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巴总理谈巴中友谊激动到敲桌

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，创新药及产业链预计将延续高景气度，是二季度重点关注方向。二季度AACR、ASCO等重磅学术会议或将成为催化创新药板块行情的重要时间节点，双多抗、ADC等领域预计将有重要数据读出，分子胶、小核酸、体内CAR-T等新兴技术平台的数据验证将持续推进。CXO板块的景气上行趋势有望在二季度延续，临床前CRO随着需求恢复和项目价格上行，订单有望快速增长。　　医疗设备领域，葛兰认为，高端设备国产替代逻辑长期确

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