刚刚，亚太股市走低！A50跳水

Market Overview - The Asia-Pacific stock market opened lower, with the Hang Seng Index dropping over 1%, and the Hang Seng Tech Index falling more than 2% [1] - The Nikkei 225 index also experienced a decline of over 1%, while the Korea Composite Stock Price Index initially rose but later adjusted, narrowing its gains [1] - The FTSE China A50 futures opened down 0.6%, with a current decline of 2% [1] Innovative Drug Sector - Innovative drug stocks in Hong Kong collectively weakened, with notable declines such as Kangfang Biotech down nearly 10% and Sihuan Pharmaceutical down over 10% [3][4] - Market analysts suggest that innovative drugs have become "reverse assets," with concerns over short-term trading correction risks due to accumulated profit-taking [3][4] - Guosheng Securities maintains a positive outlook on the innovative drug sector, citing solid underlying logic and clear industry trends, predicting significant future potential [5] - Recent overseas licensing deals and the ASCO conference have catalyzed strength in domestic and Hang Seng innovative drug stocks [5] Real Estate Sector - The real estate sector saw widespread declines, with New World Development dropping over 10% and other major players like R&F Properties and Sunac China also experiencing significant losses [6][7] - CITIC Securities forecasts a transformative period for the Chinese real estate industry in the second half of 2025, emphasizing the need for innovative business models to succeed [8] New Consumption Sector - In contrast to the declines in other sectors, new consumption stocks attracted investor interest, with Pop Mart rising over 2% and nearing previous historical highs [9][10] - Pop Mart's recent initiatives, including a partnership with the One Foundation to promote children's mental health and art education, have contributed to its positive market perception [11][12]