Market Performance - The Hong Kong Stock Connect innovative drug ETF managed by E Fund (159316) experienced a strong rebound today, rising by 3.3% with a trading volume increasing to 500 million [1] Core Drivers - Liquidity expectations have improved as the U.S. December non-farm payroll data fell short of expectations, leading to heightened market anticipation for a Federal Reserve interest rate cut, with the CME "FedWatch" indicating a 40.7% probability of a rate cut in March [2] Industry Updates - Research and Development Progress: Innovent Biologics' anti-CTLA-4 monoclonal antibody "Daboshu" has been approved for market launch as the first domestic drug of its kind [2] - Business Development Activity: GSK has entered into a collaboration with AstraZeneca worth over $2 billion, setting a record for domestic clinical-stage small molecule anti-cancer drug collaborations. The total transaction amount for outbound licensing in 2025 is projected to reach $135.655 billion [2]
降息预期强化助推创新药板块，港股通创新药ETF易方达(159316)放量上涨
Sou Hu Cai Jing·2026-01-07 06:02