格隆汇1月8日｜美国股市的医疗保健板块传统上被视为防御性板块，这得益于该行业巨头稳健的增长和 丰厚的股息收益。但这一叙事正在发生变化。在经历相对于大盘多年表现不佳后，医疗保健板块在上个 季度迎来了反转，成为标普500指数11个主要行业组中表现最佳的板块。这一急剧转折紧随与特朗普政 府达成的关税协议、一连串的收购活动以及下一代减肥药的前景。同时，对高估值科技股的担忧使得医 疗保健等处于低位的板块对寻求其他增长机会的投资者更具吸引力。在此背景下，许多投资专业人士预 计这一势头将持续到2026年。Zacks投资管理公司投资组合经理Brian Mulberry表示："医疗保健内部某 些细分领域需要非常谨慎，但也确实存在一些亮点。了解如何挑选那些将从新一轮监管浪潮中受益的特 定公司，将是进入新的一年投资的重要组成部分。" ...

中国经济网北京1月8日讯 据同花顺数据显示，在刚过去的2025年12月份，博时恒生医疗保健 (QDII-ETF) 单月下跌10.17%。截至2025年三季度末规模为74.30亿元。 来源：同花顺 (责任编辑：康博) 2025年三季度前十大重仓股为百济神州、药明生物、信达生物、康方生物、中国生物制药、石药集 团、京东健康、三生制药、药明康德、阿里健康。基金经理万琼2004年起先后在中企动力科技股份有限 公司、华夏基金工作。2011年加入博时基金管理有限公司，历任投资助理、基金经理助理、基金经理。 | 代码 名称 | 12月复权单位 累计单位 规模亿元 基金成立日 基金经理 | | --- | --- | | | 净值增长率8 净值元 | | 513060.SH 博时恒生医疗保健(QDII-ETF) | -10.17 0.59 63.02 2021-03-18 万琼 | ...

Core Viewpoint - The Hang Seng Index Company announced that the results of the fourth quarter review of the Hang Seng Index series will be announced on February 13, 2025, with changes to the constituent stocks effective from March 9, 2025 [1]. Group 1: Stock Adjustments - Multiple institutions and big data platforms predict that over 40 stocks will be included in the Hong Kong Stock Connect, while more than 20 stocks may be removed due to insufficient market capitalization [2][5]. - The market capitalization threshold for stocks to enter the Hang Seng Composite Index and Hong Kong Stock Connect is approximately HKD 93.07 billion, while the threshold for removal is HKD 61.15 billion [6]. - A total of 43 companies meet the inclusion criteria for Hong Kong Stock Connect, with leading stocks including JD Industrial, Innovation Industry, and Dipo Technology [7]. Group 2: Industry Focus - The potential inclusion list highlights a strong focus on new economy and technology stocks, with significant representation from the information technology and healthcare sectors [10]. - The information technology sector leads with 15 potential inclusions, followed closely by healthcare with 14, while traditional financial sectors see only 4 new potential stocks [10]. Group 3: Market Dynamics - The dynamic adjustment mechanism of Hong Kong Stock Connect enhances liquidity premiums for related industries and improves the overall representativeness and attractiveness of the Hong Kong market [12]. - Continuous expansion and precise adjustments of Hong Kong Stock Connect deepen the interconnection between mainland and Hong Kong capital markets, reinforcing Hong Kong's position as an international financial hub [12]. - The market is expected to experience fluctuations and structural differentiation by 2026, driven by factors such as global liquidity easing and sustained inflow of southbound funds [12].

本文源自：金融界AI电报 摩根大通宣布，已任命Sri Kosaraju为投资银行部门全球主席，以支持该公司在医疗保健行业的业务发 展。此举正值摩根大通加大投资银行业务投入之际，此前该公司已于2025年10月从高盛和德意志银行挖 走了多位资深银行家。Kosaraju此前在Inscripta担任首席执行官，此次将重返摩根大通。他曾在摩根大 通工作16年，帮助该公司建立了医疗保健业务。 ...

