创新药市场有望迎来新的增长点，恒生医疗指数ETF(159557)近1月新增规模居可比基金首位

Group 1 - The core viewpoint of the article highlights the significant growth and low valuation of the Hang Seng Medical Index ETF, indicating a potential investment opportunity in the healthcare sector [3] - The Hang Seng Medical Index ETF experienced a turnover of 5.22% during the trading session, with a transaction volume of 13.05 million yuan, and a scale increase of 38.30 million yuan over the past month [3] - The ETF's shares increased by 5 million over the past two weeks, reflecting strong demand [3] Group 2 - The current price-to-earnings ratio (PE-TTM) of the Hang Seng Medical Index is 24.24, which is in the 5.09% percentile over the past year, indicating that the valuation is lower than 94.91% of the time in the last year, suggesting a historical low [3] - As of May 7, 2025, the top ten weighted stocks in the Hang Seng Medical Index include WuXi AppTec, BeiGene, Innovent Biologics, and others, collectively accounting for 56.7% of the index [3] - According to Xinda Securities, the innovative drug sector is expected to show high investment value in the second quarter of 2025 due to positive industry dynamics and policy support, including expected outcomes from medical insurance negotiations and the recovery of the hospital market [3]