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资金逢低布局意图明显!医疗器械ETF(562600)单日吸金超千万
Mei Ri Jing Ji Xin Wen· 2025-11-04 02:15
中信建投指出,医疗器械板块涨跌较多的部分个股预计与Q3业绩披露等因素有关。短期来看,建 议把握2026年业绩改善个股的业绩和估值修复机会,多家医疗器械行业细分赛道龙头公司将于2026年迎 来加速增长。长期来看,医疗器械行业投资机会来自创新、出海和并购整合,板块的创新和国际化能力 得到认可、估值正在被重估。 相关ETF全称:华夏中证全指医疗器械ETF(562600),联接基金(A类:021250、C类:021251) 每日经济新闻 (责任编辑:张晓波 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 昨日,A股市场探底回升,三大指数全线翻红。截至收盘,沪指涨0.55%。盘面上,医药板块整体 维持震荡态势。相关ETF方面,医疗器械ETF(562600)微跌0.11%,单日逆势吸金超千万,已连续5交 易日获得资金净流入,合计超3千万,占成交额比例高达40%,显示资金逢低布局意图明显。 消息面,11月3日202 ...
中信建投:多家医疗器械行业细分赛道龙头公司将于明年迎来加速增长
Mei Ri Jing Ji Xin Wen· 2025-10-29 00:13
Core Viewpoint - The medical device sector is experiencing volatility in stock performance, influenced by Q3 earnings disclosures and upcoming seasonal trends [1] Group 1: Short-term Trends - Q4 is expected to be a peak season for influenza, suggesting a focus on the trends in respiratory testing-related businesses [1] - With the Double 11 shopping festival approaching, attention should be paid to the online sales trends of home medical device companies [1] Group 2: Long-term Opportunities - There are investment opportunities in the medical device industry driven by innovation, international expansion, and mergers and acquisitions [1] - The industry's innovative capabilities and internationalization are gaining recognition, leading to a revaluation of stock prices [1] - Several leading companies in niche segments of the medical device industry are anticipated to experience accelerated growth by 2026, presenting opportunities for performance and valuation recovery [1]