Group 1 - The core announcement from the Hang Seng Index Company states that the results of the fourth quarter review for the Hang Seng Index series will be announced on February 13, 2025, with changes effective from March 9, 2025 [1][9] - Predictions indicate that over 40 stocks will be included in the Hong Kong Stock Connect, while more than 20 stocks may be removed due to insufficient market capitalization [1][9] - The adjustments to the Hong Kong Stock Connect not only affect the liquidity of related stocks but also present new investment opportunities for investors [1][9] Group 2 - A total of 43 companies meet the criteria for inclusion in the Hong Kong Stock Connect, with key players such as JD Industrial, Innovation Industry, and Dipo Technology leading in average market capitalization [3][11] - The market capitalization threshold for inclusion in the Hang Seng Composite Index and Hong Kong Stock Connect is approximately HKD 93.07 billion, while the threshold for removal is HKD 61.15 billion [3][11] - The adjustment mechanism for the Hong Kong Stock Connect operates on a quarterly basis, with two major adjustments in March and September, and two minor adjustments in June and December [3][11] Group 3 - The potential inclusion list highlights a strong focus on new economy and technology stocks, with significant representation from the information technology and healthcare sectors [5][14] - The information technology sector leads with 15 potential inclusions, followed closely by healthcare with 14, while traditional financial sectors see only 4 new potential stocks [5][14] - The dynamic adjustment mechanism of the Hong Kong Stock Connect is facilitating a structural shift towards new economy and technology-driven industries, enhancing asset allocation options for mainland investors [5][14] Group 4 - The ongoing expansion and precise adjustments of the Hong Kong Stock Connect are enhancing the overall representativeness and investment appeal of the Hong Kong market [6][15] - The adjustments are expected to attract long-term capital and improve asset quality, promoting deeper linkage between Hong Kong and A-share markets [6][15] - Predictions for the Hong Kong market in 2026 suggest a potential upward trend driven by global liquidity easing, continuous inflow of southbound funds, and the expansion of quality stock options [6][15]

恒生指数公司近日公告称，将于2月13日宣布2025年第四季度之恒生指数系列检讨 结果，成份股变动于3月9日生效。 多家机构及大数据平台预测，此次恒生综合指数成份股调整，将带来超过40只股票纳入港股 通，同时超过20只股票或因流通市值不达标等原因被剔除。 港股通标的调整，不仅影响着相关股票的流动性，也为投资者带来了新的投资机会。 | | 港股通潜在纳入名单(部分) | | | --- | --- | --- | | 股票名称 | 日均市值 | 所属行业 | | 京东工业 | 373.10亿港元 | 可选消费 | | 创新实业 | 367.09亿港元 | 材料 | | 滴普科技 | 251.52亿港元 | 信息技术 | | 乐舒适 | 189.84亿港元 | 日常消费 | | 英矽智能 | 187.07亿港元 | 医疗保健 | | 图达通 | 173.44亿港元 | 可选消费 | | 卧安机器人 | 171.67亿港元 | 信息技术 | | HASHKEY HLDGS | 164.34亿港元 | 信息技术 | | 佳露国际资源 | 161.40亿港元 | 材料 | | 五一视界 | 156.11亿港元 | 信息技 ...

因此，患者在康复期应避免摄入过多的高脂肪、高胆固醇食物。可以通过选择低脂肪的肉类，如鱼肉、 鸡胸肉、瘦牛肉等，来确保蛋白质的摄入。同时，增加植物性脂肪，如橄榄油、菜籽油等，能够提供更 健康的脂肪来源。 2.适量的盐分摄入，保持血压稳定 高血压是心脏病的重要危险因素之一，老年人容易患有高血压。过量 的盐分摄入会导致血压升高，从而增加心脏的负担。 心肌梗死是一种严重危及生命的心血管疾病，尤其对于老年人来说，其发病风险更高，且一旦发生心肌 梗死，康复期的饮食就显得尤为重要。饮食调理不仅关乎恢复速度，还与减少复发和并发症的风险密切 相关。那么，在老年心肌梗死康复期，应该选择"忌口"还是"进补"？本文从多个方面为大家科普康复期 的饮食原则，帮助患者更好地规划饮食，促进健康。 一、心肌梗死的概述与康复期的挑战 心肌梗死是由于心脏血管被堵塞或破裂，导致心脏组织的供血中断，从而造成部分心肌坏死。这种情况 往往会引发剧烈的胸痛、呼吸困难等症状，严重时甚至会危及生命。老年人群由于血管老化、动脉硬化 等问题，容易发生心肌梗死。 在心肌梗死发生后的康复期，患者需要面对诸多挑战，包括体力恢复、心功能恢复以及避免再次心脏事 件的发生。而 ...

