医药行业周报:1-8批国采平稳接续扰动有限 机构加仓创新 持续看好低估创新标的

交银国际
Feb 12

行情回顾:本周(2026/2/3-2026/2/10)恒指涨1.3%,恒生医疗保健指数涨5.0%,行业指数中排第 2 位,跑赢大市。子行业:生物药(+7.4%)、CXO(+7.4%)、处方药(+3.6%)、医院(+2.6%)、中药(+2.6%)、流通(+1.3%)、器械(+0.0%)、互联网医药(-0.6%)。机构持仓回顾:2025 年4 季度至今,内资通过港股通持有医药股的比例小幅下降,外资持仓...

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