W113市场观察：医疗板块涨幅居前，医美指数领涨主题

Market Performance - The healthcare and energy sectors showed significant gains, with the healthcare sector outperforming the industry benchmark by 1.48%[10] - The medical beauty index led the thematic gains with a weekly return of 3.98%[33] Investment Trends - Fund holdings outperformed northbound holdings, indicating a strong institutional profit effect[4] - Market rotation speed remains high across styles and sectors, suggesting active trading conditions[4] Style and Sector Analysis - Large-cap and low-valuation stocks are currently favored, with value and quality dividend stocks showing strong performance[10] - The healthcare sector's leading stocks demonstrated an excess return of 2.39% compared to the overall A-share market[26] Thematic Highlights - The themes of medical beauty and carbon neutrality are among the top performers, with the carbon neutrality index achieving a weekly return of 1.64%[33] - The overall market sentiment reflects a preference for sectors aligned with sustainability and health[10]