爱康医疗（01789）今日盘中大涨5.06%，引发市场关注。该股在医疗器械板块集体走强的背景下表现突出。
消息面上，国家药监局近日公开征求《关于优化全生命周期监管 支持高端医疗器械创新发展的举措（征求意见稿）》意见。该举措旨在加快高端医疗器械标准体系的完善，包括医用机器人、人工智能医疗器械、高端医学影像设备等领域。这一政策信号被市场解读为对医疗器械行业，尤其是高端医疗器械领域的重大利好。
分析人士认为，这项政策将促进医疗设备市场的持续复苏。华泰证券指出，医疗领域设备更新利好政策将逐步对医疗设备业务产生需求端的拉动作用，预计未来三年内医疗设备公司，尤其是头部企业将持续受益。爱康医疗作为医疗器械行业的重要参与者，有望从这一政策红利中获得增长动力。
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