$Boston Scientific(BSX.US) and $ANGELALIGN(06699.HK) both saw slight gains, $Merck(MRK.US) dipped slightly, and $ALI HEALTH(00241.HK) remained basically unchanged.

Medical devices are rising, while pharmaceutical companies and e-commerce healthcare platforms are falling. This divergence is becoming increasingly frequent. Device companies' revenue relies on surgical volume—it's a volume-driven business; innovative drugs rely on patent periods and pricing—it's a price-driven business. Medical insurance cost controls have always been pressing the latter.

The RSI for $Boston Scientific(BSX.US) has reached 81. It's still being bought even at this level. Is capital truly making a long-term shift "from drugs to devices," or is it just short-term risk aversion before earnings season? I lean towards a shift—the valuation gap between device companies and pharma firms has been widening unidirectionally over the past two years, unlike a one-time position adjustment.