On Friday (January 9th), the AI healthcare concept strengthened, driving the healthcare sector to fluctuate upwards. The largest healthcare ETF (512170) by total market scale surged over 2% in the afternoon, marking consecutive gains in the first week of the new year! Real-time turnover exceeded 800 million yuan.
In terms of constituent stocks, AI healthcare concept stocks led the gains. Winning Health Technology Group Co., Ltd. soared 13%, while Meinian Onehealth Healthcare Holdings Co., Ltd. and Guangzhou Kingmed Diagnostics Group Co., Ltd. hit the 10% daily limit-up. BGI Genomics rose over 9%.
On the news front, according to a January 8th report, OpenAI announced the launch of ChatGPT Health. This model, integrated into ChatGPT, is described as a "dedicated space for health-related conversations with ChatGPT." It can connect to electronic medical records and various health applications, generating responses that incorporate users' health information and personal context.
The global AI healthcare market is entering a trillion-yuan growth trajectory. A report from Grand View Research indicates that the global AI healthcare market size in 2024 is approximately $26.65 billion (about RMB 1.861 trillion) and is projected to surge to around $505.59 billion (about RMB 3.5 trillion) by 2033. This represents a compound annual growth rate (CAGR) of 38.8% during the period.
To capture the AI healthcare investment opportunity, consider the healthcare ETF (512170) and its off-market feeder fund (012323) as allocation tools. Its underlying index, the CSI Healthcare Index, covers 12 AI healthcare/brain-computer interface concept stocks with a combined weight exceeding 36%. The current price-to-earnings (P/E) ratio of the CSI Healthcare Index is 34.74 times, situated at the 39.22nd percentile over the past 10 years, meaning it remains lower than over 60% of the historical periods, indicating attractive allocation value.
Data is sourced from the Shanghai and Shenzhen Stock Exchanges, CSI Index Company, etc. ETF constituent weight data is as of December 31, 2024.
Risk Warning: The healthcare ETF and its feeder fund passively track the CSI Healthcare Index. The base date for this index is December 31, 2004, and it was published on October 31, 2014. Its annual historical returns for 2021-2025 were: -14.71%, -25.10%, -24.25%, -17.16%, and 3.08% respectively. The index's constituents are adjusted according to its compilation rules, and its backtested historical performance does not indicate future performance. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks are not investment advice of any form and do not represent the holdings or trading动向 of any fund managed by the management company. The fund manager assesses the risk rating of the healthcare ETF feeder fund as R4 - Medium-High Risk, suitable for Aggressive (C4) and above investors. The risk rating of the healthcare ETF is R3 - Medium Risk, suitable for Balanced (C3) and above investors. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only. Investors are solely responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any kind to readers, and no responsibility is accepted for any direct or indirect losses resulting from the use of this content. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Past fund performance is not indicative of future results. Fund investment carries risks, and fund investment must be approached with caution.
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