医药板块速评（2024.06.26）

1、 $SPDR S&P Biotech ETF(XBI)$ 成分股调整较大，后续有哪些影响？

2、 $SpringWorks Therapeutics, Inc.(SWTX)$ 被$葛兰素史克(GSK)$ 拒绝合作，是否有配置机会？

3、 $耐克(NKE)$ 、$铀矿ETF-Global X(URA)、 $Opendoor Technologies Inc(OPEN)$ 、$安森美半导体(ON)、 $Lucid Group Inc(LCID)$ 、$Cerence(CRNC)期权大量成交，后续走势如何看？

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