$微创医疗(0085_老虎社区_美港股上老虎

炎龙傲世w5
12-03

$微创医疗(00853)$ 简单写下买入的理由先，微创的海外市场进展不错，是目前海外占比最高的大器械企业，总体利润来自海外的增长更容易些，海外团队和并购也磨合了一定时间差不多到收获季节；高值耗材领域对比海外同行业企业估值差异巨大，按照对标有很强想象力，风起时更容易受到资金青睐；国内医疗形式有些反转迹象，国内营收利润数据大概率是低点，会越来越好；目前25年经营数据好转明显，2026年会越来越好，甚至实现扭亏为盈；目前价格不算太贵，向下相对有限，向上有较大空间。从12月逐步再买些，目前已建完底仓，投资记录仅供参考[比心]

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woadzc62
·12-03
我看亏损依旧保持大幅度减少，整合后说不定能一举盈利
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- 滴滴声:
  出海业务高增长，看看整合后心衰管线怎么说，听说很重要
  12-03
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百宋一尘
·12-03
可惜，最近行情不太理想啊
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冯秀财论股
·12-03
感觉微创开始有那么一些冲动了
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- 冯秀财论股:
  继续跟进
  12-03
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