从早盘来看，恒指有点_老虎社区_美港股上老虎 - 老虎社区

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少年维特
2022-12-12

从早盘来看，恒指有点拉垮，高视医疗挂牌价51.4，整体震荡不是很大，算是中规中矩，跟我预期的差不多。

作为眼科黄金赛道国内品牌市占率排在第一位的公司，国产替代的趋势下，在完成罗兰、泰靓两家公司的收购以后，自主研发的眼科医疗器械、耗材以及技术服务三大块业务都有比较大的空间。

目前从股价表现来看，这部分估值溢价还没有体现，从高视医疗当前在研的15款新品的周期来看，我预估真正业绩释放要在2024年左右，产能和渗透率都有翻倍的预期，估值应该在200亿。当前股价还没有起来，可以持续关注。$高视医疗(02407)$

# 巨头港股大扫货，抄底机会来了？

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李茶德OMG
·2022-12-12
医疗领域的富士康？
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- 少年维特:
  不是，自己有产品
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