短期扰动不改产业趋势，医疗创新ETF(516820.SH)重挫后拉升逾2%

Core Viewpoint - The pharmaceutical sector is experiencing fluctuations, with the Medical Innovation ETF (516820.SH) showing a significant rebound after a sharp decline, indicating potential investment opportunities in innovative drugs [1] Group 1: Market Performance - The Medical Innovation ETF rose over 2% after a decline, currently down 1.69% [1] - Individual stocks showed mixed performance, with Aier Eye Hospital (300015) leading gains at 1.88%, while Hengrui Medicine (600276) led losses at 4.85% [1] - The ETF has seen continuous net inflows over the past three days, with a peak single-day net inflow of 12.87 million yuan, totaling 25.11 million yuan [1] Group 2: Investment Sentiment - According to Founder Securities, the strong mainline attribute of innovative drugs remains unchanged, with September potentially marking a new wave for innovative drugs [1] - Key factors supporting this sentiment include the clearing of mid-year reports, upcoming significant academic conferences, and strong catalysts from individual stocks [1] - The latest financing buy-in amount for the Medical Innovation ETF reached 5.53 million yuan, with a financing balance of 45.45 million yuan [1] Group 3: Global Economic Context - The expectation of interest rate cuts in the U.S. is likely to enhance global liquidity and benefit technology stocks, providing an opportunity for investors to capitalize on the rebound in core pharmaceutical assets through the Medical Innovation ETF [2]