港股異動丨AI醫療概念股拉昇 固生堂升超8% 京東健康升4%
港股AI醫療概念股拉昇,其中,固生堂升超8%,阿里健康、京東健康升近4%,微創機器人、平安好醫生跟升。華泰證券研報表示,近期,國內公立/民營醫院在AI佈局方面如火如荼(例如2月華為瑞金合作“瑞智病理大模型”,國際醫學、固生堂等諸多中西醫民營醫院紛紛宣佈接入DeepSeek等)。AI合作有望推動醫院端全病程效率提升,醫療服務或成為最快從中兑現收入/利潤的領域之一。疊加前期A/H醫療服務板塊估值處於歷史低位+有主營業務託底,看好後續該板塊持續受益AI合作催化。

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