金吾财讯 | CCXO概念有支撑，凯莱英（06821）涨2.27%、金斯瑞生物科技（01548）涨2.41%、百济神州（06160）涨0.63%、方达控股（01521）涨0.79%、药明生物（02269）涨0.04%
爱建证券表示，2026年初以来医药板块的持续回调与行业基本面、产业趋势发生背离，近期众多上市公司推出现金回购和增持方案，反映出对产业未来发展的充足信心，CXO、创新药及相关产业链已率先发力反弹，医药板块中长期布局良机已至。2026年，该机构继续看好中国创新药出海的产业趋势，继续重点跟踪ADC、双抗、小核酸、减肥药等核心优势赛道的投资机会。同时，该机构看好高景气CXO、器械出海、脑机接口、AI+医疗等投资机会。
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