Core Insights - The medical ETF (159865) has seen a net inflow of 9 million units, indicating strong capital interest in medical assets [1] - The "14th Five-Year Plan" emphasizes support for innovation in medical devices, aiming to make high-end medical equipment a growth driver for the economy [1] - The demand in niche areas such as emergency equipment and in-vitro diagnostics is expected to be released [1] - The innovative pharmaceuticals and medical devices sector is identified as the most promising growth area within the healthcare sector, with current adjustments primarily influenced by market sentiment [1] - As third-quarter reports are being disclosed, earnings certainty is becoming a key focus in the short term [1] - It is recommended to leverage policy benefits and industrial upgrade paths to seize opportunities in innovation-driven enterprises [1] - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical and pharmaceutical retail sectors from the Shanghai and Shenzhen markets [1] - The index primarily covers areas such as medical devices, medical services, and medical R&D outsourcing, reflecting the overall performance of related listed companies [1] - The constituent stocks of the index tend to be small to mid-cap, characterized by high growth potential and volatility [1]

根据wind数据，医疗ETF（159865）实时盘中净流入900万份，资金抢筹医疗资产。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 中泰证券指出，政策层面，"十五五"规划明确提出支持医疗器械创新发展，推动高端医疗装备成为经济 增长点，急救设备、体外诊断等细分领域需求有望释放。行业基本面来看，创新药械仍是医药板块中成 长性最明确的方向，当前调整主要受资金情绪影响。随着三季报密集披露，业绩确定性成为短期关注重 点，建议结合政策红利与产业升级路径，把握创新驱动型企业的布局机会。 医疗ETF（159828）跟踪的是中证医疗指数（399989），该指数从沪深市场中选取医药卫生和药品零售 行业的上市公司证券作为指数样本，主要覆盖医疗器械、医疗服务及医疗研发外包等领域，以反映医疗 主题相关上市公司证券的整体表现。该指数成分股偏向中小市值，具有 ...