智通财经APP获悉，CRO概念股集体走高，截至发稿，维亚生物(01873)涨6.82%，报0.94港元；康龙化成(03759)涨4.3%，报15.54港元；泰格医药(03347)涨3.9%，报30.6港元；药明生物(02269)涨2.58%，报21.9港元。
消息面上，1月6日，FDA首次针对AI在药物和生物制品研发中的使用发布相关指南草案。此后，包括辉瑞和诺和诺德在内的多家头部药企公布AI制药合作。此外，据财联社报道，恒瑞医药内部全面开展DeepSeek应用，并将其纳入干部年度工作考核。
中泰证券认为，认为随着人工智能技术的日益成熟以及相关行业标准、注册审核体系的逐渐完善，AI在医药领域的实践应用正逐渐从场景探索走向商业化转化，GPT等革命性技术的出现有望进一步加速AI+医药/医疗的成果落地，预计未来有望率先在药物设计研发、辅助病理诊断等领域实现突破。
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