今日盘中,医渡科技(02158)大涨5.26%,引起市场广泛关注。这与人工智能技术在医疗领域的渗透和应用密切相关。
近日,医渡科技等多家公司宣布将接入DeepSeek-R1模型,这是一种人工智能技术,可以显著加快医疗行业AI技术的落地。分析师认为,AI大模型将赋能数字医疗服务公司,在疾病诊断与检测、药物研发等方面展现巨大潜力。医渡科技作为拥有数据入口优势、应用场景明确的公司,将直接受益于这一趋势。
此外,政策层面也持续利好医药板块。国家医保局再次发文强调医保回款改革,医药供货企业回款周期得以大幅缩短。分析师预计,随着财政及医保利好政策陆续出台,医药生物行业的发展前景十分光明。在资金关注度提升、估值修复等因素的推动下,医药股仍有较大上涨空间。
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