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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  财联社4月25日讯(编辑胡家荣)受七部门联合印发《医药工业数智化转型实施方案(2025-2030年)》政策利好提振,港股AI医疗概念股在今日早盘走强。

注:AI医疗概念股的表现

  截至发稿,景泰控股(02228.HK)涨4.08%、医渡科技(02158.HK)涨4.06%、微创机器人-B(02252.HK)涨1.74%。

  具体来看,这一方案提出,深化人工智能赋能应用。支持相关单位建立医药大模型创新平台,协同开展医药大模型技术产品研发、监管科学研究等,强化标准规范、科技伦理、应用安全和风险管理等规则建设。

  开展“人工智能赋能医药全产业链”应用试点,鼓励龙头医药企业与医疗机构、科研院所、上下游企业、大用户等组成联合体,面向医药全产业链形成一批效果显著的标志性应用场景。

  鼓励各地建设医药人工智能领域概念验证、中试验证、共性技术、知识产权运营、开源社区等公共服务平台。

  多家机构认为,政策将催化医药产业数智化转型进入快车道

  华泰证券指出,AI技术可显著提升全病程管理效率,缩短诊断周期50%以上,同时降低临床试验成本30%-40%,医疗行业或成AI技术商业化的前沿阵地。

  中信建投强调,AI在医疗器械功能升级、检验结果解读、临床决策支持等场景的应用价值突出,企业通过DeepSeek等工具可实现降本增效,强化竞争优势。

  中国信通院院长余晓晖称,政策将推动医药工业与AI深度融合,加速新药研发效率及高端制剂突破,重构行业生态格局。

  天风证券缪欣君表示,Deepseek推动AI平权,随着企业部署AI进入“零门槛”时代,企业自身的数据的价值与稀缺性正逐步凸显。AI医疗的核心矛盾正在从“大模型+算力的军备竞赛”转向“数据价值重估”。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  腾讯控股(00700)早盘上涨2.76%,现报484港元,成交额71.61亿港元。

  中金发布研报称,腾讯控股SPARK2025腾讯游戏发表4月22日举办,本次发表会共发布46款产品的最新动态,包含多款新游的测试信息。整体看,中金认为腾讯游戏2025年趋势仍然较好。2025年下半年国内游戏虽面临去年较高流水基数,但公司长青游戏内力深厚,新游有条不紊推进,预期腾讯游戏营收全年同比仍有望增10%。

  该行指出,除了新游以外,腾讯仍将自己的大部分精力聚焦在长青旗舰产品中,如《王者荣耀》、《和平精英》、《英雄联盟》IP、《穿越火线》IP、《地下城与勇士》IP等。根据SensorTower,中金计算腾讯2025年第一季度国内重点游戏流水年增率较快,其中《和平精英》同比涨幅最快,《王者荣耀》《穿越火线》等亦有不错的同比增长,《三角洲行动》环比增长较快,认为这证明腾讯聚焦长青游戏运作的能力。

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