回调或由获利了结导致 10月8日，国庆假期最后一天，港股遭遇回调。具体来看，截至收盘，恒生指数、恒生科技指数双双下跌0.48%、0.55%。若 拉长时间至10月以来，港股市场则呈现先扬后抑态势，恒生指数突破年内新高后连续回调。回顾年内，在港股走势表现亮 眼的背景下，多只港股主题基金业绩突出，最高已赚155%。有业内人士指出，未来港股仍有向上空间，科技板块仍将是市 场关注的焦点，板块或呈现"波动上行、龙头领跑"的格局。港股主题基金未来仍具备较好的投资机会，特别是聚焦新经济、 科技和创新产业的基金。 就具体产品看，截至9月末，汇添富香港优势精选混合C类份额和A类份额的前三季度收益率分别达155.14%和155.09%，排 名全市场基金收益第三、四名。同期，中银港股通医药混合发起A/C的收益率也达126.55%、125.48%，排名居前。 值得关注的是，在港股细分板块中，创新药行情的"狂飙"备受关注。仅从市场多只指数基金跟踪的中证港股通创新药指数来 看，据中证指数官网，截至9月30日，该指数年内涨幅已达118.52%。 这一背景下，多家公募旗下的港股创新药ETF或相关被动指数基金的前三季度收益也均翻倍，包括万家中证 ...

Core Viewpoint - The appointment of Zhao Lei as a co-manager for the China Europe Medical Health Fund signifies a trend towards multi-manager collaboration in the pharmaceutical fund sector, enhancing management capabilities and investment strategies [2][4][6]. Group 1: Fund Management Changes - Zhao Lei has been appointed as a co-manager alongside Ge Lan for the China Europe Medical Health Mixed Fund, while Ge Lan will continue to manage other products independently [2][4]. - Zhao Lei has over 8 years of experience in the pharmaceutical and biotechnology sector and has held various research roles before joining China Europe Fund in 2021 [4]. - As of the end of Q1 this year, Ge Lan managed three funds with a total scale of 404.47 billion yuan, with the China Europe Medical Health Fund achieving a net value growth rate of 8.30% in the first half of the year, outperforming the CSI Pharmaceutical Index by 6.03% [4]. Group 2: Performance Metrics - The China Europe Medical Innovation Fund, also managed by Ge Lan, reported a 32.25% growth in the last six months, with an excess return of 26.8% compared to its benchmark, ranking in the top 4% of its category [5]. - Over the past year, the same fund achieved a growth of 51.63%, with a 37.17% excess return relative to its benchmark, maintaining a top 4% ranking [5]. - The China Europe Index products, including the China Europe CSI Hong Kong Stock Connect Innovative Drug Index, have also shown strong performance, with a 50.94% increase in the last six months, ranking in the top 1% of its category [5]. Group 3: Industry Trends - The trend of multi-manager collaboration is becoming a significant transformation direction in the public fund industry, with 666 products undergoing co-management appointments in the first half of the year [7]. - This collaborative model allows for better utilization of each manager's strengths, enhancing the risk-return profile of the investment portfolio [7]. - Regulatory bodies are promoting a shift towards team-based management structures, emphasizing the importance of building robust research capabilities and moving away from reliance on star fund managers [8]. Group 4: Company Strategy - China Europe Fund is focused on strengthening its research team and investment capabilities, with an average financial industry experience of 14 years among its active equity fund managers [8]. - The company aims to create a stable, expert research team that covers 39 niche areas through in-depth research, supporting its investment strategies [8].