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月底还有创新药ASCO大会催化!可T+0交易的港股创新药ETF(159567)跟踪指数涨3.76%,当前折价1%,买入性价比凸显
Mei Ri Jing Ji Xin Wen·2025-05-21 02:57

Group 1 - The 2025 American Society of Clinical Oncology (ASCO) annual meeting will take place from May 30 to June 3 in Chicago, which is one of the largest and most influential events in the oncology field [1] - Several innovative pharmaceutical companies are expected to disclose significant clinical and research data at the ASCO conference, potentially serving as a strong short-term catalyst for the innovative drug industry [1] - The Hong Kong innovative drug sector has seen a significant reduction in valuation, with the Hong Kong innovative drug index's price-to-earnings ratio dropping from 64 times on February 21 to 25 times on May 21, indicating a notable improvement in cost-effectiveness for investors [1] Group 2 - The Hong Kong innovative drug ETF (159567) tracks the National Securities Hong Kong Innovative Drug Index, which has a 90% weight in innovative drug companies, the highest among all medical theme indices, and is expected to benefit from trends such as AI-enabled drug development and the expansion of domestic innovative drugs [2] - The innovative drug ETF (159992) tracks an index that includes leading companies in the innovative drug industry chain, benefiting from AI advancements, the internationalization of domestic innovative drugs, and new insurance policies targeting high-priced innovative drugs [2] - Long-term support policies for the entire innovative drug industry chain have been gradually implemented since 2024, indicating a new development cycle for the pharmaceutical industry, particularly in the innovative drug sector [2]