Group 1 - The three major indices experienced fluctuations and upward movement, with the pharmaceutical and biotechnology sector showing significant gains, particularly the medical device sector which rose by 1.14% [1] - Notable stocks included Tianzhihang-U, which surged over 15%, and Yingke Medical, which increased by more than 10%, along with several stocks reaching their daily limit [1] - The Medical Device ETF (159873) saw a substantial increase in trading volume, with over 26 million yuan in transactions and a turnover rate of 17%, marking it as the largest among its peers [1] Group 2 - The Medical Device ETF (159873) has recorded a net inflow of 26.5 million yuan over four consecutive days, leading its category with a net inflow rate exceeding 22% [1] - The ETF tracks the CSI All-Share Healthcare Equipment and Services Index, which has a significant focus on brain-computer interface concepts, accounting for over 19% of its composition [1] - The latest scale of the Medical Device ETF (159873) reached 152 million yuan, making it the largest in its category [1] Group 3 - The Tianhong Innovative Drug ETF (517380) is the only ETF in the market tracking the Hang Seng Hong Kong-Shenzhen Innovative Drug Selected 50 Index, covering the entire industry chain from preclinical research to commercialization [2] - Recent developments include a partnership between NVIDIA and Eli Lilly, where they plan to invest 1 billion USD over five years to establish a joint research lab in the San Francisco Bay Area, aimed at accelerating AI applications in the pharmaceutical industry [2] - The AI+Healthcare market is projected to exceed 100 billion USD, with significant advantages over traditional pharmaceutical research, creating a competitive edge through a closed-loop system of algorithms, data, and clinical scenarios [2]
英伟达、礼来押注AI制药,规模最大的医疗设备ETF(159873)盘中净申购深市同标的第一,机构看好AI医疗板块享受估值溢价