港药再度飘红！可T+0交易的港股通创新药ETF(159570)涨2%再创新高！昨日狂揽净申购近4亿元！

Group 1 - The core viewpoint of the news highlights the strong performance of the Hong Kong Stock Connect Innovative Drug ETF (159570), which has seen significant inflows and a record scale of over 11.8 billion yuan [1][3] - The ETF's trading volume exceeded 1.6 billion yuan in a single day, with a net inflow of over 390 million yuan yesterday and an additional 145 million yuan during the day [1] - The ETF's underlying index consists of leading innovative drug companies, with significant gains observed in stocks such as Kanglong Chemical, Innovent Biologics, and WuXi AppTec [3][4] Group 2 - Innovent Biologics' dual-target PD-1/IL-2 therapy IBI363 has received approval for two clinical trials, one of which will advance to frontline treatment for lung cancer, indicating strong potential in the oncology space [3] - The recent ASCO conference showcased promising survival data for IBI363 in colorectal cancer and non-small cell lung cancer, generating positive expectations within the industry [3] - The eleventh batch of drug procurement has been initiated, emphasizing the encouragement of innovation and the establishment of transparent selection rules for drug procurement [5][6] Group 3 - The innovative drug sector is viewed as a key investment theme, with expectations for continued growth and performance in the second quarter [5] - The new procurement rules aim to protect innovative drugs by excluding them from collective procurement during the negotiation period, thereby fostering a more favorable environment for innovation [6] - The market is anticipated to experience a rotation, with undervalued assets likely to see a new round of valuation increases, particularly in the context of AI healthcare opportunities [6][7]