创新药ETF国泰（517110）涨超1.0%，短期关注流感用药与长期创新主线并重

Group 1 - The core viewpoint of the article highlights the rising flu activity in both northern and southern provinces, primarily driven by the H3N2 strain, with ILI% reported at 7.8% in southern provinces and 8.6% in northern provinces, exceeding levels from the previous week and the same period in 2022 and 2024 [1] - Short-term recommendations include focusing on flu vaccines, antiviral medications, respiratory testing, and related terminal markets, while long-term strategies suggest returning to innovation themes, investing in high-end medical devices, CXO, upstream life sciences, and innovative pharmaceuticals [1] - The chemical pharmaceutical sector showed strong performance this week, with a return of 4.19% [1] Group 2 - The announcement of the U.S. Medicare negotiation results revealed that 15 major drugs will see price reductions of up to 85%, expected to save $12 billion by 2027 [1] - The Guotai Innovation Drug ETF (517110) tracks the SHS Innovation Drug Index (931409), which includes securities of companies involved in the research and production of chemical and biological drugs, focusing on high-growth and R&D-driven innovative pharmaceutical industries [1] - The index constituents span the Shanghai, Shenzhen, and Hong Kong markets, aiming to reflect the overall performance of listed companies related to innovative drugs [1]