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中文(ZH) 中信建投:医疗器械板块拐点来临,2026年业绩改善个股存在修复机会

Medical device sector sees turning point; AI chip race intensifies

CITIC Securities has identified a turning point for the medical device sector, recommending investors focus on undervalued stocks with high second-quarter growth and those poised for accelerated growth in 2026. The firm also highlighted emerging technologies like surgical robots and brain-computer interfaces as key areas for future development and investment. In the computing chip domain, companies like TianShuZhiXin and Dongfang Suanxin are reportedly closing the performance gap with overseas advanced products, with a growing emphasis on system-level computing power and integrated AI infrastructure. AI

IMPACT Highlights advancements in AI chip technology and infrastructure, suggesting a competitive landscape and potential for performance improvements.

RANK_REASON The cluster consists of financial analysis and industry commentary on market trends, rather than a primary release or event.

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Medical device sector sees turning point; AI chip race intensifies

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: The inflection point for the medical device sector is approaching, and individual stocks with performance improvements in 2026 have opportunities for recovery.

    36氪获悉,中信建投证券研报指出,建议关注低估值且第二季度高增长个股的加仓机会。医疗器械板块拐点来临,短期来看,建议把握2026年业绩改善个股的业绩和估值修复机会,多家细分赛道龙头将于2026年迎来加速增长,同时建议关注手术机器人、脑机接口等新科技方向,相关技术突破和商业化落地有望持续催化板块热度。长期来看,医疗器械板块投资机会来自创新、出海和并购整合,板块的创新和国际化能力得到认可,估值正在重构。