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海外疫情進入爆發期,這些標的迎來出口大機遇?
格隆匯 04-10 19:40

作者 | 格隆匯小編

數據支持 | 勾股大數據

隨着國內疫情防控態勢持續向好,海外疫情已從擴散期進入爆發期,世界各國將會進一步強化醫療資源的建設,同時也帶動了對防疫類醫療產品的需求,尤其是急救中的環ICU醫療設備。

格隆匯資深研究團隊3月15日針對"環ICU設備"相關概念進行解讀與分析:《研報掘金丨海外新增確診超萬例,意大利死亡率攀升至7%,國內環ICU設備迎出口大機遇!》。

同時,依據工信部提出"ECOM等高端醫療裝備國內企業尚無法生產,有創呼吸機產業鏈將迎來新的增長"。在4月8日會員付費專欄中,《格隆匯明日前瞻(0409)》的"題材挖掘"、"財經要聞"也做出了跟ICU設備相關的概念分析,結合了當天市場資訊,為投資者把握確定性更大的獲利機會。

會員內容-研報掘金

主要邏輯:

1.短期國內ICU資源存在較大短板;

2.海外疫情催生醫療設備出口機遇;

3.醫療設備相關政策支持及財政投入

附相關標的:

除上述主題,研報掘金近期還覆蓋了5G、RCS、車聯網、數字貨幣概念等熱點事件,而明日前瞻將會教你如何從資訊繁雜的當天挖掘題材熱點、公告淘金、A股避雷,讓你把握確定性更大的獲利機會,並及時規避潛在風險。

更多深度分析,還可參閲會員付費專欄。付費會員可享受到"首席覆盤"、"個股研究"、"漲停股覆盤"等重點付費專欄的資訊服務,幫你實時解讀市場熱點,跟蹤行業趨勢,尋找更有潛力的投資機會。

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