医药行业周报：1-8批国采平稳接续扰动有限机构加仓创新持续看好低估创新标的

交银国际02-12

行情回顾：本周（2026/2/3-2026/2/10）恒指涨1.3%，恒生医疗保健指数涨5.0%，行业指数中排第 2 位，跑赢大市。子行业：生物药（+7.4%）、CXO（+7.4%）、处方药（+3.6%）、医院（+2.6%）、中药（+2.6%）、流通（+1.3%）、器械（+0.0%）、互联网医药（-0.6%）。机构持仓回顾：2025 年4 季度至今，内资通过港股通持有医药股的比例小幅下降，外资持仓...

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医药行业周报：1-8批国采平稳接续扰动有限 机构加仓创新 持续看好低估创新标的

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医药行业周报：1-8批国采平稳接续扰动有限机构加仓创新持续看好低估创新标的