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《大行報告》中銀國際:內地醫藥股明年料獲估值重評 首選康方生物、海吉亞、百濟神州及藥明康德
中銀國際發表研究報告指,內地醫藥行業股價年初至今跑輸大市,但由於支持政策和市場對重新開放的預期,自下半年以來跌幅有所收窄。該行預計,明年在創新藥和醫療器械的持續支持政策,及全球投資者在美國加息放緩及內地可能放鬆疫情控制的情況下,對中國醫療保健的風險偏好推動內地醫藥行業的重新評級。 該行補充,基於受惠內地經濟重新開放、穩健基本面及創新元素,首選康方生物(09926.HK)、海吉亞(06078.HK)、百濟神州(06160.HK)和藥明康德(02359.HK)。
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