Xin Lang Cai Jing·2026-01-15 11:31Core Viewpoint - The Hong Kong AI healthcare sector experienced a significant adjustment, halting a nine-day winning streak, marking its first decline since 2026. Despite this, the long-term investment logic in AI healthcare remains intact, with opportunities emerging in the oversold bottom range [1][3][11]. Group 1: Market Performance - The Hong Kong AI healthcare index saw a decline, with the Hong Kong Medical ETF (159137) dropping by 2.79% and trading volume significantly reduced to 112 million CNY [1][8]. - Major stocks in the AI healthcare sector faced substantial losses, including Crystal Tech Holdings (2228) down 10.74%, Alibaba Health (0241) down 7.84%, and Ping An Good Doctor (1833) down 4.88% [2][4][10]. Group 2: Market Analysis - Analysts attribute the decline to a phase of valuation correction in the AI healthcare industry, following a period of significant gains and profit-taking behavior in the market [2][10]. - The AI healthcare industry is entering a critical phase of commercialization, driven by a confluence of national strategy and market demand, with current conditions seen as a prime opportunity for new AI healthcare applications [3][11]. Group 3: Future Projections - The global AI healthcare market is projected to reach approximately 26.65 billion USD in 2024, with an expected rapid growth to about 505.59 billion USD by 2033, reflecting a compound annual growth rate of 38.8% [3][11]. - In China, the AI healthcare market is estimated to reach 159.8 billion CNY by 2028, up from 97.3 billion CNY in 2023 [3][11]. Group 4: Investment Recommendations - Citic Securities suggests focusing on five main areas for investment in AI healthcare: AI drug development, grassroots AI healthcare applications, medical data circulation, AI pathology diagnosis, and AI healthcare models [12]. - The Hong Kong Medical ETF (159137) is highlighted as a flexible investment tool, covering key sectors in AI healthcare and related innovations [12].