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AI医疗最新利好消息汇总!国际巨头扎堆入局,AI+脑机接口等技术或行业成贯穿全年最强投资逻辑
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - WuXi AppTec (药明康德) is a leading global pharmaceutical R&D outsourcing company with a comprehensive layout in AI healthcare, integrating AI technology throughout the drug development process [1] - The AI drug discovery platform developed by WuXi AppTec utilizes machine learning to analyze vast compound data, significantly shortening the early development cycle of small molecules and biologics [1] - The platform has been applied in new drug development projects for oncology and neurodegenerative diseases [1] Group 2 - Aier Eye Hospital (爱尔眼科) is a leading domestic eye care chain focusing on the intelligent upgrade of the entire eye diagnosis and treatment process through AI [2] - The AI fundus screening system developed by Aier can accurately identify common eye diseases with an accuracy rate exceeding 95%, implemented in over a thousand grassroots eye clinics and health check centers nationwide [2] - The company also utilizes AI technology to create personalized correction plans for myopia patients and enhance the precision and safety of surgeries [2] Group 3 - Kanglong Chemical (康龙化成) is a core player in the domestic pharmaceutical R&D outsourcing sector, leveraging AI technology to enhance R&D service efficiency [3] - The AI drug development platform integrates molecular simulation and machine learning, reducing compound screening cycles from months to weeks [3] - AI is also used to construct disease models and simulate drug metabolism processes, improving data accuracy and reducing animal usage [3] Group 4 - Tigermed (泰格医药) is a leading clinical trial CRO in China, focusing on the intelligent transformation of the entire clinical trial process through AI [4] - The AI clinical trial management system enables intelligent project initiation, patient recruitment, and data management, improving recruitment efficiency by over 30% [4] - AI algorithms are employed for real-time monitoring of clinical trial data, providing precise risk warnings and decision-making support for pharmaceutical companies [4] Group 5 - Kelaiying (凯莱英) is a global leader in the pharmaceutical CDMO sector, applying AI technology to enhance drug production and R&D [5] - AI algorithms are used to design optimal chemical synthesis pathways, reducing production costs and enhancing safety and yield [5] - The company has developed an AI drug R&D platform to predict the physicochemical properties and biological activity of compounds, aiding in the rapid selection of candidate drug molecules [5] Group 6 - Meinian Health (美年健康) is a leading health checkup company in China, with AI healthcare as a core driver for upgrading its services [6] - The AI intelligent health check system covers the entire process from appointment scheduling to health report interpretation, with AI imaging diagnosis achieving accuracy close to that of professional doctors [6] - The company integrates national health check big data to conduct chronic disease trend research, supporting public health decision-making [6] Group 7 - Zhaoyan New Drug (昭衍新药) is a leader in non-clinical safety evaluation of drugs, focusing on the intelligent upgrade of drug safety evaluation through AI [7] - The AI drug safety prediction platform integrates vast toxicology data and machine learning algorithms to predict potential toxicity of new drugs early [7] - AI technology is also used for intelligent monitoring of experimental animals, enhancing data accuracy and reliability [7] Group 8 - BGI Genomics (华大基因) is a leading global player in the field of gene sequencing, deeply integrating AI technology with gene sequencing [8] - AI algorithms are applied to analyze gene sequencing data, significantly improving the efficiency and accuracy of genetic disease diagnosis [8] - The company has developed a big data platform to support precision medicine and drug development through AI analysis of vast genetic data [8] Group 9 - Tongce Medical (通策医疗) is a leading domestic dental care chain focusing on the intelligent upgrade of dental diagnosis and treatment through AI [9] - The AI dental imaging diagnosis system can automatically analyze dental CT and panoramic images, assisting dentists in making accurate diagnoses [9] - The company also utilizes AI technology to optimize patient appointment and triage systems, enhancing patient flow and reducing wait times [9] Group 10 - Haoyuan Pharmaceutical (皓元医药) is a core player in the domestic pharmaceutical reagents and raw materials sector, focusing on intelligent upgrades in drug and reagent development through AI [10] - The AI molecular design platform significantly shortens the discovery cycle of lead compounds in drug development [10] - AI technology is also used to optimize inventory management, reducing costs and improving supply chain efficiency [10] Group 11 - Jiuzhou Pharmaceutical (九洲药业) is an important player in the domestic CDMO sector, focusing on the