港股上市公司微创医疗（00853.HK）今日盘中大跌5.13%，引发市场关注。截至发稿时，该股报7.77港元/股。
尽管中金公司近期发布研报上调微创医疗目标价至11港元，并维持"跑赢行业"评级，但投资者似乎对公司短期业绩持谨慎态度。中金报告指出，公司2024年减亏幅度符合预期，但部分核心产品降价或集采导致收入略低于预期。此外，公司心脑血管国内业务在2024年不同程度承压，可能与医疗行业整顿、部分核心产品集采或降价有关。
值得注意的是，微创医疗所在的医疗设备及用品行业整体表现疲软，行业跌幅为0.21%。公司股价下跌可能反映了投资者对医疗器械行业整体前景的担忧。尽管如此，分析师仍看好公司长期发展，预计公司有望在2026年左右实现盈利。投资者可能需要权衡短期业绩压力与长期发展潜力，这也可能是导致股价波动的原因之一。
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