金吾财讯 | 医药股多数冲高,同源康医药(02410)涨18.46%,可济药业(02171)涨13.86%,和誉(02256)涨11.79%,云顶新耀(01952)涨10.31%,康希诺生物(06185)涨7.48%。招银国际表示,受益于海外降息以及国内宏观环境改善,医药作为高弹性行业有望跑赢市场。该行认为,宏观经济的表现与医保基金的收支、医疗健康消费息息相关。随着政策焦点转向刺激经济,该行认为...
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