尼帕病毒疫情重返印度，疫苗ETF（159643）昨日净流入超5000万元

Core Insights - The Nipah virus has resurfaced in India, particularly in West Bengal, with 5 confirmed cases and around 100 individuals under home quarantine. This news has led to a rapid increase in the A-share market for flu and virus prevention sectors [1] - The vaccine ETF (159643) saw a net inflow of over 50 million yuan yesterday, indicating strong investor interest in vaccine-related investments [1] Industry Analysis - East Wu Securities highlights that the therapeutic cancer vaccine sector is entering a breakthrough development window, shifting the industry towards efficient and personalized immunotherapy [1] - mRNA vaccines possess three core competitive advantages over traditional technologies: rapid production capabilities and low costs, enhanced safety through non-integration with host genomes, and high flexibility in antigen design for personalized treatment [1] Investment Vehicle - The vaccine ETF (159643) tracks the vaccine biotechnology index (980015), which selects listed companies involved in vaccine research, production, and related services from the Shanghai and Shenzhen markets, reflecting the overall performance of the vaccine industry chain [1]