Sou Hu Cai Jing·2026-01-14 03:22Core Viewpoint - The AI healthcare sector is experiencing significant growth, with both A-shares and Hong Kong stocks showing strong performance, particularly in AI medical ETFs and related stocks [1][2][3] Group 1: A-share Market Performance - The largest medical ETF in the A-share market (512170) surged by 3%, reaching a near three-month high, with active trading exceeding 1 billion CNY within the first hour of trading [1] - Key stocks such as Meiyuan Health and Weining Health saw substantial gains, with Meiyuan Health achieving a four-day consecutive rise and Weining Health spiking by 14% at one point [1] Group 2: Hong Kong Market Performance - The Hong Kong medical sector continues to strengthen, with the Hong Kong Stock Connect medical theme index rising consistently since the beginning of the year, led by Alibaba Health, which increased by nearly 10% [2] - The newly listed Hong Kong Stock Connect medical ETF (159137) has seen significant gains, with a trading volume exceeding 110 million CNY and a peak increase of nearly 3% within three days of its launch [2] Group 3: AI Healthcare Developments - Recent collaborations in the AI healthcare field include a partnership between NVIDIA and Eli Lilly to invest 1 billion USD over five years in an AI drug development lab in Silicon Valley [3] - In China, Tsinghua University's team has developed an AI-driven high-throughput drug virtual screening platform, DrugCLIP, with research results published in the journal Science [3] - The penetration rate of AI healthcare applications is rapidly increasing, with Ant Group's AI assistant, Antifufu, surpassing 30 million monthly active users, and OpenAI's ChatGPT Health reaching over 40 million daily users globally [3] Group 4: Brain-Computer Interface Developments - Elon Musk announced that Neuralink's brain-computer interface products are set to enter mass production by 2026, with nearly automated surgical procedures [3] - Strong Brain Technology, a leading domestic company in the brain-computer interface sector, has submitted an IPO application to the Hong Kong Stock Exchange [3] - The Ministry of Industry and Information Technology in China has indicated a focus on quantum technology and brain-computer interfaces during the 14th Five-Year Plan, emphasizing technological breakthroughs and enterprise cultivation [3]