The concept of the Hong Kong stock CXO is lower, and the continuous premium in the market for Hang Seng Medical ETF (513060)

Today, the concept of the Hong Kong stock market CXO is lower, Kim Siri Biotechnology has fallen by more than 4%, and Yaoming Bio and Yaoming Kant fell more than 2%.Hang Seng Medical ETF (513060) fluttered green, falling 0.6%, and continued premium on the market, with a turnover of nearly 300 million yuan.

The pharmaceutical sector has continued to adjust recently, and the net value of the pharmaceutical fund is generally retracted. Many "top flow" fund managers choose the "left side" layout, which has greatly increased the configuration ratio of the medical care sector in the second quarter.They generally believe that the adjustment space for adjustment of the pharmaceutical sector is limited. From the perspective of medium and long -term dimensions, it may be a suitable time window for the configuration of the pharmaceutical sector.

CITIC Construction Investment stated that it continued to emphasize that the transaction signal and policy signals of the pharmaceutical sector gradually bottomed out.1. Prefer to choose pharmaceutical, equipment and service leading companies; 2. This year we conducted in -depth research on synthetic biology, optimistic about the leading industry leaders, active transformation and layout, and upstream leading; 3. Continue to optimize the vaccine leader and the Chinese medicine industryChain, medical beauty, pharmacy, upstream industrial chain, Hong Kong stocks high -quality company and other directions.

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