(资料图片)
7月4日消息,中信证券研报指出,在2023上半年国内疫情管控措施放开后诊疗和服务逐步复苏,刚性需求恢复的大背景下,叠加医保结余创历史新高以及整个生物医药产业鼓励创新和国产自主可控的强政策,我们预计医药行业各板块大部分将迎来强势复苏和估值修复,有望带动整体医药板块的行情,建议在当下关注后疫情时代高确定性的投资机会以及超跌的核心资产个股。
(资料图片)
7月4日消息,中信证券研报指出,在2023上半年国内疫情管控措施放开后诊疗和服务逐步复苏,刚性需求恢复的大背景下,叠加医保结余创历史新高以及整个生物医药产业鼓励创新和国产自主可控的强政策,我们预计医药行业各板块大部分将迎来强势复苏和估值修复,有望带动整体医药板块的行情,建议在当下关注后疫情时代高确定性的投资机会以及超跌的核心资产个股。
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