Group 1 - The Hong Kong pharmaceutical outsourcing sector is experiencing a strong performance, with the Hang Seng Medical Index ETF (159557) rising by 1.11% and a turnover rate exceeding 5%, indicating active trading [1] - Notable stocks within the ETF include WuXi AppTec and WuXi Biologics, both increasing by nearly 9%, along with other companies like MicroPort Medical and WuXi PharmaTech also showing gains [1] - The upcoming 2025 American Society of Clinical Oncology (ASCO) annual meeting, scheduled from May 30 to June 3 in Chicago, is expected to showcase significant advancements in cancer treatment and clinical practice innovations [1] Group 2 - AI is demonstrating significant value across various medical scenarios, including medical imaging analysis, precision medicine, drug development, and gene sequencing [2] - The pharmaceutical sector in the A-share market is currently at historical lows in terms of stock prices, valuations, and fund holdings, indicating potential for improvement as the fundamentals are nearing a clearing phase [2] - Recent favorable policies in the pharmaceutical sector are expected to lead to a gradual recovery, particularly in the hospital market, which has been impacted by previous anti-corruption measures and centralized procurement [2]
恒生医疗指数ETF(159557)涨超1%,药明系集体大涨,机构:医药医疗板块有望迎来修复