抛开美伊和高油价，未来哪些行业能保持独立高景气？

Group 1: Future Industries with High Prosperity - The article emphasizes the importance of identifying industries that can maintain independent high prosperity despite geopolitical tensions and rising oil prices, suggesting that these sectors will have advantageous positioning in investment portfolios [1] - Current focus areas include optical communication and AI-related sectors, which are expected to remain prosperous, although they are somewhat linked to the fluctuations caused by the Middle East conflict [1] - Recommendations include investing in energy storage chains (inverters/lithium battery chains) and domestic AIDC chains, particularly those related to ByteDance, as they are on an upward trend and less affected by oil price changes [1] Group 2: Basic Medicine Directory Update - The National Health Commission and other departments are set to revise the National Essential Medicine Directory, with updates expected every three years, marking a shift towards a more predictable and regular update process [2] - The revision aims to promote both traditional Chinese medicine and chemical drugs equally, ensuring that pediatric medicines are included, which opens up opportunities for pediatric traditional Chinese medicine [2] - The implementation of the "986" policy, which mandates specific ratios for essential medicine distribution in public hospitals, is expected to be more strictly enforced, facilitating the penetration and volume growth of newly included products in various medical institutions [2] Group 3: Pharmaceutical Sector Insights - The pharmaceutical and biotechnology sectors are highlighted for their defensive characteristics, making them attractive for investment in the current external environment [3] - The article notes that segments within traditional Chinese medicine with strong performance and good chip structure are likely to exhibit significant elasticity [3] - The domestic demand-driven policy direction may lead to a turning point for companies related to pharmaceutical domestic demand [3]