智通财经APP获悉，AI制药概念再度活跃，医渡科技(02158)盘中拉升逾9%，近两周交易日累计涨超60%。截至发稿，涨9.47%，报7.28港元，成交额8293.21万港元。
消息面上，近期DeepSeek带火AI应用，AI医疗与AI制药赛道备受关注。据悉，2025年年初以来，多家海外AI医疗公司关注度大幅提升，ARKInvest近期所发布的《BigIdeas2025》提到利用人工智能来“操作”数据将颠覆诊断、药物发现和治疗，中国医疗健康产业正迎来自身的“Deepseek时刻”。医渡科技此前宣布，已将DeepSeek人工智能模型整合至公司自主研发的 "AI医疗大脑"YiduCore，将进一步推动AI技术在医疗健康产业的规模化应用与创新实践。
交银国际发布研报称，当前，多家医药公司接入DeepSeek，AI+医疗加速落地。医渡科技等多家数字医疗领域公司宣布接入DeepSeek-R1模型。该行认为，AI大模型赋能数字医疗服务公司在疾病诊断/检测方面潜力显着。同时，能助力医药研发提高效率、优化药物设计，利好CRO和创新药企。结合后续财政和医保/商保利好政策有望继续出台、整体板块估值仍处历史底部，该行认为板块仍有较大修复空间。国信证券表示，考虑到海外部分AI制药/医疗对标企业极高的估值，国内AI制药/医疗领域具备广阔前景及想象空间。
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