医药行业周报:关注AI医疗、创新产业链和底部有边际变化的优质医药资产

民生证券股份有...
25 Feb

医药周观点:本周关注AI 医疗、创新产业链(CXO/上游)和底部有边际变化的优质医药资产,如医疗服务和药房等。1)CXO:关注AI 制药在药物发现领域的突破,随着大模型的接入和训练提升药物发现领域的效率有望大幅提升,新分子的新颖性也有望在后续的开发中得到持续验证,相关项目的持续对外授权有望打开板块想象力和业务天花板;基本面层面,国内需求见底,海外需求平稳向上,我们看好板块龙头企业逐季度订单和报表的...

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