5月16日，沪港深三市涨跌分化，汽车板块涨幅居前。截至13点15分，恒生生物科技ETF(159615.SZ)涨1.63%，信达生物涨3.30%。
上海证券指出，当前宏观环境利好港股生物科技板块：首先，中美建立经贸磋商机制有助于缓解创新药出海的政策不确定性，为行业国际化合作提供更稳定预期；其次，央行降准降息释放流动性，低利率环境利好研发投入高、资金需求大的生物科技企业估值修复，同时充沛的离岸人民币流动性有望吸引外资加仓港股成长板块；再者，政策端持续支持创新，国内药械审批提速、医保谈判常态化及港股18A制度优化，为生物科技企业提供全生命周期融资支持。恒生生物科技ETF(159615.SZ)覆盖CXO、创新药、基因治疗等前沿领域，在行业景气度回升、全球创新周期共振下，具备长期配置价值。
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