Group 1 - The core viewpoint of the article highlights the significant rise in the pharmaceutical and biotechnology sector, driven by both policy support and strong performance from leading CXO companies [1] - Recent policies, including measures to support the high-quality development of innovative drugs and notifications regarding centralized procurement of drugs, are expected to have a substantial impact on the pharmaceutical and medical device sectors [1] - The CXO sector has shown a recovery trend, with major companies reporting good performance, indicating a potential turning point for the sector's earnings [1] Group 2 - The Guotai Innovative Drug ETF (517110) has seen an increase of over 1.77%, reflecting market attention on the dual drivers of policy and performance [1] - The SHS Innovative Drug Index (931409), which the Guotai ETF tracks, selects listed companies involved in innovative drug research and related businesses, focusing on R&D investment and innovation capabilities [1] - Investors without stock accounts can consider the Guotai CSI Hong Kong-Shenzhen Innovative Drug Industry ETFs (014118 and 014117) as alternative investment options [2]
创新药ETF国泰（517110）涨超1.7%，政策与业绩双驱动逻辑获市场关注
Sou Hu Cai Jing·2025-08-13 02:36