恒生医疗指数ETF(159557)盘中涨近4%，冲击3连涨！机构：持续看好创新药出海

Group 1 - The Hang Seng Medical Index ETF has shown active trading with a turnover of 14.61% and a transaction volume of 40.57 million yuan, indicating a vibrant market activity [3] - Over the past two weeks, the Hang Seng Medical Index ETF has experienced a significant growth in scale, increasing by 4.21 million yuan, ranking in the top third among comparable funds [3] - The current price-to-earnings ratio (PE-TTM) of the Hang Seng Medical Healthcare Index is 27.7 times, which is at a historical low, being below 91.86% of the time over the past three years [3] Group 2 - The top ten weighted stocks in the Hang Seng Medical Healthcare Index account for 57.95% of the index, with notable companies including Innovent Biologics, BeiGene, and WuXi Biologics [3] - Recent government policies aim to enhance and improve public health services, including adjustments to the basic medical insurance drug list and the introduction of innovative drug lists for commercial health insurance [3] - Industry experts anticipate that the medical innovation sector is entering a harvest period, with a clear trend of performance and valuation recovery expected in the second half of the year [3] Group 3 - Yangtze Securities highlights that favorable domestic policies are emerging to encourage high-quality innovation, which may drive rapid growth in corporate performance [4] - The valuation levels of domestic innovative drugs are low, with some products showing potential to be the best in their class globally, suggesting a positive outlook for international market expansion [4] - Investors without stock accounts can access investment opportunities in the Hong Kong medical sector through the Hang Seng Medical Index ETF linked fund (018433) [4]