《大行》招银国际料中国医疗行业基本面加速向好 荐买信达生物(01801.HK)三生制药(01530.HK)等

阿斯达克财经
Mar 17

招银国际发表研究报告指,MSCI 中国医疗指数2026年初至今累计上涨0.6%,跑赢MSCI中国指数3.5%。医药行业近期明显回调,特别是创新药板块回调幅度较大。近期在政府工作报告将生物医药列为新兴支柱产业的政策催化下,板块风险偏好有温和的修复。该行认为,此次政策定位的跃升标志着医药行业从“战略性新兴产业”向“新兴支柱产业”转型,预示全链条政策红利将持续释放。同时,AI制药技术突破与中国创新药踏出...

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