ETF盘中资讯|创新药深度回调，可以上车吗？高人气520880跌逾3%，溢价高企，近4日吸金6.7亿元

Core Viewpoint - The Hong Kong Stock Exchange's innovative drug ETF (520880) has experienced a significant price drop of 3.38%, despite strong buying interest indicated by a premium rate of 0.46% [1][2]. Group 1: ETF Performance - The innovative drug ETF (520880) has seen a net inflow of 673 million yuan over the past four days, bringing its total size to 974 million yuan, a 124% increase since its launch on July 7 [1][2]. - The ETF is the first to passively track the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, which focuses on the innovative drug industry chain with a high concentration of leading companies [4]. Group 2: Index Performance - The Hang Seng Hong Kong Stock Connect Innovative Drug Select Index has risen by 101.58% year-to-date as of July 31, significantly outperforming the Hang Seng Index (23.50%) and the Hang Seng Tech Index (22.05%) by 78.08 and 79.53 percentage points, respectively [6][7]. - The index has shown a historical performance of -22.72% in 2021, -16.48% in 2022, -19.76% in 2023, and -14.16% in 2024 [7]. Group 3: Market Outlook - Analysts believe that the innovative drug sector is poised for growth due to a shift in policy attitudes and improvements in procurement rules, alongside a maturation of research pipelines that are beginning to yield results [8]. - The Chinese innovative drug sector is expected to benefit from supportive measures aimed at high-quality development, with a focus on innovation, internationalization, and marketing reforms as key strategies for the second half of the year [8].