金融界4月22日消息,周二港股集体低开,盘面上,创新药概念股涨幅居前,黄金及贵金属股普涨,截至9:50,港股创新药50ETF(513780)涨3.14%。
热门个股方面,诺诚健华、乐普生物-B涨超10%,先声制药、亚盛医药-B等涨超8%,荣昌生物、远大医药等涨超7%,再鼎医药等跟涨。
消息面上,在医药创新赛道上,近一周包括诺诚健华、远大医药在内多家药企纷纷传来好消息,多款创新药的临床试验取得了关键进展,为全球患者带来了新的希望,也为医药行业的发展注入了强大动力。
国金证券认为,医药板块同时具备良好的抗风险能力和成长进攻能力,创新药板块实际地缘政治风险很低,血制品、器械和仪器存在国产替代机会,左侧板块一季报后反转在即,建议关注。贯穿全年持续建议关注创新药和仿创药主线,此外短期关税波动建议关注血制品和科学仪器设备国产替代。
港股创新药50ETF(513780)跟踪中证港股通创新药指数,从港股通范围内选取业务涉及创新药研发以及为制药企业提供药物研究、开发和⽣产等服务的股票。前十大成分股累计权重超69%,包含百济神州、药明生物、信达生物等A股稀缺优质标的。没有股票账户的投资者还可以通过港股创新药50ETF(513780)联接基金(A类:023597 C类:023598) 布局板块投资机遇。
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