Optimizing the Stable Medical Consumption Structure and Waiting for Results

Against the backdrop of several years of silence and a historic bottom, the medical sector has gradually gained financial attention since the end of October, and the sentiment in the capital market has significantly rebounded. As a long-term growing white horse industry, the medical sector has always been a sector favored by large funds and foreign investment, and has given birth to numerous super bull stocks in history. With the gradual clarification of policy and fundamentals, companies with low valuations, confirmed growth potential, and promising development prospects are expected to continue to receive funding attention.

The medical sector has seen a significant increase in popularity recently. On the one hand, public funds have begun to consciously layout the medical sector. According to Wind data statistics, in the third quarter of 2023, public funds will tilt back towards the overall market, with the top 20 stocks with the most additional positions mostly belonging to the pharmaceutical, biological, food and beverage sectors. However, in terms of industry chain, the oversupply ratios of consumer services and healthcare are 6.6% and 4.4%, respectively. From the perspective of the heavy holdings of star fund managers, pharmaceutical white horse stocks represented by WuXi AppTec have once again become the darling of fund managers. According to relevant media reports, more than 10 billion dollar fund managers have increased their holdings in pharmaceutical stocks in the third quarter.