Group 1 - The core viewpoint of the articles highlights the performance of various indices related to the Hong Kong stock market, with the China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index rising by 4.0% [1] - The Hang Seng Hong Kong Stock Connect New Economy Index increased by 0.5%, while the China Securities Hong Kong Stock Connect Internet Index and the Hang Seng Technology Index decreased by 0.2% and 0.4% respectively [1] - According to Guangfa Securities, the rise of China's innovative drugs from a global perspective is catalyzed by the overseas expansion of BD, leading to a revaluation of new drug value [1] Group 2 - The Hang Seng New Economy ETF tracks the Hang Seng Hong Kong Stock Connect New Economy Index, which consists of the 50 largest stocks in the "new economy" sector within the Hong Kong Stock Connect range [2] - The rolling price-to-earnings ratio of the Hang Seng New Economy Index is 23.6 times, with a valuation percentile of 47.4% since its inception in 2018 [2] - The Hang Seng Technology ETF tracks the Hang Seng Technology Index, which includes the 30 largest stocks related to technology, with a rolling price-to-earnings ratio of 21.6 times and a valuation percentile of 20.5% since its launch in 2020 [2] Group 3 - The China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index consists of 50 highly liquid and large-cap stocks in the healthcare sector, with a weight of over 90% in the industry [3] - This index has a rolling price-to-earnings ratio of 32.5 times and a valuation percentile of 50.0% since its inception in 2017 [3] - The China Securities Hong Kong Stock Connect Consumer Theme Index is composed of 50 large-cap consumer stocks, with nearly 60% in discretionary consumption, and has a rolling price-to-earnings ratio of 21.0 times and a valuation percentile of 17.1% since its launch in 2020 [3]
指数大涨近4%,港股通医药ETF(513200)等助力布局港股医药龙头
Mei Ri Jing Ji Xin Wen·2025-07-29 12:21