医药板块内部依然分化:1、医疗行业整治基本结束,具备临床价值的创新药或者刚性用药在院内的商业化将更加顺畅,长周期来看,优质药企盈利确定性加强,同时,优质创新药企也在积极寻求海外合作方将产品授权出去,依然能享受巨大的海外市场;2、医疗设备端,随着国内财政持续发力,各地预计即将开始开展新一轮医疗设备采购和更新,四季度开始有望订单提速
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