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Accelerating recovery? In March, domestic Innovative Drugs investment and financing increased by about 50% year-on-year, and the Hong Kong Stock pharmaceutical Sector collectively surged.
① In March, domestic investment and financing for Innovative Drugs increased by approximately fifty percent year-on-year, how significant is the Bullish impact? ② The Hong Kong stock market's pharmaceutical Sector rose collectively, which stocks are attracting market attention?
Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.
① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?
Earnings Preview: JOINN to Report Financial Results on April 28
Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.
As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.
Hong Kong stocks fluctuated | Pharmaceutical stocks generally declined as the Trump administration launched an investigation into pharmaceuticals, but Institutions remain Bullish on the growth potential of Innovative Drugs.
Pharmaceutical stocks generally fell. As of the time of writing, ASCLETIS-B (01672) dropped 12.64%, trading at 5.46 Hong Kong dollars; ALPHAMAB-B (09966) fell 7.74%, trading at 6.44 Hong Kong dollars; HBM HOLDINGS-B (02142) decreased by 7.31%, trading at 7.1 Hong Kong dollars.
Hong Kong stocks close | Under the shadow of tariffs, major indices performed unevenly. ZHOU HEI YA surged nearly 8%, leading the Consumer stocks to break through.
① How did Trump's tariff policy lead to a divergence in the Hong Kong stock market? ② Why does HTSC still recommend allocating to Hong Kong stock dividend direction despite tariff disruptions?