智通财经APP获悉,平安健康(01833)涨超7%,截至发稿,涨7.11%,报8.89港元,成交额6.27亿港元。
消息面上,近日,平安健康相关负责人表示:“在‘平安医博通’多模态大模型、‘平安医家人’医生工作台基础上,公司现已完成DeepSeek部署及部分场景应用验证。通过将DeepSeek的AI技术与公司原有的AI系统相结合,将有助于平台提供更加精准的健康咨询和疾病诊断服务,并有望在医疗数据分析和患者管理方面实现质的飞跃。”
华泰证券研报指出,在特别分红相关安排结束及平安健康在平安集团内实现并表后,该行认为后续平安健康与集团内其他业务线的协同加强将是其基本面实现改善及估值提升的关键。此外,近期国内Deepseek 技术突破推动AI大模型技术平权,或有利于平安健康作为垂类龙头进一步高效率地将AI大模型应用于互联网医疗服务实践中,推动其优质的医疗服务数据释放实际价值。
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