脑机接口突破激活创新药！港股创新药精选ETF(520690)溢价冲高5%，百亿配售潮验证“资金换时间”逻辑

Group 1 - The Hong Kong stock market saw all three major indices rise collectively, with gains exceeding 1.1%, indicating a shift from net selling to net buying by southbound funds [1] - The Hang Seng Index rose by 0.63%, surpassing the 25,000-point mark, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 0.68% and 0.56%, respectively [1] - Biopharmaceutical stocks, which had recently experienced a downturn, rebounded, with companies like Innovent Biologics, WuXi Biologics, and China Biologic Products leading the innovative drug sector [1] Group 2 - The Hong Kong Innovative Drug Selected ETF (520690) saw a peak increase of over 5% during trading, with a transaction volume exceeding 200 million yuan and a turnover rate above 60%, indicating strong buying interest [1] - Most constituent stocks of the ETF experienced gains, with WuXi Biologics rising over 7%, and other companies like CSPC Pharmaceutical, Innovent Biologics, and Green Leaf Pharmaceutical also seeing increases of over 6% [1] - Several innovative drug companies in Hong Kong have recently initiated placement financing, with total fundraising ranging from hundreds of millions to over 2 billion Hong Kong dollars, primarily aimed at research and development, clinical trials, and commercialization [1] Group 3 - A team in China completed the world's first clinical trial using brain-computer interfaces for precise tumor boundary localization during surgery, enhancing surgical quality and preserving healthy brain tissue [2] - The recent wave of placements reflects the capital market's core demand for "funding sustainability" among innovative drug companies, with leading firms consolidating their R&D and internationalization efforts [2] - The integration of brain-computer interfaces and AI is increasing attention on medical AI, improving surgical navigation and operational efficiency in pre- and post-operative processes [2] Group 4 - The Hong Kong Innovative Drug Selected ETF (520690) tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Selected Index, utilizing natural language processing (NLP) to analyze annual reports and patent texts [3] - The ETF systematically excludes CXO (contract research organizations) and "pseudo-innovation" entities, ensuring that all constituent stocks are directly involved in innovative drug R&D and commercialization [3]