观点聚焦投资建议医保不足抑制内需,流动性宽松利好创新类资产,AI发展赋能医药产业。我们2026 依旧推荐哑铃策略,创新药产业发展与出海趋势明确,带来上下游产业链机会同时,也给其他品类带来启示;传统分红蓝筹是医药行业投资压舱石。理由创新出海趋势明确,药品先行器械等同样可期。药审改革红利持续释放,在国内工程师红利、丰富临床资源和支持性政策多方加持下,中国创新药产业已进入2.0 时代,由“引进模仿”转向...
Source Link观点聚焦投资建议医保不足抑制内需,流动性宽松利好创新类资产,AI发展赋能医药产业。我们2026 依旧推荐哑铃策略,创新药产业发展与出海趋势明确,带来上下游产业链机会同时,也给其他品类带来启示;传统分红蓝筹是医药行业投资压舱石。理由创新出海趋势明确,药品先行器械等同样可期。药审改革红利持续释放,在国内工程师红利、丰富临床资源和支持性政策多方加持下,中国创新药产业已进入2.0 时代,由“引进模仿”转向...
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