近日,“华为正式组建医疗卫生军团”冲上微博热搜。据报道,医疗卫生军团将重点构建AI辅助诊断解决方案体系,推动医疗大模型在临床场景的应用。这一消息,这将市场的目光又拉回了医药板块。受AI热潮催化、政策利好不断等因素影响,近来创新药市场的增长势头良好,港股创新药板块的表现也较为强劲。那么,如何看待其的中长期机会呢?今年1月,国家医疗保障局方面表示,计划于年内发布第一版丙类药品目录。丙类医保目录的建立,...
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