医药行业周报:医保和商保目录调整加速推进 板块回调中择时布局低估优质标的

交银国际
Sep 25

行情回顾:本周(2025/9/16-9/23)恒指跌1.1%,恒生医疗保健指数跌1.4%,行业指数中排第 5 位,跑输大市。子行业:互联网医药(+0.9%)、CXO(-0.2%)、中药(-1.8%)、流通(-1.9%)、处方药(-1.9%)、生物药(-2.1%)、器械(-5.2%)、医院(-8.2%)。机构持仓回顾:9 月以来,内资通过港股通的持股比例保持稳定,而外资在港股医药的持仓则从年中开始...

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