Since the beginning of 2026, the innovative drug sector has witnessed multiple catalysts, signaling a critical window for performance realization. Concurrently, breakthrough progress in brain-computer interface and AI medical technology is injecting new vitality into the biomedical industry.
As fund quarterly reports for the last quarter of last year are gradually released, fund managers' views on this year's pharmaceutical sector are coming to light. Ouyang Juan, Fund Manager of the Equity Investment Department at Golden Eagle Fund, stated in the periodic report of the Golden Eagle Medical Health Stock Fund she manages that the innovative drug segment may still be in an upward phase of prosperity. Benefiting from the sustained support of domestic medical insurance, continuous policy backing, and the strong global competitiveness of Chinese innovative drugs, overseas pharmaceutical companies, after negotiating related interests with the United States, may still choose to introduce the world's best innovative drug varieties. Therefore, the出海 (going global) of Chinese innovative drugs is likely to continue, with promising BD (Business Development) deals expected to materialize in 2026, and successfully出海 products progressively delivering global clinical data readouts and longer-term commercialization in the US.
Simultaneously, as the world enters the era of AI, the potential of AI-enabled healthcare is vastly underestimated. In the long run, healthcare may become the most profoundly impacted application field for AI. Coupled with China's vast biological and clinical diagnosis and treatment databases, the future holds immense potential in various areas such as drug research and development, cancer screening and personalized treatment, assisted diagnosis, surgical planning, and remote diagnosis and treatment. Consequently, with the continuous iteration and upgrading of computing power, algorithms, and large models, and the significant reduction in tool barriers, multiple new business models are likely to emerge at the application level of AI healthcare and AI medicine, making it a rising star within the pharmaceutical sector. These assets are currently in the industry's nascent stage, awaiting subsequent commercialization.
Regarding investment strategy, Ouyang Juan indicated that from a medium to long-term perspective, innovative drugs are entering a performance window period and a phase dense with international academic conferences for clinical data readouts. The collective globalization of China's innovative drug industry holds long-term potential to capture a significant share of the global market. Meanwhile, the active promotion of the brain-computer interface industry and the AI healthcare and medicine industry by China and the US deserves close attention.
In terms of specific focus areas, Ouyang Juan suggested several directions: first, innovative drugs with the strongest global competitiveness, which can long-term benefit from both the domestic and European/American markets, the world's largest; second, the innovative drug industry chain, including CXO and upstream life science services, which are expected to see a recovery in order growth as global investment and financing growth rates reach an inflection point and turn upward; third, brain-computer interfaces, with 2026 marking the first year for global brain-computer interfaces, leading to significant subsequent industrial changes domestically and internationally; fourth, AI healthcare and AI medicine, as the AI industry enters the application phase of large and vertical models, leveraging massive medical and pharmaceutical data and huge demand, with the industry beginning to explore commercialization.
Risk Warning: The views, analyses, and forecasts cited in this material are solely personal opinions, based on analysis and judgment under specific current market conditions and certain assumptions, and do not imply suitability for all future market conditions. Past performance of relevant indices, sectors, etc., is not indicative of future performance, nor does it represent the performance of funds under our company. It does not constitute investment advice for readers. Past fund performance is not indicative of future results. The past investment performance of other funds managed by the fund manager does not predict the future performance of the fund. Investing involves risks, and caution is required. Before making any investment decisions, please carefully read the fund contract, fund prospectus, fund product summary, and other legal documents, as well as this risk disclosure statement, fully understand the risk-return characteristics and product features of the fund, carefully consider all risk factors associated with the fund, and fully assess your own risk tolerance based on factors such as your investment objectives, investment horizon, investment experience, and asset status. Make rational judgments and prudent investment decisions based on an understanding of the product and sales suitability opinions. This material does not constitute investment advice or a guarantee for any business of our company and is not intended as any legal document.
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