创金合信基金毛丁丁：创新药板块值得长期看好

Core Viewpoint - The innovative drug sector is experiencing rapid development driven by policy support, patent breakthroughs, and an improving ecosystem, making it a long-term investment opportunity [1] Group 1: Industry Trends - The innovative drug industry is increasingly integrated into the global pharmaceutical supply chain, with Chinese companies playing a significant role in drug research and development [1][3] - The market share of Chinese innovative drug companies is growing, indicating a positive long-term outlook for the sector [1][3] Group 2: Investment Strategy - The investment approach combines top-down and bottom-up strategies, focusing on high-quality companies with positive fundamental trends to achieve better returns [2] - A balanced allocation strategy is employed to mitigate risks associated with individual sectors or stocks, along with strict adherence to stop-loss rules [2] Group 3: Technological Advancements - The continuous development of AI technology is enhancing efficiency in basic research and optimizing drug design and clinical trial processes [3] - AI is being utilized by innovative drug companies to screen and advance drug development, with some products already entering clinical validation stages [3] - Significant breakthroughs are anticipated in drug design and development, particularly for cancer and autoimmune diseases, as well as advancements in gene therapy for metabolic diseases [3]