中泰证券：看好医疗器械板块，关注国产及投资机会

Core Viewpoint - The domestic medical device industry is in a rapid development phase, despite short-term challenges from medical insurance cost control and international conditions, the sector remains optimistic [1] Group 1: Industry Outlook - Multiple negative impacts are expected to have been fully released, indicating that the medical device sector is entering a turning point [1] - Different sub-sectors within the medical device industry may experience varying turning point rhythms [1] Group 2: Investment Strategy - Continued optimism for domestic companies driven by policy support and innovation [1] - Favorable outlook for companies with global expansion and ongoing breakthroughs in overseas markets [1] - Emphasis on investment opportunities in AI healthcare and brain-computer interface themes [1]