智通财经APP获悉，医渡科技(02158)高开逾8%，截至发稿，涨8.5%，报8.68港元，成交额887.27万港元。
消息面上，近日， 医渡科技宣布已将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。中信证券认为，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。国内企业发布的AI医疗垂类大模型数量已超50个，且在应用落地层面悉数采用和美国市场相同的先B后C战略。
该行续指，国内大模型辅助诊疗应用落地具备两大驱动因素：1)基层医疗资源稀缺；2)AI诊疗智能化产品能以高性价比方式提高诊疗效率。据该行测算，2025-2029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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