Xin Lang Ji Jin·2025-09-01 06:41Group 1 - The core viewpoint highlights a significant upward trend in the medical sector, with major players like WuXi AppTec and United Imaging Healthcare experiencing substantial gains of over 7% and 6% respectively, alongside a notable increase in trading volume for the largest medical ETF in A-shares [1][3] - The medical ETF (512170) has shown a year-to-date increase of over 20%, indicating a strong recovery in the medical sector, yet it remains approximately 60% below its historical peak from 2021, suggesting considerable potential for further gains [3][4] - The current price-to-earnings (PE) ratio for the medical ETF's underlying index is around 36 times, which is still lower than 60% of the time over the past decade, indicating a favorable cost-performance ratio for investors [3][4] Group 2 - The ongoing bull market trend in A-shares presents an opportunity for low-valuation sectors like healthcare to experience a rebound, making it a focal point for investors [4][6] - The medical sector, particularly the medical ETF (512170) and its linked fund (012323), is emphasized as a key investment tool, focusing on medical devices (52%) and medical services (40%), which are closely related to AI healthcare [6][7] - The pharmaceutical sector is also highlighted, with a recommendation to consider the only pharmaceutical ETF (562050) and its linked fund (024986), which focuses on the top 50 pharmaceutical companies in A-shares, emphasizing innovative drugs (60%) while excluding medical and CXO sectors [7]