大行評級|里昂:美國關税政策對中國醫療保健行業影響相對較小
里昂發表研究報吿指,由於中美藥品貿易規模有限,目前預期中國醫療保健行業,特別是創新藥領域受到關税政策影響程度相對較小,憧憬在集中帶量採購等政策優化下,行業正在向質量驅動型增長轉變,因此對中國領先的創新制藥公司和分銷商仍持樂觀看法,預期企業授權許可模式受影響的可能性較低。
里昂現時對中國醫療保健板塊選股包含石藥集團、國藥控股、愛爾眼科、恒瑞醫藥、翰森製藥、康方生物、康哲藥業、大參林、華東醫藥、泰格醫藥及藥明康德。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.