国产替代要继续加速了

Group 1 - The artificial intelligence sector is expected to maintain high investment and growth due to rapid technological iteration and internal top-level design support. The trend of domestic substitution is beginning to reflect in recent financial reports, and it may accelerate in response to customer demand. AI agents are gaining market favor, showcasing economic advantages in task processing, which is beneficial for increasing product penetration rates [1] - On April 29, the healthcare sector showed strong performance, with the healthcare ETF rising by 1.04%. Two key trends are noteworthy: first, consumer healthcare benefits from policy boosts, such as the "Special Action Plan to Boost Consumption" promoting health consumption upgrades; second, the acceleration of domestic equipment substitution. The medical device bidding market is expected to significantly rebound in Q1 2025, with a year-on-year increase of 67.49%. High-end equipment like CT and ultrasound is experiencing both volume and price increases driven by domestic substitution [1] - The valuation of the pharmaceutical sector is currently low, with public fund holdings still underweight. New technologies and business models, such as "AI + healthcare" and brain-computer interfaces, are emerging, making the healthcare ETF worth attention [1] Group 2 - Important policy goals from recent meetings have strengthened the focus on corporate entities and financial markets, providing solid confidence support for the market. Investors are encouraged to consider low-entry positions in broad-based products like the CSI A500 ETF and the Shanghai Composite Index ETF. Additionally, to mitigate potential market volatility, investors may diversify into defensive assets such as cash flow ETFs [2]