智通财经APP获悉，SaaS概念股持续表现活跃，医渡科技(02158)逆市涨超6%，截至发稿，涨6.15%，报5.35港元，成交额1.08亿港元。
消息面上，截至11月29日Wind统计数据显示，医渡科技持续获得南向资金加持，净买入医渡科技1285.21万股，占当日成交量比例为6.83%；近5个交易日累计净买入3784.7万股，占同期成交量的7.89%。从增减持金额来看，以增减持数量和成交均价为基准进行测算，南向资金当日净买入医渡科技7287.14万港元，连续5日净买入，近5个交易日累计净买入2.07亿港元。
中金发布研报指出，2025财年上半年，医渡科技继续优化并训练面向医疗垂直领域的大语言模型，聚焦70B参数的模型训练，建立数据中台+AI中台模式，在诊断和科研等场景落地AI功能。管理层在业绩会公开表示，当前公司研发费用中约50%投入到了AI大模型领域。根据业绩公告，2025 财年上半年，医渡科技中标西南地区某头部三甲医院数据平台建设及相关数据服务项目，项目金额超过1,200万元，该行认为AI中台或有望为公司带来新的增长机遇。
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