Group 1 - The Hong Kong stock market opened high and saw fluctuations, with the Hang Seng Technology Index and Hang Seng Index both rising over 1%, while the innovative drug concept experienced a volatile increase [1] - The Hang Seng Medical Index ETF (159557) rose by 0.10% with active trading, and several constituent stocks such as Micron Brain Science and Meizhong Jiahe saw significant gains of over 12% and 10% respectively [1] - Bristol-Myers Squibb announced a licensing agreement with BioNTech for the next-generation cancer drug BNT327, with milestone payments potentially reaching up to $11.1 billion, marking BioNTech as the latest international pharmaceutical company to tap into China's innovative drug sector [1] Group 2 - According to Cinda Securities, innovative drugs will remain the main focus of pharmaceutical investments, as China’s innovative drug sector transitions from quantity and speed to quality and innovation, supported by increasing policy backing [2] - Short-term factors affecting overall risk appetite are noted, with a gradual return to performance focus in the market, suggesting tracking companies with commercialized large varieties or those in the CXO and upstream life sciences sectors [2] - The report recommends gradually positioning in domestic demand recovery and self-sufficiency lines as key areas of focus for the next phase [2]
恒生医疗指数ETF（159557）飘红，微创脑科学涨超12%，机构：创新药仍将是医药投资的主线