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招银国际:药品价格政策有望优化 医疗AI加速商业化落地
智通财经APP获悉,招银国际发布研报称,受益于国内药品价格政策优化、国内宏观环境改善以及海外降息预期,医药行业有望在2025年继续迎来估值修复。丙类医保目录年内即将落地,创新药将覆盖获得更好的支付环境。医疗设备招标加速复苏,将推动国产医疗设备企业盈利 ...
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