Group 1 - The Hong Kong stock market opened lower, but the innovative drug concept showed signs of recovery, with the Hang Seng Biotechnology ETF (159615) rising by 2.14% and a turnover rate exceeding 47%, with a transaction value over 138 million [1] - Year-to-date, the Hang Seng Biotechnology ETF has increased by over 58% [1] - Notable individual stocks include China National Pharmaceutical Group rising over 15%, Zai Lab increasing over 9%, and Green Leaf Pharmaceutical up over 8% [1] Group 2 - A recent policy document from the Central Committee of the Communist Party of China and the State Council emphasizes the implementation of a strong healthcare foundation, improving the basic medical insurance drug list adjustment mechanism, and developing a commercial health insurance innovative drug list [1] - Dongwu Securities highlights the increasing competitiveness of domestic innovative drugs in the global market, with growing confidence from international investors, indicating a significant transition from "catching up" to "leading" in the sector [1] - Southwest Securities reports that over 830 hospitals have completed the localization deployment of DeepSeek-R1, promoting digital and intelligent transformation in hospitals, with applications in monitoring medical quality, optimizing resource allocation, assisting diagnosis, and ensuring data security [1] Group 3 - The comprehensive open-source and multi-domain adaptability of the domestic AI model DeepSeek-R1 marks a new phase in the integration of technology and industry restructuring in AI healthcare, presenting accelerated development and investment opportunities in the AI healthcare sector [1] - Investors optimistic about the innovative drug sector can consider the Hang Seng Biotechnology ETF (159615) and its linked QDII products (A: 018078; C: 018979) for investment opportunities [1]