礼来70亿美元大动作！港股通创新药逆市吸金，520880近两日获超1.28亿元增仓，杠杆资金同步进场

新浪基金06-04

创新药领域重磅！近日，礼来拟以70亿美元（首付32.5亿美元）收购Kelonia，该公司In vivo路线打破了传统自体CAR-T长达4-5周制备周期与百万级天价的“不可能三角“，并在最新临床中交出了18例患者1个月MRD阴性率100%的惊艳答卷。　　分析指出，礼来此次极端溢价收购打破了此前同类平台仅3-4.25亿美元的均价天花板，表明该技术已进入产业化前夜并具备向千亿美金自免市场拓展的潜力，...

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Hong Kong Stock Connect innovative drugs absorbed gold against the market, 520880 received more than 128 million yuan in Masukura in the past two days, and leveraged funds entered the market simultaneously","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"520880":1.98,"LLII":0.6,"LLY":1.92,"ELIS":0.6,"ELIL":0.6,"LLYX":0.6,"LLYZ":0.6},"content_text":"创新药领域重磅！近日，礼来拟以70亿美元（首付32.5亿美元）收购Kelonia，该公司In vivo路线打破了传统自体CAR-T长达4-5周制备周期与百万级天价的“不可能三角“，并在最新临床中交出了18例患者1个月MRD阴性率100%的惊艳答卷。\n　　分析指出，礼来此次极端溢价收购打破了此前同类平台仅3-4.25亿美元的均价天花板，表明该技术已进入产业化前夜并具备向千亿美金自免市场拓展的潜力，MNC的抢筹为具备核心专利的临床领先标的确立了极高的估值锚。\n　　二级市场方面，6月4日早盘，港股延续深度调整，港股通创新药表现显著强于大市，100%创新药研发标的——港股通创新药ETF华宝（520880）高开后一度涨超1%，而后回落翻绿再探新低。\n　　成份股方面，权重龙头跌多涨少，康方生物跌逾2%，信达生物、中国生物制药、三生制药跌逾1%；百济神州逆市涨超2%，再鼎医药涨超3%。\n\n　　值得关注的是，近日港股通创新药加速筑底区间，资金开始低吸高性价比筹码。此前2个交易日，港股通创新药ETF华宝（520880）连续吸金，金额合计超1．28亿元。\n　　杠杆资金也有行动，6月3日融资买入4669万元，创近4个月单日新高！港股通创新药ETF华宝（520880）最新融资余额达9989.47万元，为历史次高！ \n　　市场分析人士认为，当前创新药行情震荡更多是交易层面因素，而非产业长期逻辑的逆转。中长期来看，中国创新药产业的全球竞争力并未动摇，建议在市场波动率回落、情绪冰点后，逢低借道ETF工具布局具备全球化BD能力、核心管线稀缺的平台型龙头企业。\n　　投纯正创新药，认准港股通创新药ETF华宝（520880），100%布局创新药研发类公司，前十大权重股占比超七成，龙头属性突出，底层资产是港股，高弹性、T+0。\n　　希望降低波动，选场内唯一药ETF华宝（562050），“70%创新药+30%中药”独家配比，全市场稀缺标的，兼具创新药高成长及中药高股息。\n\n　　数据来源于沪港深交易所、中证指数公司、恒生指数公司。\n　　注：ETF基金不收取销售服务费。投资者在申购或赎回基金份额时，申购赎回代理券商可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。基金费率详见各基金法律文件。\n　　风险提示：文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的药ETF华宝及其联接基金的风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者，港股通创新药ETF华宝及其联接基金的风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金的过往业绩并不代表其未来表现，基金投资有风险。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭栩彤","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2640136232","isCrawlerRequest":true}