投资亮点首次覆盖瑞思迈(RESMED)(RMD)给予跑赢行业评级,目标价295.00 美元,对应2025 年non-GAAP 市盈率32.3 倍。理由如下:全球呼吸健康医疗器械行业景气度持续向好。Frost & Sullivan 数据显示,随着老龄化和空气污染的加剧,全球呼吸及睡眠相关疾病的患者数在持续增加。根据其统计,2020 年全球COPD 患病人数约4.7 亿人,全球30-69 岁OSA ...
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