ETF盘中资讯|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
Sou Hu Cai Jing·2026-01-26 03:53

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] - The largest medical ETF in the market (512170) declined by more than 1.6%, losing its half-year line, with real-time transactions exceeding 600 million yuan [1] - Despite the overall decline, the medical ETF (512170) showed high-frequency premiums in the market, indicating active buying interest, with a weekly increase in positions exceeding 813 million yuan [1] Group 2 - CITIC Securities recently published a weekly review of the pharmaceutical industry, indicating that policy impacts will eventually clear, and companies will gradually recover after strategic adjustments, with the medical device sector undergoing dual recovery in valuation and performance [3] - The report suggests increasing allocation to the medical device sector by 2026, with major investment opportunities arising from performance recovery, overseas expansion, brain-computer interfaces, and AI medical technologies, potentially leading to multi-bagger stocks in a tech bull market [3] - The CXO sector is experiencing rapid growth due to advancements in ADC and peptide drugs, with increasing demand for related CXO services, and segments like small nucleic acids and CGT are expected to develop quickly [3] Group 3 - The largest medical ETF (512170) has a fund size of 26.8 billion yuan, making it the largest in the market among medical ETFs [3] - The medical ETF and its linked fund (012323) cover 12 AI medical and brain-computer interface concept stocks, with over 50% weight in medical devices and nearly 25% in CXO [3] - For those interested in Hong Kong stock medical opportunities, the Hong Kong Stock Connect Medical ETF (159137) focuses on medical innovation, gathering core leaders in various pharmaceutical fields, including medical devices, AI medical, CXO, and innovative drugs [3]