医药行业跟踪报告:蚂蚁阿福APP上线带动“AI+大健康”投资热情 关注英硅智能新股发售

爱建证券
Dec 22, 2025

投资要点:医药板块行情复盘:本周(12/15~12/21)市场宽幅震荡,沪深300 指数-0.28%,商贸零售(+6.27%)板块领涨,电子(-3.28%)、电力设备(-3.12%)等板块回调较多。本周SW医药生物指数-0.14%,跑赢沪深300 指数;各细分板块中,线下药店(+5.59%)、医药流通(+4.69%)和医院(+4.15%)等涨幅靠前,“蚂蚁阿福”和“犒赏经济”等主题相关标的表现较好...

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