业绩底部反转和估值修复

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华宝基金胡洁:医疗板块前瞻性指标向好,后续仍有持续上涨动力
Xin Lang Ji Jin· 2025-05-24 09:54
Group 1 - The core viewpoint is that the healthcare sector, particularly driven by AI advancements, has shown significant growth, with the CSI Healthcare Index increasing over 50% from September 24 to October 8, 2024, and nearly 20% from January 10 to February 21, 2024 [1] - AI healthcare leaders such as BGI Genomics saw stock increases of up to 70%, BGI Intelligent Manufacturing increased by over 130%, and Weining Health rose by 100% [1] - The current price-to-earnings (PE) ratio of the CSI Healthcare Index is around 30 times, reflecting an increase from September of the previous year, indicating a recovery in valuations and performance in certain sub-sectors like CXO [1] Group 2 - The CXO and medical device sectors have experienced a two-year performance adjustment phase post-pandemic, but there are signs of a bottom reversal in order and performance growth since the second half of last year [2] - Forward-looking indicators suggest that the CXO sector has the potential for continued upward momentum [2]