【平安证券：关注医药行业四条投资主线】金十数据1月27日讯，平安证券研报称，建议关注医药“创新”、“出海”、“设备更新”、“消费复苏”等主线。“创新”主线：围绕创新，布局具备全球竞争力的创新药品种，以及“空间大”“格局好”的品类；“出海”主线：掘金海外市场仍然有可能孕育中长期机会；“设备更新”主线：中央财政和地方专项债有望加强对医疗设备更新换代的支持；“消费复苏”主线：消费提振政策的影响下，眼科、口腔、医美等优质赛道及相关周边产业有望回暖。
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