医药赛道迅速蹿红主题基金迎上报高峰

Core Viewpoint - The innovative pharmaceutical sector has shown significant recovery this year, becoming a popular investment area, with a peak in the number of new pharmaceutical-themed funds being reported in the second quarter of 2023 [1][2]. Fund Reporting Peak - Approximately 30 pharmaceutical-themed funds were reported in the second quarter of 2023, matching the total number of such funds expected to be established in 2024 [2]. - Fund companies are focusing on both index products and actively managed products, with several new ETFs and mixed funds being launched [2][3]. Investment Sentiment and Valuation - The investment sentiment in the innovative pharmaceutical sector is increasing, with many institutional investors showing strong interest [3]. - There are discussions regarding the valuation of the innovative pharmaceutical sector, with some experts suggesting that while current valuations are not low, they have not yet reached a bubble stage [4]. Market Dynamics and Future Outlook - The demand for pharmaceuticals is expected to rise due to an aging population, and the international standing of Chinese innovative pharmaceutical companies is improving [3]. - The innovative pharmaceutical sector is seen as a long-term investment opportunity, with expectations of increased business development and improved financial performance in the coming years [4]. Investment Strategy - Different fund companies are adopting varied strategies for participating in this investment opportunity, with a focus on active management potentially yielding higher returns in specialized sectors like innovative pharmaceuticals [5]. - The choice between passive and active products depends on the specific investment goals and the capabilities of fund managers [5].