Group 1 - The core viewpoint of the report is the recommendation of a "barbell strategy" for the biopharmaceutical industry in 2026, emphasizing both innovative and traditional sectors [1] - The report highlights optimism towards the progressive attributes of medical technology, particularly the breakthroughs in innovative drugs and the internationalization of the industry [1] - The development of AI in healthcare is noted as a significant opportunity, with the widespread application of large models and accelerated algorithm optimization enhancing AI's role across various sectors [1] Group 2 - The report also emphasizes the defensive attributes of traditional sectors within the biopharmaceutical industry [1] - It suggests that state-owned enterprises in the pharmaceutical sector are likely to experience a new cycle of high-quality development driven by further reforms and technological innovations [1]
中金生物医药行业2026年展望：看好医疗科技进取属性 AI+医疗大有可为
Di Yi Cai Jing·2025-11-12 00:20