急速反转涨逾3%！“吃药行情”或重启，港股通创新药ETF（520880）量价齐升份额创新高

Group 1 - The Hong Kong innovative drug sector is experiencing a rebound after a two-month pullback, with the Hong Kong Stock Connect Innovative Drug ETF (520880) rising over 3% and quickly surpassing the 20-day moving average [1] - Significant capital has been flowing into the Hong Kong innovative drug sector, with the fund size of the Hong Kong Stock Connect Innovative Drug ETF (520880) exceeding 2 billion yuan for the first time on November 3, marking a 392% increase since its launch on July 7 [1] - The fund manager of the Hong Kong Stock Connect Innovative Drug ETF (520880) indicated that the innovative drug market may be on the verge of a rally, suggesting that the current period may be a high-probability zone for investment [1] Group 2 - Huafu Securities believes that the focus of the innovative drug market is shifting from broad valuation recovery to the ability of companies to deliver on their fundamentals, with companies that have excellent clinical data, strong commercialization capabilities, and successful international expansion potential likely to emerge as future winners [2] - The Hong Kong Stock Connect Innovative Drug ETF (520880) and its linked fund (025221) passively track the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, which exclusively invests in innovative drug R&D companies, with over 70% of its holdings in large-cap innovative drug leaders [2] - As of the end of September, the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index has shown a year-to-date increase of 108.14%, outperforming other innovative drug indices [2]