智通财经APP获悉，信达生物(01801)涨超5%，截至发稿，涨5.34%，报41.4港元，成交额6.73亿港元。
消息面上，交银国际近日研报指出，AI技术正驱动医药板块发展，带来新机遇，建议投资者关注AI相关的创新技术以及其所推动的估值修复机会。该行指出，信达生物等多间医药公司宣布已接入或将接入DeepSeek，预期AI+医疗加速落地将协助企业提升医药研发效率、优化药物设计，为CRO和创新药企带来利好作用。
值得关注的是，今日盘后，恒生指数公司将公布恒生系列指数半年度审议结果。据中金此前估算，恒生指数调整方面，信达生物等位列符合纳入名单前列，有可能成为纳入的潜在候选者。据悉，信达生物2024年全年取得总产品收入超82亿元，同比保持40%以上的增长。其中，2024年第四季度，公司共取得总产品收入超20亿元，同比增长超25%。
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