Group 1 - The Sci-Tech Innovation 50 Index opened high on January 7, fluctuated within a narrow range, turned negative in the afternoon, and then rose significantly, closing at 1443.39 points with an increase of 0.99% and a total trading volume of approximately 871.3 billion yuan [1] - The Sci-Tech Innovation Composite Index rose by 1.53% on January 7, closing at 1746.72 points with a total trading volume of about 3094 billion yuan. The average increase for the 600 stocks in the Sci-Tech Innovation Board was 1.73% with an average turnover rate of 4.27% [2] - High-priced stocks generally rose while low-priced stocks showed mixed performance. Notably, component stocks and electrical equipment stocks performed strongly, while healthcare and communication equipment stocks had the largest declines [2] Group 2 - The stock with the highest trading volume was Cambrian with 94.2 billion yuan, while ST Pava had the lowest trading volume at 482.2 million yuan [3] - The stock with the highest turnover rate was Hengkang New Materials at 41.79%, while Longteng Optoelectronics had the lowest turnover rate at 0.26% [4]

智通财经APP此前报道，亿万富翁投资者、长期持有房利美和房地美股份的对冲大佬比尔·阿克曼曾在 社交媒体上公布了一项提案，该提案提议让房利美和房地美在纽约证券交易所重新上市。 同时，阿克曼正寻求推进其早已公开的上市计划。他旗下在美国上市的封闭式基金有望通过首次公开募 股(IPO)筹集约50亿美元，而此次IPO也将与他旗下的对冲基金公司潘兴广场资本管理公司(Pershing Square Capital Management)的上市同步进行。 此外，电影《大空头》原型人物迈克尔·伯里(Michael Burry)表示，他持有大量房利美和房地美公司的普 通股，并认为这两家美国住房融资巨头的重新上市"即将发生"。 2026年，美国首次公开募股市场正准备迎接一波交易热潮，其规模可能与疫情期间的纪录相媲美，甚至 超过纪录。此次上市潮的包括一些最受关注的科技、金融和加密货币领域的私营公司，并有可能成为有 史以来规模最大的上市。 数据显示，去年美国企业通过首次公开募股(IPO)筹集了476亿美元，不包括特殊目的收购公司(SPAC)和 金融工具。虽然较上年有所增长，但仍远低于2021年的1952亿美元。在2025年IPO市场势 ...

日前，由中国证券报主办的"开放 融合 新机——2025海外投资发展大会"在上海举行，路博迈海外投资 基金管理总经理汝平发表了主旨演讲。展望2026年，汝平围绕宏观政策、人工智能（AI）、长期利 率、股票市场、私募市场五大方面解析投资机遇。 ● 本报记者 王鹤静 四是股票市场。在汝平看来，AI仍是2026年全球股市的核心驱动力之一。目前AI投资收益主要集中在 美国超大型科技企业上，随着AI应用在其他企业迅速扩散，AI驱动带来的生产效率提升已开始显现， 尤其是在医疗保健、金融服务等传统行业，这将使得盈利和投资机会向更广泛的领域扩散。 汝平提示，市场对AI泡沫的担忧正在升温，某些细分领域的估值已明显过高。从大部分数据来看，AI 领域整体估值目前仍处于合理区间，尽管资本支出非常剧烈，但与企业盈利增长能够匹配。汝平建议， 需重点关注在AI大规模投入的同时，电力供给是否充裕等关键指标，在AI投资上需对精选个股的能力 提出更高要求。 五是私募市场。虽然当前交易活动已有所回暖，但汝平认为，融资难度不断增大。流动性压力同时也会 带来解决方案，这将诞生一系列投资机遇。目前，私募市场正在发生结构性变化，私募股权投资需要精 选具有深 ...