At the recent GTC AI conference, it was mentioned that healthcare and life sciences will be key areas for AI development in the future. Domestically, with years of technological accumulation by domestic enterprises, innovative products are emerging endlessly, and the technological content of products is continuously improving. Leading enterprises in niche areas often possess typical "new quality productivity" characteristics. With the joint catalysis of domestic and international efforts, AI+ healthcare may be an important development direction in the medical and health field this year, and the related industrial chain is expected to usher in opportunities.

Guosen Securities stated that the pharmaceutical industry is currently experiencing low growth, low profitability, low valuation, and low trading attention, and is entering a medium-to-long-term value range. Two types of enterprises may be worth paying attention to: one is innovative drug and innovative medical device companies, and the second is companies with international capabilities and potential.

The Medical Device Index ETF (159898) tracks the CSI All-World Medical Device Index, which primarily covers medical device, medical consumables, in vitro diagnostics, medical aesthetics, and other medical subsectors, representing the trend of the A-share medical device sector. As of March 22, 2024, the index has gained 994% since its base date, equivalent to an annualized return of 13.66%.