医药周观点:本周AI 医疗方向有所调整,继续关注板块内龙头公司降本增效和商业模式的持续迭代进化。同时3 月份聚焦业绩,医药板块整体进入基本面复苏、优质资产业绩驱动估值修复的周期,关注板块内医药创新和医药消费优质资产,CXO、创新药、医疗服务、药房和中医药等。1)CXO:国内外需求平稳向上,板块内龙头企业即将进入报表和订单的复苏兑现周期,同时关注AI 工具对临床CRO 和药物发现方向的强赋能。2)...
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