今日盘中,晶泰控股(02228)股价大涨5.12%,引发了市场的广泛关注。
据相关报道,交银国际指出,多家医药公司接入DeepSeek AI模型,AI加医疗加速落地。消费级医疗健康公司如晶泰控股所属的医渡科技(02158)等宣布接入DeepSeek模型,有望在疾病诊断、电子病历等领域获得AI赋能,提升服务效率。同时,AI大模型也可助力医药研发,提高药物设计效率,利好创新药企和CRO公司。
交银国际预计,在财政和医保利好政策的持续利好下,医药健康板块整体仍有较大估值修复空间,建议重点关注拥有AI应用场景优势的相关公司,如医渡科技、晶泰控股等。
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