24%“脑机接口”含量！医疗器械指数ETF（159898）盘中上涨1.77%，连续三日逆势吸金

Core Viewpoint - The medical device sector, particularly the brain-computer interface (BCI) segment, is experiencing significant growth driven by technological advancements and increased funding, with the medical device index ETF (159898) showing strong performance and inflows [1][3]. Group 1: Market Performance - The medical device index ETF (159898) saw a 1.77% increase, with key stocks like Kefu Medical and Shuoshi Bio rising over 11% [1]. - The ETF has recorded over 56 million yuan in net subscriptions over the past three trading days, indicating strong investor interest [1]. - The BCI concept constitutes approximately 24% of the ETF's underlying index [1][4]. Group 2: Industry Drivers - The influx of capital into the medical device index ETF is attributed to expectations surrounding Neuralink's mass production and technological breakthroughs in the BCI field [3]. - A recent financing round of about 2 billion yuan for a "unicorn" company in the BCI sector positions it as the second-largest financing globally, following Neuralink [3]. - The global BCI market is projected to grow to approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034 [3]. Group 3: Sector Outlook - The medical device industry is at a pivotal point, with expectations of rapid growth driven by innovation and policy support [4]. - Specific innovative products and supportive policies are seen as key factors that could drive the upward trend in the medical device sector [4]. - The ETF tracks the CSI All-Share Medical Device Index, which includes segments such as medical equipment, consumables, and in vitro diagnostics, with a significant focus on BCI [4].