On November 12, the market bottomed out and rebounded, with the Shanghai Composite Index experiencing a slight decline. In the market, the healthcare sector continued to strengthen. The Medical Device ETF (562600) closed up 0.76%, attracting over ten million in single-day inflows and recording net capital inflows for 12 consecutive trading days. Its latest scale reached 294 million yuan, hitting a record high.

"AI + Healthcare" has hit the "accelerator." Recently, five government departments jointly issued the "Implementation Opinions on Promoting and Regulating the Application Development of 'Artificial Intelligence + Healthcare'," systematically planning the application scenarios and development paths of AI in the healthcare sector. It specifically outlined clear directions for primary-level assisted diagnosis and treatment, chronic disease management throughout the entire process, and regional collaborative healthcare.

Zhongtai Securities pointed out that the domestic medical device industry is in a rapid development phase. Short-term factors such as medical insurance cost control and international dynamics may cause negative disruptions in the medical device sector. However, in the long term, the industry remains optimistic about innovation-driven import substitution and global development. At this point in time, it is expected that multiple negative impacts are being fully released, and the medical device sector has entered an inflection point range. The pace of inflection points may vary across different segments, warranting continued close attention.

The long-term investment logic of the medical device sector is clear, and the Medical Device ETF (562600) may help you achieve one-click allocation. The ETF tracks the CSI Total Return Medical Device Index, which carefully selects 100 representative listed company securities covering core healthcare areas such as medical devices, healthcare services, and healthcare informatization as samples. This effectively captures structural growth opportunities in细分赛道. Off-exchange users can also choose ChinaAMC CSI Total Return Medical Device ETF Connect A (021250) and ChinaAMC CSI Total Return Medical Device ETF Connect C (021251) for convenient allocation.