中泰证券：创新药企分化加剧重点推荐先声药业(02096)等创新药标杆企业

智通财经2025-08-12

智通财经APP获悉，近期以来，医药板块行情呈现多元化趋势：从创新药单主线驱动，逐步延伸至业绩反转、脑机接口及AI制药等新兴领域，同时创新药内部结构性分化加剧，市场风格呈现高低切换与主题轮动的特征，因此中泰证券认为当前市场的选股要求进一步提升。中泰证券分析指出，从本周领涨的个股来看，当前资金偏好包括高增速业绩兑现、医疗器械技术创新、创新药大单品，与近期半年报密集披露、脑机接口利好政策发布、AI制药...

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中泰证券：创新药企分化加剧 重点推荐先声药业(02096)等创新药标杆企业

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中泰证券：创新药企分化加剧重点推荐先声药业(02096)等创新药标杆企业