智通财经APP获悉，微创系早盘集体走高，截至发稿，微创医疗(00853)涨7.57%，报8.1港元；微创脑科学(02172)涨6.34%，报11.74港元；微创机器人-B(02252)涨5.94%，报20.7港元。
西部证券指出，DeepSeek-R1模型落地以来，接入药企数量持续增加，AI+医疗有望加速落地，推动医疗精准度、效率、数据处理等方面的提升，建议关注AI技术变革在医药各应用场景下带来的变化与催生的新机遇。
国金证券指出，多家器械企业宣布接入DeepSeek，AI有望赋能行业发展。AI的兴起将赋能医疗器械行业发展，通过深度学习、强化学习和垂直领域优化训练等方式，DeepSeek在打造垂直行业定制化AI引擎方面优势突出，有望激发数智医疗行业潜能，相关研发布局的企业有望获得更强竞争力。中信建投发布研报称，AI医疗在提升医疗器械功能、检查检验结果解读、辅助临床医生决策、健康管理等多个领域的应用价值巨大。
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