逆转翻红涨超1.8%!港股创新药精选ETF(520690)连续4日资金逆市流入,创新药又香了?

格隆汇
Aug 13

回调多日的港股创新药板块今日强势绿转红,恒生医疗ETF(513060)、港股创新药精选ETF(520690)分别涨1.63%、1.88%。 消息面上,8月12日国家医保局公示通过商保创新药目录初步形式审查的121款创新药,包括多款PD-1、5款国内获批CAR-T、司美格鲁肽片等慢病/中枢神经系统领域新品。业内认为,医保局公示意味着这些“明星品种”有望进入商保创新药目录,提升支付可及性,增强商业化预期;叠加MNC全年剩余BD资金充足(约350亿美元)、对中国资产认可度提升(辉瑞、艾伯维等重点关注减肥药和双抗管线),为板块中长期增长注入信心。 创新药板块年内涨幅已大,如恒生医疗ETF(513060)年内涨幅超75%,部分资金落袋导致板块短线波动,资金选择趁回调加大布局力度,截止昨日,连续4日回调的港股创新药精选ETF(520690)连续4日迎来资金净流入。往后看创新药板块板块仍有多个催化值得期待,包括学术会议(ESMO/WCLC)、多个BD兑现、医保谈判、商保创新药目录等,可以关注: 恒生医疗ETF(513060):跟踪恒生医疗保健指数,一键覆盖港股医疗保健(制药/器械/服务)核心资产,适合作为港股医药的底仓配置,最新规模73.29亿元,位居同标的产品断层第一。 港股创新药精选ETF(520690):紧密跟踪恒生港股通创新药精选指数,聚焦港股创新药龙头与高研发属性标的,适合进攻性获取创新药板块β。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10