港股通醫藥ETF(513200)升超2%,每年管理費率僅0.15%
港股高開高走,醫藥股升幅居前,截至10:40, 中證港股通醫藥衞生綜合指數(HKD)升2.12%,港股通醫藥ETF(513200)升2.67%。權重股中,百濟神州升2.2%, 信達生物升3.8%, 石藥集團升1.0%, 藥明生物升2.5%, 中國生物製藥升0.7%。此外,和黃醫藥升7.0%, 科倫博泰生物-B升6.8%, 金斯瑞生物科技升5.2%, 京東健康升4.9%, 樂普生物-B升4.6%。費率方面,港股通醫藥ETF(513200)每年管理費率0.15%,每年託管費率0.05%。港股通醫藥上升,消息面上,美國通脹全面降温,降息預期增強。此外,創新藥行業利好落地。7月5日國常會審議通過《全鏈條支持創新藥發展實施方案》,東吳中證券認為,利好政策加速落地,產業趨勢向好,創新藥企業迎來密集收穫期,板塊前期超跌,創新藥企業估值處於低位區間。華福證券研報指出,醫藥從5月中旬至今連續調整2月,指數跌幅較大,悲觀預期已充分釋放,沒必要太悲觀。短期醫藥投資重點在於創新主題和中報業績超預期,調存量(進口替代+老齡化)、尋增量(創新+出海)、抓變量(國企改革+併購整合)為醫藥中長期核心方向。港股通醫藥ETF(513200),聯接基金(A類:018557;C類:018558)
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