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AI醫療有望加速落地(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2518256974","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518256974?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 09:41","pubTimestamp":1741570894,"startTime":"0","endTime":"0","summary":"科创板日报3月7日消息,华为正式组建医疗卫生军团,将重点构建AI辅助诊断解决方案体系,推动医疗大模型在临床场景的应用。华为大模型在医疗早有布局,赋能生命科学+药械企业+医疗健康。上海市肺科医院最新完成DeepSeek本地化部署,还将接入医渡AI中台,与“AI 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09:39","pubTimestamp":1741570740,"startTime":"0","endTime":"0","summary":"国金证券近日发布通信行业周报:国产大模型引领AI普惠浪潮,算力需求激发产业动能。财报显示,该公司第一财季业绩、第二财季营收指引双双超出预期,预计第二财季AI半导体营收将达到44亿美元,AI计算支出仍然强劲。2025年国内算力需求与算力密度进一步攀升,液冷渗透率有望进一步提高,相关供应商迎发展机遇。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310110216963f9870&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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港股互聯網醫療股全線衝高 阿里健康漲6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2518825591","media":"市场资讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518825591?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 09:33","pubTimestamp":1741570380,"startTime":"0","endTime":"0","summary":"3月10日消息,互联网医疗全线冲高,阿里健康涨6%,平安好医生涨超5%。消息面上,随着全国两会持续释放医改信号,医药行业迎来新机遇。两会工作报告中,提到2025年医药卫生工作部署将聚焦创新、医保及服务改革三大方向,强调基层医疗能力提升、优质资源下沉与区域均衡布局。在院外市场持续扩容背景下,阿里健康、京东健康等深耕基层C端市场,及药师帮等聚焦院外基层B端业务的企业或成主要受益者。业内人士认为,随着AI赋能不断深入,医药行业有望迎来新的发展机遇。具体到来看,近期已有多家医药头部企业宣布接入AI大模型,而国内政策的支持也为AI医疗的商业化进程提供了有力保障。责任编辑:王若云","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310093739a269254d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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09:31","pubTimestamp":1741570273,"startTime":"0","endTime":"0","summary":"事前预期为16万和4%。市场不断挖掘补涨类新面孔。本周一,港股通标的将正式调整。相关涨幅不大调入品种可关注。机构认为中国AI产业链终于形成了闭环生态链,恒生指数本周看涨。不过,瑞银的策略分析师也表示,目前中国市场相对于新兴市场有高达 40% 的深度折价, 这意味着长期来看上行风险大于下行风险。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1259563.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09626","BK4505","LU2097828631.EUR","SG9999001051.SGD","BK4531","BK1587","BK1618","BK4513","LU2097828714.EUR","BK4085","BK4577","LU2097828805.USD","LU2097828474.EUR","BK4504","BK4510","BK1575","BK1617","BK1104","02158","IE0034224299.USD","SG9999003461.SGD","BK1615","BK4077","BK4503","BK1189","BK1518","BK4526","BK4509","BK4554","LU2097828557.USD","BK4563","BK1588","BK4548","BK4585","SG9999006597.SGD","BK4566","SG9999001069.SGD","SG9999001093.SGD","BK4588","BK1095","BILI","BK1608"],"gpt_icon":0},{"id":"2518957255","title":"商湯-W(00020)出現大手賣出200萬股,成交價$1.74,涉資348萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2518957255","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518957255?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 09:20","pubTimestamp":1741569600,"startTime":"0","endTime":"0","summary":"[大手成交]商汤-W(00020)在上午09:20出现大手卖出,成交量为200万,成交价为港币$1.74,涉资348万。