MSCI 中国医疗指数2025 年初至今累计上涨58.6%，跑赢MSCI 中国指数24.2%。近期，医药板块略有回调（MSCI 中国医疗指数10 月至今回调10%），我们认为这将带来抄底机会。由于资本市场融资复苏、创新药出海交易规模上涨，国内创新药研发需求出现回暖。叠加美国降息，CXO 行业有望在2H25E 迎来业绩修复。此外，建议投资人关注已授权的创新药管线在海外的临床推进。ESMO 会议多个...
Source LinkMSCI 中国医疗指数2025 年初至今累计上涨58.6%，跑赢MSCI 中国指数24.2%。近期，医药板块略有回调（MSCI 中国医疗指数10 月至今回调10%），我们认为这将带来抄底机会。由于资本市场融资复苏、创新药出海交易规模上涨，国内创新药研发需求出现回暖。叠加美国降息，CXO 行业有望在2H25E 迎来业绩修复。此外，建议投资人关注已授权的创新药管线在海外的临床推进。ESMO 会议多个...
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