行业ETF年内涨幅榜第一的创新药ETF天弘(517380)跌破20日均线，资金连续抄底5日，配置性价比大幅提升

格隆汇2025-06-20

从上周五起，创新药板块连续五日回调，但跌破20日均线的创新药ETF天弘(517380)连续5日迎来资金净申购，最新份额达到7.42亿份，再创历史新高，年初至今份额同比增长64%。创新药ETF天弘(517380)获得资金在下跌时仍坚持买入的原因：一方面是创新药板块基本面迎来拐点，第一是龙头公司纷纷进入盈利阶段；第二是研发管线通过BD开始转化成常态化收入因此创新管线进入系统性拔估值阶段，市场开始...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2544065113?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-20 10:03","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2544065113","market":"sh","top_or_hot":-1,"title":"行业ETF年内涨幅榜第一的创新药ETF天弘(517380)跌破20日均线，资金连续抄底5日，配置性价比大幅提升","media":"格隆汇","content":"<div>\n<p>从上周五起，创新药板块连续五日回调，但跌破20日均线的创新药ETF天弘(517380)连续5日迎来资金净申购，最新份额达到7.42亿份，再创历史新高，年初至今份额同比增长64%。\n创新药ETF天弘(517380)获得资金在下跌时仍坚持买入的原因：\n一方面是创新药板块基本面迎来拐点，第一是龙头公司纷纷进入盈利阶段；第二是研发管线通过BD开始转化成常态化收入因此创新管线进入系统性拔估值阶段，市场开始...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>行业ETF年内涨幅榜第一的创新药ETF天弘(517380)跌破20日均线，资金连续抄底5日，配置性价比大幅提升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n行业ETF年内涨幅榜第一的创新药ETF天弘(517380)跌破20日均线，资金连续抄底5日，配置性价比大幅提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-20 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从上周五起，创新药板块连续五日回调，但跌破20日均线的创新药ETF天弘(517380)连续5日迎来资金净申购，最新份额达到7.42亿份，再创历史新高，年初至今份额同比增长64%。\n创新药ETF天弘(517380)获得资金在下跌时仍坚持买入的原因：\n一方面是创新药板块基本面迎来拐点，第一是龙头公司纷纷进入盈利阶段；第二是研发管线通过BD开始转化成常态化收入因此创新管线进入系统性拔估值阶段，市场开始...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1515","symbol_name":"抗疫概念","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2544065113","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2544065113","pubTimestamp":1750385015,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"从上周五起，创新药板块连续五日回调，但跌破20日均线的创新药ETF天弘(517380)连续5日迎来资金净申购，最新份额达到7.42亿份，再创历史新高，年初至今份额同比增长64%。\n创新药ETF天弘(5","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159646":"疫苗","159859":"生物药30","159938":"医药","159982":"中证500","159992":"创新药","161027":"证券","161726":"生物医药","399300":"沪深300","399441":"生物医药","512290":"生物医药ETF","515120":"创新药ETF","601881":"中国银河","BK1515":"抗疫概念","BK1147":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","BK1574":"生物医药B类股","CXO":"康休","07226":"南方两倍做多恒科","FDN":"First Trust Dow Jones Internet I","BK7095":"多种金属与采矿","YANG":"三倍做空富时中国ETF-Direxion","BK1161":"生物科技","HSTECH":"恒生科技指数","06881":"中国银河","06978":"永泰生物-B","BK4614":"Manus概念股","BK7504":"锂钴概念","BK4588":"碎股","09939":"开拓药业-B","BK0188":"融资融券","BK4550":"红杉资本持仓","CXO.AU":"CORE LITHIUM LTD","BK1564":"中资券商股","BK0276":"资本市场","HSCEI":"国企指数"},"translate_title":"The innovative drug ETF Tianhong (517380), the industry ETF's largest increase list during the year, fell below the 20-day moving average. Funds have been bargain-hunting for 5 consecutive days, and the allocation cost performance has been greatly improved","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159646":1,"159859":1,"159938":1,"159982":1,"159992":1,"161027":1,"161726":1,"399300":1,"399441":1,"512290":1,"515120":1,"601881":1,"FDN":1,"06978":1,"09939":1,"YANG":1,"HSTECH":1,"CXO.AU":1,"07226":1,"HSCEI":1,"06881":1,"CXO":1},"content_text":"从上周五起，创新药板块连续五日回调，但跌破20日均线的创新药ETF天弘(517380)连续5日迎来资金净申购，最新份额达到7.42亿份，再创历史新高，年初至今份额同比增长64%。\n创新药ETF天弘(517380)获得资金在下跌时仍坚持买入的原因：\n一方面是创新药板块基本面迎来拐点，第一是龙头公司纷纷进入盈利阶段；第二是研发管线通过BD开始转化成常态化收入因此创新管线进入系统性拔估值阶段，市场开始给予药品公司创新管线更多估值溢价。中国银河证券指出，下半年继续看好创新药下半年创新药BD预计仍将持续，国内丙类目录及商保政策有望推动估值继续提升。\n另一方面要归因于创新药ETF天弘(517380)及联接基金(A类014564， C类014565)本身的优势，跟踪“创新药行业SmartBeta”指数，实现了A股+港股、创新药+CXO全面覆盖、且叠加经严格回测的量化指标优化，除建仓期外各历史区间均有年化3%左右的超额收益。如创新药ETF天弘(517380)年初至今上涨21.15%，涨幅稳居行业ETF第一，最近5日交易日回调9%跌破20日均线，配置性价比提升，因此吸引资金逆势布局。\n生物医药ETF(159859)及联接基金(A类011040， C类011041)是同类规模最大、流动性最好的产品，跟踪生物医药指数，均衡布局医药板块，覆盖创新药、疫苗、血制品等细分，该ETF近5个交易日累计下跌6.54%，当前估值仍处低位，有补涨需求。","kind":"live","is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2544065113","isCrawlerRequest":true}