交银国际：内地医药板块较大修复空间外商投资环境有望优化

智通财经网2025-02-25

智通财经APP获悉，交银国际发布研报称，上周内地医药板块股价表现亮眼，该行认为主要和板块估值超跌反弹、利好政策落地、“AI+医疗”主题带动情绪复苏和资金回流有关。后续财政和医保/商保利好政策有望继续出台、整体板块估值仍处历史底部，板块仍有较大修复空间，予内地医药行业“领先”评级。该行继续重点推荐后续政策空间的潜在受益标的，包括：1)康方生物(09926)、信达生物(01801)、传奇生物(LEGN...

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交银国际：内地医药板块较大修复空间 外商投资环境有望优化

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交银国际：内地医药板块较大修复空间外商投资环境有望优化