疫苗ETF（159643）涨超1.1%，科技属性强化或成医药新动能

Group 1 - The vaccine ETF (159643) rose over 1.1%, indicating a strengthening of its technological attributes, which may become a new driving force in the pharmaceutical sector [1] - 2025 is projected to be a landmark year for Chinese innovative drugs going global, with total outbound licensing transaction amounts reaching $135.655 billion, including upfront payments of $7 billion and a record 157 transactions [1] - The innovative drug sector is expected to create a new valuation anchor, with an anticipated index increase of 35.31% in 2025 [1] Group 2 - Breakthroughs in small nucleic acid drugs have been achieved, with GSK's Bepirovirsen completing Phase III studies for chronic hepatitis B, potentially becoming the first functional cure [1] - Domestic companies such as Yuyuan Pharmaceutical and Reborn Biotech have made progress in liver-targeted and thrombosis treatment areas [1] - The development of oral immunomodulatory drugs is accelerating, with Takeda's TYK2 inhibitor zasocitinib showing superior results in Phase III studies for psoriasis compared to placebo [1] Group 3 - Brain-computer interface technology is entering the industrialization phase, with Neuralink's devices set for mass production and increased domestic policy support [1] - The ZAP-X radiation therapy device presents breakthroughs in brain tumor treatment, revealing a potential market worth billions in China [1] - The commercialization of AI in healthcare is advancing, with pathology fee reforms incorporating AI-assisted diagnostics into pricing structures [1]