智通财经APP获悉，医渡科技(02158)涨超12%，截至发稿，涨12.55%，报7.89港元，成交额5818.03万港元。
消息面上，华为正式组建医疗卫生军团，将重点构建AI辅助诊断解决方案体系，推动医疗大模型在临床场景的应用。天风证券表示，AI平权赋能医疗数据价值重估，建议重点关注具有高质量数据、稀缺性应用场景和多模态融合数据的相关方向，如AI+健康管理、AI+检测诊断诊疗、AI+医生数字平台、AI+医疗信息化，以及AI+药物研发的相关公司。值得一提的是，医渡科技与华为在2023年启动大模型联合创新，基于升腾AI基础软硬件，双方打造了医疗大模型一体机，为客户提供开箱即用的AI全栈解决方案。
此外，医渡科技今早宣布，医渡AI中台的朋友圈又添新成员。上海市肺科医院不仅已经完成DeepSeek本地化部署，还将接入医渡AI中台，与医渡科技“AI 医疗大脑”YiduCore“组队”，提升医疗管理效能。花旗此前指出，在短期内，AI技术通过提高运营效率帮助企业降低员工成本。而从中长期来看，随着技术的不断成熟和应用的深入，市场将迎来蓬勃发展的黄金时期。医渡科技凭借其自主研发的AI技术以及行业积累，有望充分受益于这一趋势。该行予医渡科技“买入”评级，将其目标价从8港元上调至12港元。
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