银河证券：集采政策影响市场情绪 医药板块整体估值仍低

今日期货研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20221104/3caf-4dba9535cd307bcb11a1387cf52d629a.jpg"]},"commentid":"live:finance-152-2853522:0","compere_id":0,"creator":"yujian@staff.sina.com.cn","mender":"yujian@staff.sina.com.cn","create_time":"2022-11-04 08:48:19","update_time":"2022-11-04 08:48:25","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-11-04\/doc-imqqsmrp4854815.shtml","docid":"mqqsmrp4854815"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"},{"id":"6","name":"观点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-11-04/detail-imqqsmrp4854815.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2853521,"zhibo_id":152,"type":0,"rich_text":"【银河证券：集采政策影响市场情绪 医药板块整体估值仍低】中国银河证券研报认为，集采政策影响市场情绪，医药板块整体估值仍低。当前，医药短期行情仍然被政策动向主导，建议投资者密切关注接下来医药政策的情绪和力度。下一个观察政策的关键节点将是11月底的创新药医保国家谈判议价，预计本次医保谈判将作为观察药品政策是否边际宽松的窗口。看好政策加速医疗设备国产替代的趋势，看好检测和诊断的常规业务从疫情影响中恢复的可能，看好医美等高端消费领域。本月重点推荐股票集中在检测/IVD、医疗设备、医美等方向。