人民财讯11月6日电,中信建投证券研报认为,医疗器械板块涨跌较多的部分个股预计与三季度业绩披露等因素有关,板块具有结构性的投资机会。四季度为流感高发季节,建议关注呼吸道检测相关业务趋势;“双11”,建议关注家用器械公司线上销售趋势。短期来看,建议把握2026年业绩改善个股的业绩和估值修复机会,多家医疗器械行业细分赛道龙头公司将于2026年迎来加速增长。长期来看,医疗器械行业投资机会来自创新、出海和...
Source Link人民财讯11月6日电,中信建投证券研报认为,医疗器械板块涨跌较多的部分个股预计与三季度业绩披露等因素有关,板块具有结构性的投资机会。四季度为流感高发季节,建议关注呼吸道检测相关业务趋势;“双11”,建议关注家用器械公司线上销售趋势。短期来看,建议把握2026年业绩改善个股的业绩和估值修复机会,多家医疗器械行业细分赛道龙头公司将于2026年迎来加速增长。长期来看,医疗器械行业投资机会来自创新、出海和...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.