进入配置窗口期!高溢价频现,港股通创新药ETF(520880)磨底行情获资金坚定加仓
Mei Ri Jing Ji Xin Wen·2025-12-08 06:01

Group 1 - The core viewpoint of the articles highlights that the innovation drug sector is experiencing a correction, with over 17% decline since early September, presenting a potential mid to long-term investment opportunity in core assets of innovation drugs [1] - The recent release of the first version of the "Medical Insurance + Commercial Insurance Dual Directory" by the National Healthcare Security Administration is expected to boost investment enthusiasm in innovation drugs [1] - Analysts from CITIC Securities predict that innovation drugs are likely to be a major upward trend in the cross-year market, supported by the industry's transition into a phase of "innovation realization + global layout" [1] Group 2 - The Hong Kong Stock Connect Innovation Drug ETF (520880) is highlighted as a key investment vehicle, with over 70% of its portfolio invested in leading innovation drug companies, indicating strong buying sentiment [1][2] - The Hang Seng Hong Kong Stock Connect Innovation Drug Select Index is noted for its three unique advantages: it is purely focused on innovation drugs, has a high concentration of leading companies, and offers better risk control by reducing the weight of less liquid stocks [2]

进入配置窗口期!高溢价频现,港股通创新药ETF(520880)磨底行情获资金坚定加仓 - Reportify