Core Viewpoint - The Hong Kong innovative drug sector continues its strong performance, with the Hang Seng Hong Kong Stock Connect Innovative Drug Index rising over 2%, indicating a bullish trend in the market [1] Industry Dynamics - Research Development: Innovent Biologics has received approval for its CTLA-4 monoclonal antibody "Daboshu" as the first domestically approved CTLA-4 inhibitor, filling a gap in the domestic dual immune new adjuvant therapy field [1] - Business Development: Ginkgo Bioworks has established a collaboration with AstraZeneca worth over $2 billion, setting a record for domestic clinical-stage small molecule anti-cancer drug collaborations [1] Market Activity - The Hong Kong Stock Connect Innovative Drug ETF managed by E Fund (159316) saw a significant increase in trading volume, exceeding 600 million yuan, indicating heightened investor interest [1] - The market's expectations for a potential interest rate cut by the Federal Reserve have increased, with the probability of a rate cut in March 2026 rising to over 40%, which may positively impact the Hong Kong innovative drug sector [1]
降息预期强化助推创新药板块，港股通创新药ETF易方达（159316）成交放量
Mei Ri Jing Ji Xin Wen·2026-01-07 06:37