金吾财讯 | 平安好医生(01833)临近午盘发力，午后股价震荡走高，截至发稿，涨3.85%，报6.48港元，成交额4.02亿港元，近日，平安健康在其“平安医博通”多模态大模型、“平安医家人”医生工作台基础上，已完成DeepSeek部署及部分场景应用验证。平安健康近年来在AI技术上的持续投入和创新，DeepSeek的接入，将进一步强化其技术护城河，提升其在行业中的领先地位。中信证券研报表示，医疗垂类大模型凭借更强的理解、生成、多模态能力，从提质、增效两条路径拓展了更复杂情境下的AI+医疗市场空间。海外企业商业化进展迅速，已在B端市场取得稳定收入并积极布局C端产品。经测算，2025-29年国内大模型智能诊疗产品B端、G端累计市场空间近200亿元，C端年理论市场空间超700亿元。拥有底层模型、数据壁垒以及产品客户积累的企业有望率先受益。
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