ETF日报｜喜提开年红包！沪指12连阳创纪录！港股大反弹，港股通创新药ETF暴涨超5%，港股互联网ETF跳空涨超4%

Core Viewpoint - The Chinese asset market is experiencing a strong start in 2026, with significant gains in both A-shares and Hong Kong stocks, particularly in the healthcare and technology sectors, driven by favorable monetary policies and market sentiment [1][2][3]. A-Share Market Summary - A-shares have shown a robust performance, with the Shanghai Composite Index surpassing 4000 points and achieving a 12-day winning streak, the longest since 1993, with a trading volume exceeding 2.5 trillion yuan [1][2]. - The healthcare sector is leading the gains, with the Medical ETF (512170) rising by 5.29%, marking its largest single-day increase since October 2024, and a trading volume of 1.166 billion yuan, up over 211% from the previous day [3][5]. - The "AI Twins" in the technology sector are also performing well, with the Sci-Tech AI ETF (589520) increasing by 4.74%, and the Growth Board AI ETF (159363) rising over 3% to reach a new listing high [2][3]. Hong Kong Market Summary - The Hong Kong market has also seen a strong start, with the Hang Seng Index rising by 2.76% and the Hang Seng Technology Index increasing by 4% [1][2]. - The Hong Kong Stock Connect Innovation Drug ETF (520880) surged by 5.42%, achieving its largest single-day increase since its launch in July 2025, with a trading volume of 509 million yuan, up over 263% [5][6]. - The healthcare sector in Hong Kong is performing well, with significant gains in innovative drug stocks, and the Medical Theme Index rising by 3.66% [8]. Investment Outlook - Analysts from Galaxy Securities expect continued net inflows from foreign and southbound funds due to a favorable monetary policy environment, which could lead to substantial improvements in the profitability of Hong Kong-listed companies [2][8]. - CITIC Securities indicates a high probability of A-shares continuing their upward trend, supported by positive macroeconomic policies and a focus on technological innovation as a key driver for growth [2][8]. - The market is anticipated to benefit from a combination of rising profits and valuations, with a bullish outlook for 2026 [2][8].