国信证券：多重利好共振 加大对医药行业配置

A股赛力斯涨近5%，股价创历史新高，总市值超1400亿元。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/272/w1170h1502/20231106/0ee2-0f47ca22fa8e0d9242e0c66360ecdc12.jpg"]},"commentid":"live:finance-152-3353029:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2023-11-06 11:22:08","update_time":"2023-11-06 11:23:37","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":"20231106112315","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"cn","symbol":"sh601127","key":"u8d5bu529bu65af"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-11-06\/doc-imztrwis8295594.shtml","docid":"mztrwis8295594"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"3","name":"公司"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-11-06/detail-imztrwis8295594.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3353028,"zhibo_id":152,"type":0,"rich_text":"【国信证券：多重利好共振 加大对医药行业配置】国信证券研报指出，从全球视角来看，国内创新药、CXO、医疗器械等行业经过10年左右的快速发展，逐步具备全球竞争力，有望在全球市场星辰大海中获取一席之地，是医药行业投资的重中之重。从国内医疗卫生体系的变化来看，未来将更加强调以全生命周期的维度来进行合理支付（卫生经济学、药物经济学、检验经济学等），合规、经济、有效的产品和服务将获取更大的市场份额，而不合规、浪费、无效的产品和服务将退出市场，除了创新药和器械以外，部分医疗服务公司也值得重点布局。基于我们认为目前医药行业处于业绩底、政策底、估值底的判断，结合近期美联储货币政策的阶段性宽松，行业有望持续多重利好因素共振的行情。