方正证券：坚守创新药和CXO 关注跨界公司的超额成长性

智通财经06-02

智通财经APP获悉，方正证券发布研报称，今年以来医药板块表现相对平淡，去年创新药BD情绪带动子板块超额修复，今年陆续进入兑现期，部分兑现度较差的公司拖累了指数表现，但该行仍然认为创新药出海是目前医药板块中最重要的成长方向，仍然需要坚守创新药及CXO板块，此外受科技整体周期的情绪拉动，部分医药跨界AI基建的公司也有超额表现，适当关注拥有跨界业务的耗材板块。方正证券主要观点如下：创新药已正式进入盈利...

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