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A股異動丨AI醫療概念股大漲 衛寧健康一度漲超14% 華爲正式組建醫療衛生軍團
格隆匯 03-10 09:42
AI醫療概念股盤初大幅拉昇,其中,衛寧健康盤初一度漲超14%,國脈科技、潤達醫療、麥迪科技一字板漲停,思窗醫療、翰宇藥業漲超6%,迪安診斷、東華軟件、東軟集團等多股漲超5%。消息上,華爲於3月8日正式成立“醫療衛生軍團”,旨在整合5G、昇騰AI及盤古大模型等技術,構建AI輔助診斷體系,推動醫療大模型臨牀應用。華西證券研報表示,華爲新組建的醫療衛生軍團或將整合華爲在5G通信、雲計算、邊緣計算等領域的積累,依託昇騰計算架構與盤古大模型的技術底座,打造新一代智能醫療系統。國聯民生證券則表示,2025年有望成爲“AI+醫療”元年,DeepSeek的出現標誌着算力成本的大幅降低,大模型平民化時代有望到來,AI產業邏輯從算力往應用端全面延伸。醫療板塊具備較強AI應用挖掘潛力,一方面是很多細分產業會產生較多具備分析價值的高質量數據,AI賦能數據挖掘;另外一方面是醫療產業鏈相對複雜,各環節交互較多,適合商業模式的創新。(格隆匯)

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