Negative risks of overseas policies fall to the groundJerryyangpokerYao Ming Kant continued to rise more than 3% in early trading.Jerryyangpoker.5%! CXO concept stocks rose one after another, drug stone technology rose more than 6%, Medisi, Kanglong Kacheng rose more than 3%. In terms of ETF, the medical ETF (512170) shock rose, up 1.45% as of press time.
Minsheng Securities latest research report pointed out that the House of Representatives updated version of the biosafety bill set an 8-year exemption period, CXO plate short-term overseas policy negative risk landing. We believe that the increase in grandfather clause is conducive to the soft landing of CXO overseas supply chain risk, the sector may usher in valuation repair, superimposed global investment and financing Q1 boost and domestic innovation policy support, CXO sector performance may pick up quarter by quarter in 2024.
Public data show that the CSI component stocks tracked by Medical ETF (512170) comprehensively cover the leaders in the field of medical devices and medical services, of which the weight of medical devices is about 40%, directly benefiting from the new medical infrastructure in the post-epidemic era; medical services + medical beauty weight is about 50%, covering 10 CXO concept stocks, directly benefiting from the general trend of the era, such as the aging population, the upgrading of medical consumption and medical beauty.
What is worth paying attention to is that there has been a short-term market in the medical sector recently. Last week (May 6-10), the medical ETF (512170) weekly line received three Lianyang. The underlying index, CSM, rose 10.57 per cent in the past three weeks, significantly surpassing the performance of the Shanghai Index (2.91 per cent) and Shanghai and Shenzhen 300 (3.52 per cent) over the same period.
What needs to be reminded is that the medical and medical sector has been adjusted for a long time, and the recovery of the short-term market does not represent a complete reversal of the market. Investors who pay attention to the medical and medical sector must invest rationally according to their own financial situation and risk bearing ability. pay close attention to risk management, or can fall in batches, do not blindly copy the bottom.
The picture comes from iFinD, Shanghai and Shenzhen Stock Exchange and Warburg Fund. Risk hint: medical ETF (512170) and its linked funds passively track the CSI Medical Index. The index base date is 2004.12.31, released on October 31, 2014. The composition of the index stocks is timely adjusted according to the index compilation rules. In this paper, the index stocks are only displayed, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk grades of the fund and its linked funds assessed by the fund manager are R3-medium risk and R4-medium-high risk respectively, which are suitable for balanced (C3), active (C4) and above investors, respectively. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. Fund investment is risky, the past performance of the fund does not represent its future performance, and the performance of other funds managed by fund managers does not constitute a guarantee of fund performance, so fund investment should be cautious.
