医药行业跟踪报告:医药板块迎来开门红 2026年继续看好创新出海和硬科技

爱建证券
Jan 13

投资要点:医药板块行情复盘:本周(1/5~1/11)SW 医药生物指数上涨+7.81%,大幅跑赢沪深300指数(+2.79%),脑机接口、小核酸、AI 医疗等科技主题轮番驱动;各细分板块中,医院(+13.92%)、CXO(+11.15%)和医疗设备(+10.81%)等涨幅靠前。港股创新药反弹明显,恒生生物科技指数(+11.06%)和恒生医疗保健指数(+10.26%)亦大幅跑赢恒生科技指数(-...

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