早盘一度暴跌近8%!港股通创新药进入低吸“甜品区”,巨额资金连续7日大举加仓520880
Mei Ri Jing Ji Xin Wen·2025-09-11 02:00

Group 1 - The Hong Kong Stock Connect Innovative Drug ETF (520880) experienced a significant drop of nearly 8% on September 11, indicating strong buying interest as funds increased their positions by 98.49 million yuan during the dip, totaling nearly 280 million yuan over seven consecutive days [1] - The "purification" revision of the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index took effect on September 8, removing CXO stocks and adding 14 pure innovative drug companies, which is expected to enhance the index's performance during future innovative drug market rallies [1] - The cumulative increase of the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index reached 119.75% year-to-date as of September 5, leading among similar innovative drug indices [1] Group 2 - Future prospects for the innovative drug sector remain optimistic, with the long-term bullish trend potentially continuing as the commercial value of innovative drug assets driven by China's engineering talent has yet to be fully realized [2] - The valuation of the Hong Kong innovative drug sector is relatively low, with a high certainty of business development (BD) deals, particularly in emerging areas such as small nucleic acids and oral GLP-1, indicating strong potential for growth [2] - The ongoing high bidding and acquisition amounts in the sector suggest a robust outlook for explosive growth in the innovative drug market [2]