在创新药定价逻辑跨进"赚美元"阶段之际，各大公募2026年开年火速投放医药新基金。 2026年开年仅一周，基金经理南下挖掘创新药的热度便已点燃。随着中国创新药行业逐步迈 入"赚美元"的全球化变现周期，公募基金迅速推出各类医药新品。 从ETF到主动权益产品，围绕创新药估值重构的上升逻辑也成为基金公司产品开发的引擎，公募 弹药也因此持续投向港股医药赛道。对此，多位医药明星基金经理认为，全球化商业变现，被视 为医药行业诞生超级巨头的关键特征，行业进入"赚美元"的新阶段后也将迎来新的行业估值。 开年新品密集南下布局创新药 在公募持续挖掘海外增量业绩的背景下，2026年的创新药板块正迎来"海外BD大单"向实打实业绩 转化的关键期。这一确定性趋势，直接推动了基金发行市场的"开门红"。 开年不足一周，创新药赛道便迎来了新产品发行的接力潮。基金弹药正持续涌入港股医药行业， 意图抢占这一轮业绩兑现的先机。1月7日，华宝基金发布公告，旗下华宝港股通医疗主题ETF将 于1月12日正式上市交易。该产品募集规模达3.31亿元，截至1月5日（上市前一周），股票仓位已 快速建至14.70%。根据披露，该基金首批建仓股涵盖了京东健康、晶泰控 ...

Group 1 - A-share funds have surpassed Hong Kong funds in performance rankings, driven by the strength of the computing power sector [1][2] - The top-performing A-share fund, Yongying Technology Select Mixed Fund, has achieved a return of 173.88%, significantly outperforming the best Hong Kong fund by over 15 percentage points [1][2] - The computing power sector has become a major focus for A-share funds, with many funds heavily invested in this area, leading to a notable increase in their performance [2][3] Group 2 - New Yi Sheng, a listed company, has entered the top ten holdings of public funds, significantly boosting the performance of Yongying Technology Select Mixed Fund, which is its largest shareholder [3] - Fund managers express optimism about the long-term opportunities in the technology sector, particularly in artificial intelligence and manufacturing, despite potential market fluctuations [4] - The current market is characterized by liquidity-driven trends, with a focus on technology growth, Chinese manufacturing, and new consumption as key investment areas [4]

Group 1 - CITIC Securities announced the appointment of Zhu Yong as a non-executive director and proposed his election as vice chairman, which may enhance corporate governance and market confidence [1] - Zhu Yong's background with Central Huijin Investment may strengthen the company's ties to state-owned enterprises, positively impacting the brokerage sector [1] - The personnel change reflects trends in executive mobility within the financial industry, potentially leading to a re-evaluation of financial stock valuations [1] Group 2 - Over 90% of active equity funds have achieved positive returns this year, with a notable emergence of "doubling funds" characterized by high allocations in Hong Kong stocks and a focus on the pharmaceutical sector [2][3] - The best-performing fund, Huatai-PineBridge Hong Kong Advantage Selected QDII, reported a year-to-date return of 139%, with 94.28% of its assets in Hong Kong stocks [2] - The trend indicates a strong market preference for Hong Kong stocks and the pharmaceutical sector, likely directing funds towards these areas and boosting investor confidence [3] Group 3 - Public fund institutions have collectively repurchased nearly 5 billion yuan worth of their products this year, with passive index funds being particularly favored, accounting for 20.65% of total repurchases [4] - The significant self-purchase by public funds reflects increased market confidence, especially in low-cost and transparent investment tools [4] - The high proportion of equity fund self-purchases may guide capital towards quality assets, positively influencing overall market valuation [4] Group 4 - Harbin Investment Group plans to reduce its stake in Harbin Investment Co., Ltd. by up to 1%, which may affect short-term valuation expectations among investors [5] - Although the reduction is minor, the actions of a significant shareholder like Dazheng Group could influence market sentiment [5]