“沸腾”！又有两只，暴涨100%！

Core Viewpoint - The article highlights the emergence of two additional "doubling funds" in the innovative drug sector, bringing the total to four funds that have achieved over 100% growth in net asset value year-to-date, driven by a strong performance in the innovative drug market [2][4]. Group 1: Fund Performance - As of July 17, 2023, the net asset value growth rates for the newly added funds are 103.61% for China Universal Hong Kong Stock Connect Medicine A and 102.12% for Yongying Medicine Innovation Selection A, marking them as the third and fourth "doubling funds" of the year [4]. - Previously, two funds, Huatai PineBridge Hong Kong Advantage Selection A and Great Wall Medicine Industry Selection A, had already achieved over 100% growth, with respective growth rates of 120.87% and 115.1% [5]. - The performance of these funds is primarily focused on the innovative drug industry, with a significant concentration on Hong Kong stocks [5]. Group 2: Market Trends - The innovative drug sector has seen a strong rally, with the A-share innovative drug index rising over 3% on July 17, 2023, and nearly 20 related stocks hitting the daily limit or rising over 10% [4]. - The overall market for funds focused on innovative drugs has been robust, with 20 funds reporting over 80% growth year-to-date, indicating a strong trend in this sector [7]. Group 3: Future Outlook - Fund managers express optimism about the innovative drug sector's mid-term outlook, emphasizing the importance of entering the large European and American pharmaceutical markets for Chinese innovative drug companies [2][8]. - Key investment opportunities in the innovative drug sector include overseas licensing trends and domestic sales growth, which will be influenced by quarterly reports and negotiations with medical insurance and commercial insurance [8][9].