中信建投：医疗器械板块拐点来临正在估值业绩双修复

E公司11-06

人民财讯11月6日电，中信建投证券研报认为，医疗器械板块涨跌较多的部分个股预计与三季度业绩披露等因素有关，板块具有结构性的投资机会。四季度为流感高发季节，建议关注呼吸道检测相关业务趋势；“双11”，建议关注家用器械公司线上销售趋势。短期来看，建议把握2026年业绩改善个股的业绩和估值修复机会，多家医疗器械行业细分赛道龙头公司将于2026年迎来加速增长。长期来看，医疗器械行业投资机会来自创新、出海和...

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中信建投：医疗器械板块拐点来临 正在估值业绩双修复

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中信建投：医疗器械板块拐点来临正在估值业绩双修复