脑机接口、AI医疗引爆,港股通医疗主题指数开年7连涨!T+0投资利器来袭,159137上市交易,实时成交逾亿元
Xin Lang Cai Jing·2026-01-12 03:09

Group 1 - The Hong Kong stock market's medical sector remains active, with brain-computer interface and AI medical concepts leading the gains, as evidenced by significant stock price increases for companies like MicroPort Robotics and Alibaba Health [1][8] - The Hong Kong Stock Connect Medical Theme Index has seen a continuous rise for seven days since the beginning of 2026, indicating strong investor interest in the sector [1][8] - The newly launched Hong Kong Stock Connect Medical ETF (Huabao, 159137) is actively trading and aims to passively track the medical theme index, reflecting the growing interest in medical investment tools [1][8] Group 2 - The Hong Kong Stock Connect Medical ETF is anchored on medical innovation, covering key sectors such as CXO, AI medical, medical devices, and innovative drugs, including popular themes like brain-computer interfaces and AI medical [3][11] - The medical theme index has shown high elasticity and volatility, with a maximum increase of over 148% during the last medical bull market, significantly outperforming comparable indices [3][11] Group 3 - Recent developments in the brain-computer interface and AI medical fields have led to increased attention in the medical sector, with notable advancements from companies like Neuralink and research achievements from Tsinghua University [5][13] - Policy initiatives, such as the National Medical Products Administration's plans for standards related to brain-computer interface medical devices, and Beijing's action plan for AI in healthcare, are expected to further stimulate the sector [5][13] Group 4 - Institutional analysis indicates that major overseas pharmaceutical companies are increasing their focus on innovative medical devices in China, suggesting a favorable market environment similar to the previous year's innovative drug sector [6][13] - The A-share medical investment tools, particularly the largest medical ETF (512170), cover a significant portion of AI medical and brain-computer interface stocks, indicating a strong investment opportunity [6][14]

脑机接口、AI医疗引爆,港股通医疗主题指数开年7连涨!T+0投资利器来袭,159137上市交易,实时成交逾亿元 - Reportify