TCE技术赛道爆发，创新药受关注，疫苗板块盘中上行，疫苗ETF（159643）涨超1%

Group 1 - The TCE technology sector is experiencing a significant breakthrough, particularly in the treatment of autoimmune diseases, with CD3T cell connectors showing notable therapeutic potential [1][2] - TCE drugs offer advantages such as precise targeting of pathological cells, reduced toxicity through controlled CD3 co-stimulation signals, and engineered adjustments to prolong efficacy [1] - The global interest in TCE technology has surged in 2024, with total transaction amounts reaching approximately $4.3 billion, indicating a rising trend in high-value TCE deals among biotech companies [2] Group 2 - Notable transactions include Merck's acquisition of Tongrun Biotech's CD3/CD19 bispecific antibody product for $1.3 billion, and AbbVie’s agreement with IGITherapeutics for exclusive rights to ISB2001, involving a $700 million upfront payment [2] - The vaccine ETF (code: 159643) tracks the vaccine biotech index (code: 980015), reflecting the overall performance of listed companies involved in vaccine research and production [2] - Investors without stock accounts can consider the linked ETFs, such as Guotai Guozheng Vaccine and Biotechnology ETF [2]