至目前为止,股价跌0.571%,今日最高价为$1.74,而最低价为$1.74,总成交量为1.637千万股,总成交金额港币$2.862千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145549237_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2503106/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1613","BK1615","BK1109","80020","00020"],"gpt_icon":0},{"id":"2518662522","title":"買台SU7 Ultra要等40周,罪魁禍首是它","url":"https://stock-news.laohu8.com/highlight/detail?id=2518662522","media":"差评","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518662522?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 09:17","pubTimestamp":1741569469,"startTime":"0","endTime":"0","summary":"在 SU7 Ultra 锁单用户当中, 63% 的人选了碳纤维的开孔机盖, 89% 的人选了碳纤维尾翼。宝马碳纤维车顶制造过程那小米 SU7 Ultra 呢?小米汽车产品经理潘晓雯透露过, SU7 Ultra 的碳纤维机盖要在热压罐里面呆 6 个小时。这个碳纤维自行车架刚出来的时候完全不好看上面这么多工序下来,难怪现在 SU7 Ultra 等车得 40 个星期。。而雷军与小米 SU7 Ultra 的这波营销 + 销量的成功,或许能够推动碳纤维行业向全自动化生产迈进。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8hbVZrcKlrX","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0572944931.SGD","LU0456846285.SGD","LU1282648689.USD","BK1618","HXXD.SI","LU0348814723.USD","LU0823397285.USD","LU0531971595.HKD","01810","LU2097828714.EUR","BK1615","LU0797268264.HKD","LU0307460666.USD","LU2778985437.USD","LU0918141887.USD","LU0164880469.USD","81810","LU1720050803.USD","LU0348735423.USD","LU1303224171.USD","IE0034224299.USD","LU0211977185.USD","LU2226246903.HKD","LU2097828557.USD","SG9999002463.SGD","LU2476274308.USD","LU1770036033.HKD","LU0327786744.USD","LU1023057109.AUD","LU0456827905.SGD","LU1719994722.HKD","LU1813983027.USD","LU0359201885.HKD","BK1193","LU1961090484.USD","LU0345776255.USD","LU0314109678.HKD","LU1481107354.HKD","LU0345775950.USD","LU2039709279.SGD","LU0823413587.USD","LU0359201612.USD","LU0052750758.USD","LU2097828805.USD","LU0611395673.USD","LU1794554557.SGD","LU0823413660.USD","LU0051755006.USD","LU0823426308.USD"],"gpt_icon":1},{"id":"2518230966","title":"美團-W根據股份計劃發行6310.27萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2518230966","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518230966?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 08:37","pubTimestamp":1741567020,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 美团-W(03690)发布公告,于2025年3月6日-3月7日根据股份计划发行合计6310.27万股。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-03-10/doc-inepcncv6700738.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0700851271.USD","LU1328615791.USD","IE00BF5LJ272.USD","LU1770036033.HKD","LU0348827113.USD","LU0577902611.USD","LU0054450605.USD","LU1831875114.USD","LU0593848301.USD","BK4122","LU0672654166.SGD","LU0589944569.HKD","LU1794554557.SGD","LU0345775950.USD","LU1242518931.SGD","LU1960683339.HKD","LU2097828805.USD","LU1807302812.USD","LU0326948709.USD","LU1808992512.USD","LU0307460666.USD","LU0456846285.SGD","LU0463099449.HKD","LU0633140727.USD","LU0828237940.HKD","LU0348805143.USD","LU1880383366.USD","HMTD.SI","LU0345776255.USD","LU0823039010.USD","BK1521","LU0541501648.USD","LU1226287529.USD","LU0449515922.USD","LU0708995583.HKD","LU2226246903.HKD","LU0543330483.HKD","LU0052750758.USD","BK4209","LU0287142896.SGD","LU1880383440.USD","LU0251144936.SGD","BK1142","LU0143863784.USD","03690","BK1615","LU1719994722.HKD","LU0979878070.USD","LU1224709979.USD","MPNGY"],"gpt_icon":0},{"id":"2518230197","title":"互聯網醫療的“新敍事”:京東健康在“無人區”拓荒","url":"https://stock-news.laohu8.com/highlight/detail?id=2518230197","media":"懂财帝","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518230197?