--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43178822.md" description: "$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." datetime: "2026-08-04T10:08:34.000Z" locales: - [en](https://longbridge.com/en/topics/43178822.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43178822.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43178822.md) author: "[稳稳的幸福](https://longbridge.com/en/profiles/26835020.md)" generator: "portal-rs" --- # $Boston Scientific(BSX.US) and $ANGELALIGN(06699.H… ### Related Stocks - [BSX.US](https://longbridge.com/en/quote/BSX.US.md) - [06699.HK](https://longbridge.com/en/quote/06699.HK.md) - [MRK.US](https://longbridge.com/en/quote/MRK.US.md) - [00241.HK](https://longbridge.com/en/quote/00241.HK.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**