国泰君安：5月医药板块投资应稳中求变全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高

智通财经2022-05-13

智通财经APP获悉，国泰君安证券发布研报称，5月医药板块投资策略应稳中求变，预计全年医疗设备、CXO、疫苗等继续保持较好景气度且确定性较高。投资组合：迈瑞医疗(300760.SZ)、药明康德(603259.SH)、爱尔眼科(300015.SZ)、康龙化成(300759.SZ)、爱美客(300896.SZ)、开立医疗(300633.SZ)、海泰新光(688677.SH)、丽珠集团(000513.SZ...

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国泰君安：5月医药板块投资应稳中求变 全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高

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国泰君安：5月医药板块投资应稳中求变全年医疗设备、CXO、疫苗等保持较好景气度且确定性较高