金吾财讯 | “AI+医疗”概念火热，医渡科技(02158)涨10.38%，信达生物(01801)涨5.3%，晶泰控股(02228)涨3.97%，讯飞医疗科技(02506)涨3.07%，鹰瞳科技(02251)跟涨。
多家医药公司接入DeepSeek，医渡科技等多家数字医疗领域公司宣布接入DeepSeek-R1模型，恒瑞医药及信达生物也表示将全面开展DeepSeek应用工作。
“木头姐”此前公开表示，医疗保健是当前最被低估的AI应用领域，AI在药物研发、精准诊疗等场景的颠覆性潜力尚未被充分定价。
交银国际表示，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。
另外，高盛此前在2025年国际消费类电子产品展览会(CES)数字医疗健康专场中，即点明“AI+医疗”将成为该行业吸引全球资金最核心的投资主题。
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