招银国际发表研究报告指，MSCI中国医疗指数年初至今累计下跌14.1%，跑输MSCI中国指数31.25%。本轮波动再次体现医药产业的高弹性特质。受惠于海外减息及国内宏观环境改善，医药作为高弹性产业可望跑赢大市。
招银国际认为，宏观经济的表现与健保基金的收支、医疗健康消费息息相关。随着政策焦点转向刺激经济，医疗设备更新政策有望加快落地、创新药支持政策亦有望在各地落实。CXO板块预计将受惠于海外研发需求复苏，《生物安全法案》的影响或将有限。国内新一轮医保谈判即将落地，尽管医保资金收支有一定压力，但医保资金支持创新药的政策趋势不会改变。
该行关注创新品种医保机遇，看好药明康德(603259.SH) 、百济神州(BGNE.US) 、信达生物(01801.HK) 、科伦博泰(06990.HK) 、巨子生物(02367.HK) 、三生制药(01530.HK) 和迈瑞医疗(300760.SZ) 。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-21 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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