金吾财讯 | 交银国际发布医药行业周报，本周2026ASCOGU大会常规摘要公布，此次大会将于本月2628号召开，共有超过70项我国专家主导的研究入选，荣昌、翰森、科伦博泰、映恩生物等中国创新药企将携重磅数据亮相，临床数据密集释放有望阶段性催化板块行情。该机构认为2026年板块稳中向好态势或将延续，但仍有短期波动的可能，在选股时应重回基本面和估值、关注在震荡中被错杀的低估标的，推荐关注以下细分方向：1）创新药：三生制药、和黄医药、劲方医药等催化剂丰富、估值仍未反映核心大单品价值，可重点关注关键海外数据读出时间线；先声药业、中国生物制药等被明显低估、长期成长逻辑清晰之标的，BD机会可期；2）CXO：受益于下游高景气度和融资边际回暖的细分赛道龙头，如药明合联；3）监管不确定性逐步缓解、叠加政策利好预期，有反转机会的医院、器械和诊断等子板块。
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