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中国医疗健康 2026 展望:行情由投机启动,但基本面提供支撑-China Healthcare 2026 Outlook Rally Started by Speculators But Buoyed by Fundamentals
2026-01-08 02:43
Vi e w p o i n t | 07 Jan 2026 04:18:39 ET │ 31 pages China Healthcare 2026 Outlook: Rally Started by Speculators, But Buoyed by Fundamentals CITI'S TAKE We believe speculators fueled the 1H25 rally, but improvement in fundamentals in 2H25, characterized by corrections and proven sciences, is what drew long-term investors back. Starting 2026, we see supportive policies, innovation, and commercial insurance expansion creating all- rounded sustainability for growth of the healthcare industry (HC). Business De ...