十多只“翻倍基”出现！有个共同点

Group 1 - The core viewpoint of the articles highlights a significant increase in the number of funds achieving over 100% net value growth in 2023, with 12 funds identified as "doubling funds" [1][2] - The "doubling funds" are primarily focused on the innovative pharmaceutical sector, particularly Hong Kong-listed pharmaceutical stocks, which have driven the substantial growth in fund values [1][3] - Compared to previous years, the current number of "doubling funds" has surpassed the total from 2019 and 2021 combined, although it remains below the peak of over 80 funds in 2020 [2][4] Group 2 - Specific funds with notable performance include Huatai-PineBridge Hong Kong Advantage Selection A, which has a year-to-date net value increase of 143.23%, and several others with growth rates exceeding 100% [3] - The common characteristic among these "doubling funds" is their heavy investment in the innovative pharmaceutical sector, with a significant portion of their top holdings concentrated in Hong Kong pharmaceutical stocks [3][6] - There are also nearly 20 equity funds with net value growth exceeding 90% this year, indicating a broader trend of strong performance in the equity market [4] Group 3 - Analysts suggest that the current focus on the innovative pharmaceutical sector is driven by various factors, including the entry of China's pharmaceutical industry into a new cycle of innovative products and favorable policies [6][7] - While there are concerns about potential bubbles in the innovative pharmaceutical sector, experts believe that the overall industry is supported by policy backing and improved original innovation capabilities [7] - The market dynamics indicate that the Hong Kong pharmaceutical sector has become a safe haven for funds amid volatility in other markets, attracting significant capital inflows [6][7]