6只“翻倍基”，都是这类主题ETF

Group 1 - The core viewpoint is that the innovative drug-themed ETFs have shown remarkable performance, with six ETFs increasing over 100% this year, all belonging to the innovative drug sector [1][4]. - The top-performing ETFs on July 29 include various innovative drug-themed ETFs, with the Hong Kong Stock Connect Innovative Drug ETF rising by 5.06%, marking it as the largest gainer of the day [4][6]. - The innovative drug sector is expected to experience a "Davis Double Play" due to supportive policies, international breakthroughs, improved R&D efficiency, and continuous capital inflow, indicating a shift from defensive to offensive investment strategies [4][5]. Group 2 - On July 29, ten ETFs had transaction volumes exceeding 10 billion yuan, with the Hong Kong Stock Connect Innovative Drug ETF and the Hong Kong Securities ETF being particularly active [3][9]. - The Hong Kong Innovative Drug ETF has seen significant growth, with its scale reaching 10.31 billion yuan and a year-to-date increase of over 750% [5]. - The bond ETFs have also attracted substantial inflows, with the South China Science and Technology Bond ETF leading with a net inflow of 25.56 billion yuan on the previous trading day [11][12]. Group 3 - The largest drop in ETFs on July 29 was observed in the 180 Governance ETF, which fell by 2.71%, alongside several other cross-border and bank-themed ETFs [2][8]. - The trading activity indicates a strong market liquidity, with the average daily transaction volume for the Hong Kong Innovative Drug ETF exceeding 11 billion yuan in July [5]. - The overall market sentiment remains positive, with expectations for indices to continue reaching new highs in the second half of the year, supported by domestic policies and liquidity [13].