刚刚，全市场规模最大医疗ETF（512170）再失半年线，场内频现溢价，“抄底”资金单周爆买逾8亿元

Group 1 - The A-share medical sector weakened on January 26, with AI medical and brain-computer interface concepts leading the decline, as Meien Health dropped by 6% and Weining Health and Sanbo Brain Science fell over 5% [1][6] - The largest medical ETF in the market (512170) fell by more than 1.6%, losing its half-year line, with real-time transactions exceeding 600 million yuan [1][6] - Notably, the medical ETF (512170) showed high-frequency premiums in the market, indicating active low-buying funds, with a weekly increase of over 813 million yuan [1][6] Group 2 - CITIC Securities recently published a weekly review of the pharmaceutical industry, indicating that policy impacts will eventually clear, and corporate strategic adjustments will lead to gradual recovery, particularly in the medical device sector, which is undergoing dual recovery in valuation and performance [3][8] - The report suggests increasing allocation to the medical device sector by 2026, with main investment opportunities arising from performance recovery, overseas expansion, brain-computer interfaces, and AI medical technologies, potentially leading to multi-fold stock growth in a tech bull market [3][8] - The CXO sector is experiencing rapid growth due to advancements in ADC and peptide drugs, with increasing demand in related fields such as small nucleic acids and CGT, indicating long-term growth potential [3][8] Group 3 - The medical ETF (512170) has a fund size of 26.8 billion yuan, making it the largest among medical ETFs in the market [3][8] - The ETF covers over 50% weight in medical devices and nearly 25% in CXO, including 12 AI medical and brain-computer interface concept stocks [3][8] - For those interested in Hong Kong stock medical opportunities, the Hong Kong Stock Connect Medical ETF (159137) is highlighted as a high-elasticity T+0 tool, focusing on medical innovation and gathering core leaders in various medical fields [3][8]