Bernstein：市场严重低估诺和诺德(NVO.US)减肥药潜力 上调评级至“跑赢大盘”

Core Viewpoint - Bernstein upgraded Novo Nordisk (NVO.US) rating from "Market Perform" to "Outperform" based on the company's growth potential in the obesity treatment sector [1] Group 1: Company Performance - Novo Nordisk's products Ozempic and Wegovy are experiencing strong global demand, with increasing market penetration [1] - The financial market has not fully recognized the actual impact of these obesity drugs [1] Group 2: Future Outlook - As the application range of obesity treatment drugs expands and insurance reimbursement coverage improves, Novo Nordisk may achieve significant profit growth in the future [1] - Despite the positive outlook, Novo Nordisk's stock price has declined by 37% year-to-date [1]