医疗器械行业浅梳理

Group 1 - The core viewpoint emphasizes that stock selection depends on one's mindset, system, and temperament, with different strategies for short-term and trend-based investing [1] - The medical device sector is highlighted as being influenced by long-term catalysts such as medical innovation and anti-involution, currently positioned at a historical low, making it noteworthy [1] - A comprehensive review of the 97 stocks in the medical device sub-sector is recommended to gain a complete understanding of the category [1] Group 2 - The leading stock in the medical device sector is identified as Tianchen Medical, which shows a clear trend style and effective drawdown control, indicating strong confidence from major players [1] - Another notable stock exhibits a clear phase of narrow-range consolidation followed by a significant breakout, entering a main upward trend [1] - The overall interconnectivity within the medical device sub-sector is described as very strong, indicating it as a significant anchor for investment [1] Group 3 - On the broader market front, there is no significant concern as new strong sub-sectors continue to emerge, combined with previously strong anchors, which is a characteristic of a bull market [2] - Historical experience suggests that such bull markets typically last for 2 to 3 years [2]