Group 1 - The innovative drug sector has shown a strong rebound, with the Kexin Innovative Drug ETF (589720) and the Innovative Drug ETF (517110) both rising over 2% [1] - Recent volatility in the innovative drug sector is primarily attributed to market style shifts and short-term capital flows [2] - Looking ahead, the innovative drug sector is expected to be driven by BD (business development) expectations, with the fourth quarter historically accounting for about 40% of annual BD activity [2] Group 2 - The Kexin Innovative Drug ETF (589720) focuses on innovative drug companies listed on the Sci-Tech Innovation Board, tracking a representative index of 30 high-quality companies [3] - The Guotai Innovative Drug ETF (517110) covers high-quality innovative drug companies across three regions, providing investment opportunities for interested investors [3] - The product features a 20% limit on daily price fluctuations, making it more aligned with the sector's volatility [3]
科创创新药ETF(589720)、创新药ETF(517110)均涨超2%,四季度创新药BD交易有望加速落地
Mei Ri Jing Ji Xin Wen·2025-10-16 03:56