港股通医疗ETF华宝（159137）的基金经理张放表示，港股医疗的表现尽管近一年已涛声阵阵、受到瞩目，但此前历经了4年时间的充 分调整，标的指数"港股通医疗主题指数"的点位及估值仍处在历史相对低位。截至2025年年末，指数点位较2021年历史高点回撤逾 65%；市盈率（TTM）29.43倍，低于基日以来65%以上时间区间。整体来看，港股通医疗主题指数的配置性价比较为突出，港股通医 疗ETF华宝（159137）作为一只典型的工具型产品，值得投资者保持密切关注。 港股通医疗主题指数估值情况 在港股、A股医疗板块于2026新年之初再度崛起之时，新近发行成立的港股通医疗ETF华宝（159137）今日（1月12日）适时重磅上 市。 目前，沪指已罕见走出"十六连阳"并突破4100点关口，投资者热情高涨，同时港股尤其是医疗板块也呈现回暖态势，港股通医疗ETF 华宝（159137）此时上市交易，凭借着受到高度关注的"医疗"主题及优质的标的指数，包括它上市后还可进行T+0交易等方面的优势， 业内人士认为，该产品上市后有望呈现活跃表现，这既来自于客观条件良好的铺垫，也寄托了市场与投资者的憧憬。 据公开披露的信息，港股通医疗ETF ...

在港股、A股医疗板块于2026新年之初再度崛起之时，新近发行成立的港股通医疗ETF华宝（159137） 今日（1月12日）适时重磅上市。 数据来源于中证指数公司，截至2025.12.31，行业分类为中证三级 | | | 中证港股通医疗主题指数前十大成份股 | | | --- | --- | --- | --- | | 4665 | 筒称 | 权重 (%) | 主营业务 | | 2269.HK | 药明生物 | 15.28 | 大分子生物药CDMO全球 领导者 | | 6618.HK | 京东健康 | 11.84 | 互联网医疗 | | 2359.HK | 药明康德 | 8.40 | 全产业链小分子CXO龙头 | | 2228.HK | 晶泰控股 | 5.43 | 全球AI制药头部企业 | | 0241.HK | 阿里邻康 | 5.42 | 互联网医疗 | | 2268.HK | 药明合联 | 5.08 | 全球ADC市场CXO龙头 | | 1099.HK | 国药控股 | 4.35 | 医药供应链主导者 | | 1548.HK | 金斯瑞生物科技 | 3.17 | 创新药CAR-T+CXO | | 1833. ...

证券之星消息，10月30日，医疗ETF龙头（560260）融资买入150.37万元，融资偿还93.87万元，融资净 买入56.5万元，融资余额428.5万元，近3个交易日已连续净买入累计158.61万元。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-10-30 | 428.50万 | 56.50万 | 15.19% | | 2025-10-29 | 372.00万 | 74.78万 | 25.16% | | 2025-10-28 | 297.22万 | 27.33万 | 10.13% | | 2025-10-27 | 269.89万 | 16.85万 | 6.66% | | 2025-10-24 | 253.04万 | -4.91万 | -1.90% | 小知识 融资融券：目前，个人投资者参与融资融券主要需要具备2个条件：1、从事证券交易至少6个月；2、账 户资产满足前20个交易日日均资产50万。融资融券标的：上交所将主板标的股票数量由现有的800只扩 大到1000只，深交所将注册制股票以外的标的股票数量由现有的800 ...

Core Insights - The Medical Innovation ETF (516820) experienced a net financing purchase of 2.55 million yuan on October 14, 2025, with a total financing balance of 53.38 million yuan, indicating a positive investor sentiment towards the ETF [1][2][3] Financing Activity Summary - On October 14, 2025, the financing buy amounted to 8.15 million yuan, while financing repayment was 5.60 million yuan, resulting in a net financing purchase of 2.55 million yuan [1] - Over the past three trading days, the cumulative net financing purchase reached 3.70 million yuan, with 14 out of the last 20 trading days showing net financing purchases [1] - The financing balance increased by 5.01% from the previous day, reflecting a growing interest in the ETF [2][3] Trading Data Overview - The financing balance on October 14, 2025, was 53.38 million yuan, up from 50.83 million yuan on October 13, 2025 [2][3] - The net financing purchases for the previous trading days were as follows: 1.15 million yuan on October 13, 0.74 million yuan on October 10, and 0.17 million yuan on October 9 [2] - The financing balance has shown a consistent upward trend, with a notable increase of 2.32% on October 13 and a minimal increase of 0.04% on October 10 [3]

Market Performance - The Hang Seng Index rose by 0.52% to 25,041.03 points, while the Hang Seng Tech Index increased by 0.54% and the Hang Seng China Enterprises Index strengthened by 0.36% with a half-day trading volume of HKD 141.77 billion [1] Investment Trends - Since the beginning of the year, the Hong Kong stock market has shown a more significant increase compared to the A-share market, with highlights in innovative pharmaceuticals, new consumption, and AI applications [1] - Despite a relatively volatile market since late June, Hong Kong tech stocks have underperformed compared to innovative pharmaceuticals [1] Economic Context - China is at a critical juncture of transitioning from old to new economic drivers, facing challenges in macroeconomic growth, leading to asset scarcity pressures for domestic funds [1] - Similar to the period of 2012-2014, while there is a lack of upward momentum at the macro level, profound changes are occurring at the industrial level, such as shifts in consumption structure and the emergence of a new upward cycle driven by AI technology [1] New Investment Products - The Hong Kong Stock Connect Medical ETF (520510) was launched on the Shanghai Stock Exchange, enabling T+0 trading and filling a gap in the Hong Kong Stock Connect medical sector, providing investors with more options in CXO, innovative pharmaceuticals, and AI healthcare [1]