光大證券王明瑞:下半年看好醫藥投資三大方向
光大證券研究所醫藥行業首席分析師王明瑞在中國證券報“中證點金匯”直播間表示,下半年醫藥板塊投資可重點關注三大方向。一是創新產業鏈。國內創新產業鏈的上行週期以年為維度展開,可以持續關注此方向。二是契合羣眾需求擴容的消費醫療方向。隨着人口結構變化和疾病譜的變化,羣眾的醫療需求會持續擴容。例如嬰兒潮一代人即將步入退休階段,其退休後對醫療消費的需求會上升。可以關注匹配內需擴容的方向,如家用醫療器械、血液製品等。三是內循環避險資產。為了應對未來國際形勢的不確定性,具備內循環屬性的資產可能在特定情景下呈現剛需特徵。
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