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Recently, the innovative drug sector of Hong Kong stocks set off a round of “listing” of public funds. Leading public funds such as E-Fangda, Wells Fargo, and Huitianfu increased their holdings of many Hong Kong stock innovative drug brands within a month and hit the licensing line. At the same time, Southbound Capital's holdings in individual stocks such as Maiwei Biotech and Keji Pharmaceutical have also increased dramatically since June. The agency believes that in the context of the main AI line entering rectification and capital seeking to switch between high and low levels, the innovative drug sector, where valuations are at a historically low level, BD continues to be released overseas, and policy dividends are being released at an accelerated pace, is ushering in a valuation repair window with multiple logical resonances.

Zhitongcaijing·07/14/2026 22:25:10
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Recently, the innovative drug sector of Hong Kong stocks set off a round of “listing” of public funds. Leading public funds such as E-Fangda, Wells Fargo, and Huitianfu increased their holdings of many Hong Kong stock innovative drug brands within a month and hit the licensing line. At the same time, Southbound Capital's holdings in individual stocks such as Maiwei Biotech and Keji Pharmaceutical have also increased dramatically since June. The agency believes that in the context of the main AI line entering rectification and capital seeking to switch between high and low levels, the innovative drug sector, where valuations are at a historically low level, BD continues to be released overseas, and policy dividends are being released at an accelerated pace, is ushering in a valuation repair window with multiple logical resonances.