器械指数下跌1.6%,短期有所回调。本周部分个股涨跌主要与中报业绩披露有关,前期大幅上涨的热景生物、利德曼等有所回调;继续看好医疗器械板块的投资机会,重点看好基本面优质个股的轮动上涨机会,同时建议关注脑机接口等新科技方向的主题性投资机会。器械板块拐点来临,正在估值业绩双修复,建议把握轮动上涨机会。部分25年比24年加速增长,以及Q2或Q3有望高增长的公司今年以来有较大涨幅;...
Source Link核心观点:本周申万医疗器械指数下跌1.6%,短期有所回调。本周部分个股涨跌主要与中报业绩披露有关,前期大幅上涨的热景生物、利德曼等有所回调;继续看好医疗器械板块的投资机会,重点看好基本面优质个股的轮动上涨机会,同时建议关注脑机接口等新科技方向的主题性投资机会。器械板块拐点来临,正在估值业绩双修复,建议把握轮动上涨机会。部分25年比24年加速增长,以及Q2或Q3有望高增长的公司今年以来有较大涨幅;...
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