医飞冲天！港股通医疗9连阳创纪录

Core Viewpoint - The Hong Kong Stock Connect medical sector has experienced a significant rally, with the Hong Kong Stock Connect Medical Theme Index achieving a record nine consecutive days of gains as of January 14, 2026, marking the longest winning streak in history [1]. Group 1: ETF Performance - The Huabao Hong Kong Stock Connect Medical ETF (159137) has seen substantial growth since its listing on January 12, 2026, with daily increases of 4.7%, 3.44%, and 2.49%, and a total trading volume reaching 259 million yuan today [1][3]. - The ETF covers 50 leading stocks across various medical fields, with notable performances from Alibaba Health, which surged by 18.96%, and other stocks like Yimai Sunshine and MicroPort Scientific, which rose by 9.98% and 8.62% respectively [3][4]. Group 2: Market Catalysts - Three main catalysts are driving the momentum in the Hong Kong Stock Connect medical sector: 1. The brain-computer interface (BCI) industry is entering a rapid industrialization phase, with companies like Neuralink and Brain Tiger Technology making significant advancements and investments [5][6]. 2. Major players are entering the AI medical field, with partnerships such as NVIDIA and Eli Lilly committing $1 billion to AI drug development, indicating a shift towards AI-driven healthcare solutions [6][7]. 3. The CXO (Contract Research Organization) sector is showing signs of recovery, with WuXi AppTec forecasting a net profit of 19.151 billion yuan for 2025, reflecting a year-on-year increase of approximately 102.65% [7][8]. Group 3: Industry Trends - The demand for CRO and CDMO services is gradually recovering, supported by a reduction in supply over the past three years, which may lead to simultaneous profit and valuation increases in the sector [8].