医药行业点评:短期推荐创新药与CXO板块龙头

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Sep 26

创新药与CXO 板块引领恒生医疗保健指数8 月跑赢恒指恒生医疗保健指数8 月上涨2.11%,为连续第八个月上涨,跑赢恒生指数约0.9 个百分点。分板块看,除医药分销与医疗器械板块下跌以外,其他均上涨。生物科技、化药中创新药研发能力强大的行业龙头、CXO 板块龙头与医疗服务板块的互联网医疗龙头中报表现较好,引领股价上涨。优质创新药企业与CXO 板块龙头业绩有望维持稳健增长从2025 年上半年的情况看...

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