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期的行业发展变革的影响已初步达成共识,早期研发阶段(CRO)影响呈分化趋势,生产段(D、M)整体利好。

进一步分化,国内投融资活动景气度持续上行,弹性更强,持续看好CXO板块成长空间。AI对制药及医药外包行业影响短期有限、但市场对新技术对长期的行业发展变革的影响已初步达成共识,早期研发阶段(CRO)影响呈分化趋势,生产段(D、M)整体利好。

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