Group 1: Industry Overview - The pharmaceutical investment sector is experiencing a significant resurgence, driven by factors such as aging population, policy support, technological advancements, accelerated globalization, and capital focus [1] - The Wind data indicates that as of August 6, 2025, the Wind Pharmaceutical Index has increased by over 46% since the beginning of the year, while the Hang Seng Hong Kong Stock Connect Innovative Drug Index has surged by 107% [1] Group 2: Investment Opportunities - The investment team at Great Wall Fund emphasizes the potential of innovative drug stocks, despite a short-term market correction due to various factors including U.S.-China trade tensions and an upcoming earnings window [2] - AI medical-related sectors are seen as having untapped potential, with optimism regarding domestic AI applications despite recent underperformance compared to innovative drugs [3] - The focus on individual stocks within the innovative drug sector should be on those with strong fundamentals, as some stocks may exhibit bubble-like valuations following rapid price increases [4]
长城基金医药投资团队：创新药个股更重视基本面，AI医疗标的仍值得挖掘
Xin Lang Ji Jin·2025-08-12 07:11