“吃药”行情回归，港股通创新药ETF（520880）逆转涨超1%！半年线支撑有力，A股最大医疗ETF放量反弹1.66%

Core Viewpoint - The A+H pharmaceutical assets have shown a significant rebound, with major ETFs in the sector experiencing gains of over 1% on November 10, indicating a positive market sentiment towards the healthcare and pharmaceutical sectors [1][2][4]. Group 1: ETF Performance - The largest medical ETF in A-shares (512170) rose by 1.66%, closing at its intraday high with a trading volume of 504 million yuan, and has seen a net subscription of approximately 480 million yuan over the past week [2][4]. - The only drug ETF (562050) increased by 1.43%, with a trading volume of 12.47 million yuan, successfully surpassing the 5-day and 10-day moving averages [2][4]. - The Hong Kong Stock Connect innovative drug ETF (520880) gained 1.28%, with a trading volume of 351 million yuan, and 33 out of the 37 covered innovative drug companies saw their stocks rise [6][7]. Group 2: Market Dynamics - The A-share pharmaceutical sector is on an upward trend, with significant gains from key stocks such as Ji'an Medical and Aier Eye Hospital, among others [2][4]. - The recent adjustments in the Hong Kong Stock Connect innovative drug ETF were attributed to a decline in sentiment and profit-taking, but the underlying fundamentals remain strong [9]. - Analysts expect investment sentiment in the sector to stabilize with the increase of industry catalysts, including academic conferences and favorable policies [9]. Group 3: Investment Recommendations - Future investments in the pharmaceutical sector should focus on the clinical value and needs of patients, particularly in the innovative drug industry and related sectors [9]. - The Hong Kong Stock Connect innovative drug ETF (520880) is recommended for long-term investment, with a balanced allocation suggested between innovative drugs and underperforming sectors like medical devices and services [9][10]. - The medical ETF (512170) is noted for its significant scale of 25.6 billion yuan, making it the largest in the market, while the drug ETF (562050) is recognized as the only ETF tracking the pharmaceutical index [11].