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20cm速递|创业板医药ETF国泰(159377)涨超1.4%,政策利好或提振细分领域

Group 1 - The recent adjustment in the pharmaceutical and biotechnology sector has been noted, with the medical device sub-sector performing relatively well [1] - A joint implementation opinion has been released by seven departments including the Ministry of Industry and Information Technology and the National Health Commission, aimed at promoting innovation and development in the brain-computer interface industry [1] - The brain-computer interface is identified as a cutting-edge technology at the intersection of life sciences and information sciences, with ongoing innovations and rapid industry growth expected to lead to disruptive breakthroughs [1] Group 2 - The opinion outlines goals for the brain-computer interface industry, including breakthroughs in key technologies by 2027 and significant improvements in innovation capabilities by 2030, aiming to cultivate 2 to 3 globally influential leading enterprises [1] - Under policy guidance, the potential of the industry is expected to accelerate, with the implementation of practical applications likely to speed up [1] - The price-to-earnings (PE) ratio for the medical device sector is currently at 33.29 times, which is at the historical median level [1] Group 3 - The Guotai medical ETF (159377) tracks the Chuangyi Medical Index (399275), which can experience daily fluctuations of up to 20% [1] - This index selects listed companies from the entrepreneurial board market involved in biomedicine, chemical pharmaceuticals, and medical services, focusing on companies with high R&D investment and competitive market positions [1] - The index aims to reflect the overall performance of China's pharmaceutical and health industry innovation development [1]