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ETF盘中资讯|“吃药”行情火热,药ETF(562050)、医疗ETF(512170)盘中冲击2%!创新药反攻,CXO龙头股集体走强
Sou Hu Cai Jing·2025-08-13 05:56

Group 1 - The A-share market is experiencing a surge in the pharmaceutical sector, particularly in innovative drugs, with HaiSiKe reaching its daily limit and DiZhe Pharmaceutical rising over 8% [1] - The National Healthcare Security Administration has announced the preliminary review of 121 innovative drugs for inclusion in the commercial insurance innovative drug directory, including high-priced CAR-T cancer drugs [1] - The pharmaceutical ETF (562050) has seen a 2% increase, reflecting strong market interest in the sector [1] Group 2 - The healthcare sector is showing positive momentum, driven by CXO companies, with the largest medical ETF (512170) rising by 1.9% and significant gains in stocks like ZhaoYan Pharmaceutical and WuXi AppTec [2] - Recent capital inflows into the medical ETF indicate a recovery trend, with over 360 million yuan attracted in three out of the last four trading days [2] - A new action plan from the Zhejiang Provincial Health Commission aims to accelerate the development of "AI + healthcare," focusing on creating multimodal medical models and intelligent healthcare systems [4] Group 3 - Analysts are optimistic about the pharmaceutical sector, particularly innovative drugs and medical devices, suggesting that leading pharmaceutical companies are poised for value reassessment [4] - The unique pharmaceutical ETF (562050) focuses on the top 50 pharmaceutical companies, with 60% of its holdings in innovative drugs, while the largest medical ETF (512170) emphasizes medical devices and services [4]