摩根大通：这波调整后可关注优质港股医药股

Gelonghui
2021.07.28 07:22
摩通发表报告表示，MSCI 中国医疗服务行业指数自 6 月 28 日高位以来已累积调整 18%，相信调整市场关注内地近期监管政策收紧包括教育、互联网及内房行业所产生的溢出效应，并留意到内地线上医疗服务股呈现较大调整，但该行认为这些规定可能对中国医疗保健行业并无直接的基本面影响，但上述事件削弱了行业的市场估值，并认为调整后创造投资机会。该行在近期抛售后会关注的一些具优质中资医药股，包括药明生物、药明康德、金斯瑞生物科技、迈瑞、荣昌生物和恒瑞医药。
Source: Gelonghui The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.