港股医疗器械叠加AI医疗多点爆发，港股医疗ETF（159366）盘中涨超4.5%

Group 1 - The core viewpoint of the news highlights the positive performance of the Hong Kong medical ETF (159366), which benefited from the active market for innovative drugs and CXO, with a mid-day increase of over 4.5% and a trading volume nearing 600 million [1] - As of July 29, the ETF has risen over 37% in the last 60 trading days, indicating strong market momentum [1] - MicroPort Medical announced that Shanghai Industrial Capital has become a strategic shareholder, marking a significant move in supporting the biopharmaceutical industry through mergers and acquisitions [1] Group 2 - The National Healthcare Security Administration recently held a seminar to support innovative drugs and medical devices, signaling strong governmental backing for the development of China's innovative drug and medical device industry [2] - Huashan Securities noted a gradual recovery in the CXO industry, with expectations for a stable growth phase by 2025, suggesting a potential valuation recovery for CXO companies [2] - Bank of China Securities recommended focusing on three main lines, including sectors with steady growth, particularly in medical devices and pharmaceuticals, which are expected to continue growing with new product launches [2] Group 3 - The Hong Kong medical ETF (159366) is noted for its high concentration of CXO companies and its unique positioning in the market, supporting T+0 trading [3] - As of July 28, the top five indices with the highest CXO content are identified, with the highest being 932069.CSI at 31.9% [3] - The ETF is categorized under the pharmaceutical and biotechnology services sector, reflecting its strategic focus on AI drug development, CXO, and medical devices [3]