港股AI医疗回调

Group 1 - The core viewpoint of the article highlights that the Hong Kong Stock Connect medical sector index has ended its nine-day consecutive rise, marking its first decline since 2026, with a drop of over 2% [1] - The Hong Kong Stock Connect medical ETF, Huabao (159137), which passively tracks the medical sector index, experienced its first decline since its listing on January 12, falling over 2% today, indicating strong buying interest as evidenced by premium trading [1] - The medical ETF covers 50 leading stocks across various fields in the Hong Kong medical sector, with significant declines observed in major stocks such as Jing Tai Holdings and Alibaba Health, both dropping over 9% [2][3] Group 2 - Alibaba's Qianwen APP announced a comprehensive integration with various Alibaba ecosystem services, which is expected to enhance its AI healthcare capabilities [3] - Recent developments in AI healthcare, including the monthly active users of the AI health management platform "Antifufu" surpassing 30 million, indicate a growing market presence [3] - Analysts from Huafu Securities suggest that the current market conditions present a golden opportunity for investment in AI healthcare applications, driven by favorable policies and market demand [3]