医药股多数冲高同源康医药涨18.46% 机构指医保资金支持创新药的政策趋势不会改变_老虎社区_美港股上老虎

医药股多数冲高同源康医药涨18.46% 机构指医保资金支持创新药的政策趋势不会改变

金吾资讯11-08

金吾财讯 | 医药股多数冲高，同源康医药(02410)涨18.46%，可济药业(02171)涨13.86%，和誉(02256)涨11.79%，云顶新耀(01952)涨10.31%，康希诺生物(06185)涨7.48%。招银国际表示，受益于海外降息以及国内宏观环境改善，医药作为高弹性行业有望跑赢市场。该行认为，宏观经济的表现与医保基金的收支、医疗健康消费息息相关。随着政策焦点转向刺激经济，该行认为...

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