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相关投资大会利好AI+医药,创新药领域再受催化!港股创新药ETF(159567)强势大涨,实时成交额超过11.2亿元,五日涨幅超6.56%。
Mei Ri Jing Ji Xin Wen·2025-03-28 07:01

Group 1 - The core viewpoint of the news highlights the strong performance of the Hong Kong innovative drug sector, with the National Index for Hong Kong Innovative Drugs showing a peak increase of 4.15% on March 28, indicating robust market optimism [1] - The Silver Hua Hong Kong Innovative Drug ETF (159567) also performed well, with an intraday increase of 4.79%, reflecting strong investor interest in the innovative drug sector [1] - Key component stocks such as Lepu Biopharma-B, Zai Lab, and CStone Pharmaceuticals saw significant increases, with gains of 13.19%, 11.35%, and 10.01% respectively, showcasing the sector's growth potential [1] Group 2 - The Beijing government held the "Invest in Beijing" conference, focusing on major industry clusters including new-generation information technology and healthcare, announcing a total of 215 investment projects with a total investment amount of 954.5 billion yuan [1] - The conference also introduced the Beijing High-Precision Industry Fund, which aims to support high-tech industries with direct financial support of approximately 12 billion yuan and additional investment decisions of 17 billion yuan [1] Group 3 - The 43rd JPMorgan Healthcare Conference in San Francisco attracted nearly 30 Chinese innovative drug companies, indicating a promising outlook for the pharmaceutical industry in 2025 with potential for new drug pipelines and CXO project collaborations [2] - The AI healthcare sector is gaining momentum, with companies integrating AI large model technologies to enhance clinical applications and optimize performance, suggesting a significant digital transformation in the pharmaceutical industry [2] Group 4 - The Hong Kong Innovative Drug ETF (159567) closely tracks the National Index for Hong Kong Innovative Drugs, with a recent two-week cumulative increase of 9.50%, ranking in the top half among comparable funds [3] - The ETF's latest scale reached 559 million yuan, marking a one-year high, with a total inflow of 43.49 million yuan over the past 19 trading days [3] - The ETF's price-to-earnings ratio (PE-TTM) stands at 28.2, indicating it is at a historical low compared to the past year, suggesting potential undervaluation [3]