鑫闻界｜年内已有4只基金净值翻倍，都重仓了哪些股票？

Group 1 - The core theme of the news is the significant performance of innovative drug funds, with many funds achieving substantial growth due to the booming innovative drug market, particularly in Hong Kong [2][5][6] - As of July 21, four funds have doubled in value this year, with growth rates of 133.72%, 119.66%, 106.37%, and 105.43% respectively, all benefiting from the innovative drug trend [3][6] - The Hang Seng Healthcare Index has increased by over 70% this year, highlighting the strong performance of the innovative drug sector [2][6] Group 2 - The performance of innovative drug funds has led to significant growth in fund sizes, with some funds experiencing increases of over 30 times in net value [4] - The innovative drug theme is characterized by strong policy support, accelerated business development (BD) overseas, and rapid progress in research and commercialization [8][9] - Institutions are optimistic about the continuation of the innovative drug market's growth, with projections indicating a substantial increase in China's share of global innovative drug BD transactions [9][10] Group 3 - The innovative drug sector is expected to continue thriving, driven by overseas licensing and domestic sales expansion, with a focus on companies with strong clinical data and product commercialization [10] - The current landscape of innovative drugs is seen as a necessary evolution, with companies that possess technological strength and can consistently create clinical value likely to succeed [10]