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一共是

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- 一共是一共是
  ·02-07
  $励晶太平洋(00575)$ 低估值、有实控业务、有催化节点的标的值得高看一眼，$励晶太平洋(00575)$ 的药品业务托底、AI 长寿业务提估值， $中基长寿科学(00767)$ 的服务端稳需求，两个都属于被情绪低估的品种。$平安好医生$ 回调到位，$阿里健康$还行吧，再跟进看看
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- 一共是一共是
  ·02-06
  $励晶太平洋(00575)$ 说真的，现在两性健康用药早就不是躲躲藏藏的冷门领域，大伙看病买药都认准正规渠道，整个行业的消费观念彻底打开了，欧盟获批的外用早泄药在海外卖了这么多年，商业逻辑早就跑通了，国内仿制药卷得厉害，反倒是有创新剂型的品种更有定价话语权，整个赛道的资金和份额，都在往有差异化优势的公司身上集中 $科伦药业(002422)$ $复星医药(600196)$ $励晶太平洋(00575)$
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