港股医疗板块持续活跃！港股通医疗ETF（520510）收盘涨3.63%

Core Viewpoint - The Hong Kong medical sector outperformed the pharmaceutical sector due to broader industry coverage, sensitivity to interest rates, and strong performance expectations from key stocks [1] Group 1: Market Performance - The Hong Kong Stock Connect Medical ETF (520510) closed up 3.63%, while the Hang Seng Pharmaceutical ETF (159892) closed up 2.55% [1] - The medical sector's strong performance is attributed to its diverse coverage, including innovative drugs, CXO, AI healthcare, and medical devices [1] Group 2: Sector Analysis - Unlike the pharmaceutical sector, which heavily relies on new drug development, the medical sector demonstrates more stability in the face of policy or market risks [1] - The expectation of interest rate cuts by the Federal Reserve positively impacts sectors closely tied to financing, such as CXO (pharmaceutical outsourcing) and internet healthcare [1] Group 3: Key Stocks - Major stocks within the sector, such as JD Health, are expected to report strong third-quarter performance, providing significant support to the index [1]