医药板块速评（2024.06.27）

1、云计算板块大涨，哪些公司有配置机会？ $北美软件ETF-iShares(IGV)$

2、 $Elevation Oncology, Inc.(ELEV)$ 大幅回调，是否有抄底机会？

3、 $Faraday Future(FFIE)$ 、 $Unity Software Inc.(U)$ 、 $Shopify Inc(SHOP)$ 、$迈威尔科技(MRVL)、$爱奇艺(IQ)、$安森美半导体(ON)期权大量成交，后续走势如何看？

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