《大行》大摩:药明系估值吸引 首选药明康德A股

AASTOCKS
Nov 24, 2025

摩根士丹利发表研究报告指,中国医疗保健股自9月中旬起被持续抛售,投资者正在获利了结,并等待明年业绩发展的讯号。该行指出,当中药明系在基本面持续稳健的背景下,估值水平更具吸引力。大摩最看好药明康德(02359.HK),因此该公司不仅上调业绩指引,更进行大规模产能扩张,且在下一代GLP-1领域参与度高。该行提到,药明康德(603259.SH)A股为投资者带来理想的买入机会,上调公司2025至27年盈测...

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