大摩：美股医药科技股至暗时刻已过
华尔街大行摩根士丹利将美敦力(MDT.US)、Alphatec(ATEC.US)和Becton Dickinson(BDX.US)选为美股医疗科技板块的首选配置标的，同时因估值原因下调了美国医药巨头雅培(ABT.US)的评级。大摩表示，总体上非常看好美国医疗科技行业的基本面，该行业已经熬过了最艰难的时刻。
摩根士丹利在5月30日的一份报告中将医药科技巨头美敦力的评级上调至“增持”，称该公司实际业绩有可能超过市场预期。此外，该公司还任命沃尔玛(Walmart)前高管格雷格•史密斯(Greg Smith)为美敦力首席运营官。大摩表示，此举为这家医疗科技公司在解决供应链问题方面提供了一条“更加一致的执行途径”。
摩根士丹利的第二个首选医疗科技股票Alphatec也获得了“增持”评级。该行认为，由于越来越多的外科医生和大型医院采用其技术，该公司的医疗技术在脊柱细分市场的市场份额正在增加。摩根士丹利补充表示，Alphatec最近收购了REMI机器人系统，填补了随着时间的推移而变得更加明显的投资组合缺口。
大摩还看好Becton Dickinson，称该公司是其覆盖的最具防御性的股票之一，在该行业拥有“最佳定价权”。摩根士丹利目前对该股的评级同样为“增持”评级。
与此同时，大摩将医药巨头雅培的评级从“增持”下调至“持有”，称与美国医疗科技以及广泛的医药行业其他公司相比，美敦力等以上首选标的估值水平更加合理。大摩还首次覆盖库珀医疗(COO.US)和Steris (STE.US)，给予这两者“持有”评级。
大摩表示，总体上非常看好美国医疗科技行业的基本面，并补充称，该行业在经受了长达18个月期的成本上升、供应链问题和整体销量下降(部分原因是医疗工作人员短缺)的严峻考验后，该行业已经熬过了最艰难的时刻。
该行补充表示，目前医疗科技行业的潜在内生性增长率为5%至6%，大多数行业公司已经看到了“今年迄今为止强劲的需求”。
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