医疗ETF（159828）盘中净流入近1亿份，资金于回调之际抢筹医药板块

Group 1 - The core viewpoint of the article highlights a significant inflow of capital into the medical sector, with a real-time net inflow of 97 million units into the medical ETF (159865), indicating strong investor interest in medical assets [1] - Everbright Securities points out that the Federal Reserve has initiated a rate-cutting cycle, which is favorable for the pharmaceutical and biotechnology sectors, particularly for innovative drugs and devices. The macroeconomic environment is expected to return to a loose state, further enhancing the valuation premium of innovative assets as the Fed cuts rates again [1] - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical device and service sectors from the Chinese A-share market to reflect the overall performance of medical-themed listed companies. The index's constituent stocks are primarily concentrated in the pharmaceutical and biotechnology sectors, with a small representation from the computer and beauty care industries, exhibiting characteristics of small and mid-cap stocks [1]