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 08:26","pubTimestamp":1741566360,"startTime":"0","endTime":"0","summary":"作为医疗健康服务的标杆,京东健康率先反内卷,闯入“无人区”拓荒。截至2024年末,京东互联网医院的日均在线咨询量已超49万。2 | 继续筑牢“地基”互联网医疗盈利魔咒长期萦绕,京东健康率先突围。渠道和供应链,是京东健康的“长板”。另外,京东健康积极“拓荒”,探索全新的医疗健康线下业态。专业、严肃的医疗能力,是互联网医疗的核心,京东健康从不敢懈怠。可以说,京东健康,已经成长为“六边形全能战士”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310083853963f6dce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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还称小米被造谣致股价下跌!】雷军又上热搜了!这一次是因为雷军吐槽去年国庆时曾遭“AI语音雷军”的恶搞,导致不少网友称国庆有7天假,却被“AI语音雷军”整整骂了8天。另一个热搜却是雷军表示,小米曾遭造谣被证监会调查导致股价下跌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202503093340530862.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202503093340530862.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1575","LU0359202008.SGD","LU0164880469.USD","LU0531971595.HKD","LU0918141887.USD","BK1502","LU2097828557.USD","LU1808992512.USD","LU0149721374.USD","LU0823413587.USD","LU2097828714.EUR","HXXD.SI","BK1607","LU0348735423.USD","BK1615","LU1813983027.USD","LU1328277881.USD","BK1506","LU0797268264.HKD","LU0456827905.SGD","BK1523","LU0871576103.HKD","LU0572944931.SGD","LU0540923850.HKD","LU1251922891.USD","LU2226246903.HKD","LU1282648689.USD","LU0823426308.USD","BK4608","LU1770036033.HKD","XIACY","LU0359201612.USD","LU1105468828.SGD","LU0345775950.USD","LU0611395673.USD","LU2476274308.USD","LU0039217434.USD","LU1023057109.AUD","LU1880383440.USD","BK1521","LU2097828805.USD","01810","LU0417516738.SGD","LU1720050803.USD","BK1193","LU0051755006.USD","LU2097828474.EUR","LU1880383366.USD","81810"],"gpt_icon":1},{"id":"2518611402","title":"京東健康:盈利能力穩步提升 AI醫療服務場景深化","url":"https://stock-news.laohu8.com/highlight/detail?id=2518611402","media":"天风证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2518611402?lang=zh_tw&edition=fundamental","pubTime":"2025-03-10 00:00","pubTimestamp":1741536000,"startTime":"0","endTime":"0","summary":"事件:京东健康发布2024 年业绩。2024 年,京东健康在18 个城市开通线上医保支付服务,接入超3,000 家医保定点药房,覆盖人口超1 亿。此外,居家检测、上门护理等创新服务覆盖12 个城市,医疗健康服务场景进一步下沉。2024 年,公司毛利率提升至22.9%,主要因高毛利服务收入占比提升及商品组合优化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310131630a2696874&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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净利率8.2%,高于我们预期,主要因合作商家数增长较快带动服务收入高增长。根据公司公开业绩电话会指引,公司预计2025 年收入端或将提速,实现双位数增长。2024 表观利润水平良好,新业务方向加大投入或影响短期利润表现。风险医疗消费复苏弱于预期,行业竞争加剧,费用投入超预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310185626abf2c30b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1741536000,"startTime":"0","endTime":"0","summary":"摘要DeepSeek 与阿里的技术创新引领国内AI 产业变革。AI 助推阿里云增速中枢上行,苹果阿里合作前景广阔。多业态叠加AI 增长动力,共同推动阿里云业务实现全面增长,大模型及AI 技术重构产品生态,进一步驱动阿里云营收提升。AI 应用市场潜力巨大,有望逐步起量贡献增长动能。在战略层面,阿里聚焦C 端产品并叠加AI 赋能,成立智能信息事业群,通过数据打通与AI 技术驱动新流量入口,进一步提升用户触达效率。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250310111621a2694562&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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