上天天基金APP搜索【777】注册即可 领500元券包，优选创新药基金10元起投！限量发 放！先到先得！ 近日，前期强势上涨的创新药板块有所调整。从资金端来看，在经过短暂的获利了结后，近日资金重新 凝聚共识，借道ETF逆势进场。据统计，自7月底创新药板块剧烈波动以来，创新药主题ETF净申购额 合计已超百亿元。 创新药板块后续将如何演绎，备受市场关注。多名基金经理表示，创新药产业趋势长期向好，但后续板 块将有所分化，基本面优质的公司投资价值依然明显。 资金涌入创新药主题ETF 7月底以来，创新药板块波动加剧。从资金流向看，在创新药板块波动时，大量资金借道ETF入市，资 金逢低进场意图明显。 具体而言，7月1日至29日，创新药板块持续上涨，据Choice测算，其间创新药主题ETF净申购额并不 多，合计9.09亿元。但从7月30日创新药板块开始调整以来，大量资金入场，截至8月11日，创新药主题 ETF净申购额合计达100.09亿元。 其中，广发中证香港创新药ETF净申购额为28.94亿元，汇添富国证港股通创新药ETF净申购额为24.78 亿元，银华国证港股通创新药ETF、华宝恒生港股通创新药精选ETF、景顺长城中证 ...

具体而言，7月1日至29日，创新药板块持续上涨，据Choice测算，其间创新药主题ETF净申购额并不多，合计9.09亿元。但从7月30日创新药板块开始调整 以来，大量资金入场，截至8月11日，创新药主题ETF净申购额合计达100.09亿元。 其中，广发中证香港创新药ETF净申购额为28.94亿元，汇添富国证港股通创新药ETF净申购额为24.78亿元，银华国证港股通创新药ETF、华宝恒生港股通 创新药精选ETF、景顺长城中证港股通创新药ETF等净申购额都超过6亿元。 随着资金涌入，部分创新药主题ETF份额创上市以来新高。具体来看，截至8月11日，汇添富国证港股通创新药ETF份额为72.47亿份，景顺长城中证港股 通创新药ETF份额为11.83亿份，均创新高。 近日，前期强势上涨的创新药板块有所调整。从资金端来看，在经过短暂的获利了结后，近日资金重新凝聚共识，借道ETF逆势进场。据统计，自7月底 创新药板块剧烈波动以来，创新药主题ETF净申购额合计已超百亿元。 创新药板块后续将如何演绎，备受市场关注。多名基金经理表示，创新药产业趋势长期向好，但后续板块将有所分化，基本面优质的公司投资价值依然明 显。 资金涌入创新 ...

Group 1 - The innovative drug sector has seen a significant recovery this year, becoming a popular investment area in the secondary market, with public funds reporting a peak in pharmaceutical-themed fund applications in the second quarter, totaling around 30 products, comparable to the total number for the entire year of 2024 [1][2] - Public funds heavily invested in innovative drug stocks have achieved returns exceeding 80% this year, leading to substantial inflows into related thematic index funds, such as the Huatai-PineBridge ETF, which saw net inflows of over 4.4 billion yuan, increasing its scale from 653 million yuan to 6.489 billion yuan [2] - The investment sentiment in the innovative drug sector is rising, with many institutional investors showing strong interest, and the approval speed for pharmaceutical-themed funds is accelerating to meet market demand [4][5] Group 2 - The innovative drug sector's valuation is under discussion, with some experts suggesting that while the current valuation is not low, it has not yet reached a bubble stage, indicating potential for further increases as more drug pipelines advance to late-stage clinical trials [4][5][6] - The investment opportunities in the innovative drug sector are seen as a result of ten years of research and development, with expectations for significant business development contributions and improved financial reports in the coming years [7] - Different fund companies are adopting varied strategies for product layout, with a focus on active management products in the innovative drug sector, which may offer better opportunities for excess returns compared to passive products [8]