港股異動 | 醫療設備強勢,微創醫療、康基醫療、啟明醫療-B集體創新高
uSMART友信智投7月8日消息,週三港股,醫療設備板塊集體強勢,截至11:11分,微創醫療升9.57%、康基醫療升8.42%、啟明醫療-B升6.31%、沛嘉醫療-B升4.8%,春立醫療升4.12%,先健科技、威高股份升超5%。
值得注意的是,沛嘉醫療-B、啟明醫療-B、微創醫療、康基醫療均有高瓴資本的參投。
高瓴從2016年開始投資沛嘉醫療,此後又投資啟明醫療,定增微創醫療。除了以TAVR為代表的心血管領域,高瓴還佈局了骨科、眼科、口腔等高值耗材領域。高瓴在醫療器械領域的一路狂奔,背後是投資圈的一項共識,醫療器械的黃金十年即將到來。
過去十年,美股10倍股最多的領域是醫療健康,出了23只10倍股。而醫療健康領域的10倍股,主要集中在醫療器械。愛德華是心血管領域TAVR(經導管心臟瓣膜移植)的全球第一,升了8倍。庫珀醫療是全球隱形眼鏡前三,翻了7倍。每一個細分領域,都足以誕生一個超500億市值的龍頭。
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