The AI drug discovery ETF extended its recent rally, with ChinaAMC Hang Seng Biotech (03069) climbing 3.58% to HK$16.8 as of press time, while ChinaAMC Innovative Drugs (03525) rose 2.95% to HK$10.48.

Among constituent stocks, Genscript Biotech (01548) surged 8.84% to HK$45.06, Hengrui Pharma (01276) gained 7.32% to HK$48.94, and CSPC Pharma (01093) advanced 6.28% to HK$10.07.

On the news front, the AI drug discovery sector is experiencing heightened enthusiasm, with AI4S accelerating from "computing power and models" toward commercialization in the biopharmaceutical industry. Red Queen Bio, a biotech startup backed by OpenAI, plans to officially launch human trials for antibody drugs next year.

Previously, Anthropic entered into a deep strategic partnership with multinational pharmaceutical giant Novo Nordisk on September 16, embedding Claude and its specialized scientific computing model Claude Science across the core pipeline of drug discovery and development. On the same day, Genscript reached a collaboration with Eli Lilly's AI drug discovery platform.

Public information shows that ChinaAMC Hang Seng Biotech (03069) focuses on the Hong Kong biotechnology industry chain, with a relatively large allocation to life sciences tools and services companies. The ETF covers core leaders including Innovent Biologics, BeiGene, WuXi Biologics, Akeso, WuXi AppTec, and Genscript Biotech.

Additionally, ChinaAMC Innovative Drugs (03525) focuses on R&D-driven innovative drug leaders. The ETF tracks the FTSE ETF Connect Innovative Drugs Index, with target weights of 65% for the Hong Kong market and 35% for developed markets, covering 30 Hong Kong Stock Connect eligible securities and 70 developed market securities, excluding traditional Chinese medicine and outsourcing service providers, with weights adjusted by R&D intensity.