國金證券:繼續看好醫藥行業下半年回升,重視重磅創新和院內業績復甦兩大方向
國金證券表示,持續建議加大醫藥行業配置力度。近期板塊走強主因:(1)H2醫藥板塊同比增速有望回暖提速;(2)政策暖風頻吹;(3)部分國內藥企產品研發上市和業績放量取得突破;(4)海外降息預期上升。繼續看好醫藥行業下半年持續反轉回升,尤其應當重視重磅創新和院內業績復甦兩大方向。重點佈局:(1)新質生產力屬性較強的創新藥賽道和創新器械賽道;(2)院內復甦有望推動存量藥品及器械放量。
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