有机构表示,通过分析2024年业绩预告中底部表现出显著业绩改善和增长潜力的细分领域及个股,以及结合AI这一市场热点,当前看好 创新药 、低值耗材、AI+医药三大板块。其中,在创新药板块,机构表示,从2024年业绩预告来看,分化明显,其中头部企业凭借已上市创新药的快速放量及国际化进展,收入和利润增速显著提升。具备差异化管线、国际化能力强和商业化效率高的企业值得关注,如 诺诚健华 、 百济神州 。资料...
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