Group 1 - The Hong Kong pharmaceutical sector is under pressure, with the Hong Kong pharmaceutical ETF (159718.SZ) experiencing a decline of 1.18% despite a net subscription of 9 million in half a day [1] - Among the constituent stocks, CSPC Pharmaceutical (01093) led the gains with an increase of 3.93%, while Hutchison China MediTech (00013) fell sharply by 15.42% after its earnings report [1] - Hutchison China MediTech reported a revenue of $2.777 billion for H1 2025, a decrease of 9%, with oncology product revenue down by 22% to $0.99 billion [1] Group 2 - The Hong Kong pharmaceutical ETF focuses on 18 A-share biotech companies, including BeiGene, WuXi Biologics, CSPC Pharmaceutical, and 3SBio, benefiting from global innovation drug development [2] - The combination of policy benefits, overseas expansion, and profit realization is driving the revaluation of Hong Kong pharmaceutical stocks [2] - Weak U.S. economic and employment data may accelerate the Federal Reserve's interest rate cuts, enhancing global liquidity and benefiting technology stocks, suggesting a focus on the Hong Kong pharmaceutical ETF (159718.SZ) and its linked funds [2]
港股医药ETF (159718.SZ)承压，获资金积极布局
Xin Lang Cai Jing·2025-08-08 05:50