Group 1 - The military industry stocks continued their strong performance, with several stocks hitting the daily limit up, making the military sector the top performer among 31 primary industries in the past week [1] - Multiple military-themed ETFs have shown leading market performance, with several ETFs holding military concept stocks rising over 10% in the last five trading days, including military leader ETF, high-end equipment ETF, and national defense ETF [1][2] - Recent market analysis indicates that the military industry is experiencing a recovery in trading volume and market sentiment, with a focus on long-term expectations rather than short-term realizations, particularly in military trade and commercial aerospace sectors [3] Group 2 - The Hong Kong innovative drug concept has seen a pullback, with several ETFs dropping over 4% on May 12, following a significant rise earlier in the year, where some ETFs gained over 30% [2] - The market capitalization of BeiGene, a key player in the innovative drug sector, has surpassed that of the previously leading pharmaceutical company, Hengrui Medicine, with BeiGene experiencing a decline of 8.97% [2] - Recent comments from former President Trump regarding potential drug price reductions have added to the volatility in the innovative drug sector [2]
军工概念持续“狂飙”,多只ETF五日涨幅突破10%
Sou Hu Cai Jing·2025-05-12 11:58