截至2025年5月13日 10:24，中证港股通创新药指数(931250)强势上涨1.53%，成分股荣昌生物(09995)上 涨6.01%，百济神州(06160)上涨5.01%，博安生物(06955)上涨3.17%，信达生物(01801)，药明合联 (02268)等个股跟涨。港股创新药50ETF(513780)早盘高开涨近3%，现涨1.63%。 流动性方面，港股创新药50ETF盘中换手20.57%，成交1.02亿元，市场交投活跃。规模方面，港股创新 药50ETF近3月规模增长3.85亿元，实现显著增长，规模位居可比基金第一。份额方面，港股创新药 50ETF近1月份额增长7100.00万份，新增份额位居可比基金第一。 国泰海通证券表示，医药板块相对于全部A股的溢价水平目前处于正常水平。截至2025年5月9日，医药 板块相对于全部A股的溢价水平目前处于正常水平，当前相对溢价率79.18%。随着制药龙头恒瑞医药在 港股上市节奏持续推进，境内外投资者对国内制药产业的关注度有望进一步提升，有望持续催化创新药 行情，建议关注景气度向上的港股创新药。 资金流入方面，拉长时间看，港股创新药50ETF近18个交易日内，合计"吸 ...

Core Viewpoint - The Hong Kong stock market is gradually stabilizing and rebounding as the impact of tariffs diminishes, with significant gains in major indices, particularly in technology and consumer sectors [1][2]. Group 1: Market Performance - As of April 23, the Hang Seng Technology Index rose by 2.84%, the Hang Seng Index by 2.11%, and the Hang Seng China Enterprises Index by 1.83% [1]. - Since March 20, the Hong Kong stock market has experienced continuous adjustments, but has begun to recover due to interventions from state-owned enterprises [2]. Group 2: Investment Opportunities - The Hong Kong stock market is seeing a growing proportion of technology and new consumer companies, which are expected to account for 54.5% of the total market capitalization by the end of 2024 [2]. - ETFs focusing on technology, consumption, and innovative pharmaceuticals are becoming popular among investors, providing efficient access to these sectors [1][3]. Group 3: Specific ETF Products - The Hong Kong Technology 50 ETF (513980) targets large-cap technology leaders with high R&D investment and revenue growth, including companies like Meituan and Tencent [2]. - The Hang Seng Consumption ETF (513970) focuses on essential and discretionary consumer goods, excluding alcohol and internet platforms, aiming to capture opportunities in consumer recovery [3]. - The Hong Kong Innovative Drug 50 ETF (513780) tracks leading companies in the innovative pharmaceutical sector, which is relatively scarce compared to the A-share market [3].