Group 1 - The market sentiment regarding US credit risk has eased, and Trump's tariff exemptions on certain products have boosted market confidence, leading to a significant rise in Hong Kong stocks, with the Hang Seng Tech Index opening up by 3.9% [1] - The Hong Kong pharmaceutical sector has rebounded, with AI medical concepts remaining active. Leading stocks include MicroPort, Crystal International, and JD Health, while the Hong Kong Medical ETF focusing on AI medical + CXO gained nearly 2% [1] - The 2025 European Society for Medical Oncology (ESMO) annual meeting commenced on October 17, showcasing multiple Chinese innovative drug data, with clinical data in PD1-PLUS bispecific antibodies and ADCs reaching international leading levels, potentially boosting opportunities for innovative drugs to enter overseas markets [1] Group 2 - Guotai Junan Securities indicated that the recent intensive business development (BD) activities have alleviated market concerns, and the logic for Chinese innovative drugs to expand overseas remains unchanged, with expectations for continued active BD transactions as the year-end approaches [1]
港股集体大涨！AI医疗持续火热，机构看好创新药新一轮出海机会
Mei Ri Jing Ji Xin Wen·2025-10-20 02:15