美联储如期降息，助推港股创新药板块交投活跃！恒生创新药ETF（520500）近3个交易日累计获1.65亿元资金加仓

Core Viewpoint - The Federal Reserve's decision to cut interest rates by 25 basis points has positively impacted market sentiment, particularly in the Hong Kong stock market, leading to increased trading activity in the Hang Seng Innovative Drug ETF (520500) [1][4] Group 1: Market Response - Following the Fed's rate cut, the Hong Kong stock market opened higher, with the Hang Seng Innovative Drug ETF (520500) recording a trading volume of 407 million yuan by 11:25 AM [1][4] - The innovative drug sector has received multiple positive developments, including the release of the first commercial insurance innovative drug directory and the launch of the Chinese drug price registration system, which are expected to boost the sector [1][4] Group 2: Regulatory Support - The head of the National Medical Products Administration emphasized the importance of supporting pharmaceutical companies in innovation and the optimization of regulatory policies to facilitate high-quality development in the pharmaceutical industry [2][5] - The market's confidence in the long-term development of the innovative drug sector is expected to strengthen, leading to increased investments in the Hang Seng Innovative Drug ETF (520500), which saw a total inflow of 165 million yuan over three trading days [2][5] Group 3: ETF Performance - The Hang Seng Innovative Drug ETF (520500) has reached a historical high in terms of shares, totaling 1.209 billion shares and a scale of 2.022 billion yuan as of December 10, 2025 [2][5] - The ETF tracks an index that includes companies involved in innovative drug research, development, and production, focusing on firms with strong R&D capabilities [2][5] Group 4: Investment Opportunity - Since September 2025, the Hong Kong innovative drug sector has experienced a noticeable pullback, but the combination of policy support and liquidity easing is expected to create new development opportunities [2][5] - The Hang Seng Innovative Drug ETF (520500) is positioned as an efficient tool for investors looking to capitalize on opportunities in the Hong Kong innovative drug sector due to its large scale and favorable liquidity [2][5]