intelligent upgrade of drug production and R&D through AI [11] - AI algorithms are utilized to design optimal chemical synthesis pathways, enhancing yield and reducing production costs [11] - The company has developed an AI drug R&D platform to predict the biological activity and pharmacokinetic properties of compounds [11] Group 12 - KingMed Diagnostics (金域医学) is a leading third-party medical testing company in China, with AI healthcare applications throughout the testing process [12] - The AI data analysis system can automatically analyze vast testing data, quickly identifying abnormal indicators and generating reports [12] - The company also integrates national testing big data to conduct epidemiological research, supporting public health prevention efforts [12] Group 13 - Dian Diagnostics (迪安诊断) is a leading third-party medical diagnostic service provider, with AI healthcare as a core driver for enhancing diagnostic capabilities [13] - The AI diagnostic platform covers multiple fields, achieving over 90% accuracy in identifying tumor cells and infectious lesions [13] - AI technology is also used to optimize testing processes, improving laboratory throughput and efficiency [13] Group 14 - Chengdu XianDao (成都先导) is a leading new drug development company, deeply integrating AI technology with its core DNA-encoded compound library business [14] - AI algorithms are used to design DNA-encoded compound libraries, significantly improving screening efficiency and hit rates [14] - The company has developed a cloud computing platform for AI drug R&D, providing intelligent services to global pharmaceutical companies [14] Group 15 - Sanbo Brain Science (三博脑科) is a specialized medical service institution in the field of neurosurgery, with AI applications in both healthcare and brain-computer interface technology [15] - The AI neuroimaging diagnosis system can automatically analyze brain CT and MRI images, assisting in diagnosing neurological diseases [15] - The company collaborates with research institutions to conduct clinical studies on brain-computer interfaces, helping patients regain motor function [15] Group 16 - Innovation Medical (创新医疗) is a comprehensive medical service enterprise focusing on intelligent upgrades in rehabilitation and orthopedic diagnosis through AI [16] - The AI rehabilitation assessment system collects patient movement data to automatically evaluate rehabilitation effectiveness and adjust training plans [16] - AI technology is also used to analyze X-ray and CT images for orthopedic diagnosis, enhancing the precision of surgical planning [16]
AI应用商业化拐点已至!GEO崛起重构流量逻辑,豆包元宝等APP普及,2026行业赛道迎来爆发式增长
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - Tongdahai, located in Chongqing, is a core service provider in the court informationization sector, focusing on judicial AI applications with over 2,000 courts using its products nationwide [1] - The company's intelligent document generation system improves judges' work efficiency by over 50%, while its intelligent case allocation system meets the smart management needs of courts [1] - As demand for judicial AI continues to grow, the company is expected to enhance its market coverage and commercialization capabilities, becoming a key beneficiary in the judicial AI sector [1] Group 2 - Tianlong Group, based in Shantou, Guangdong, operates in digital marketing and ink chemicals, with a strong focus on AI applications in digital marketing [2] - The company’s advertising optimization through AI technology has increased conversion rates by over 30% compared to traditional methods [2] - AI applications are driving the company's performance growth, leveraging its technical expertise and channel resources to meet advertisers' needs [2] Group 3 - Guangyun Technology, a leading player in the e-commerce SaaS sector based in Hangzhou, focuses on AI application development for e-commerce scenarios [3] - Its AI selection system provides precise product recommendations based on comprehensive e-commerce data analysis [3] - The company is expected to maintain its leading position in the e-commerce AI sector as demand for intelligent solutions increases [3] Group 4 - Zhangqu Technology, located in Beijing, is an established player in the mobile gaming industry, innovating AI applications in game development [4] - AI-generated content tools reduce development cycles by 20%-30% and costs by over 15% [4] - The company is positioned to leverage AI applications for intelligent transformation in the gaming business [4] Group 5 - Zhuoyi Information, based in Wuxi, Jiangsu, specializes in cloud computing infrastructure and AI computing power services [5] - The company optimizes AI computing power scheduling efficiency, supporting large model training and inference [5] - As demand for AI computing power continues to grow, the company is set to benefit significantly from its foundational role in AI application deployment [5] Group 6 - Dian Diagnostics, a leading third-party medical diagnostics company in Hangzhou, focuses on AI applications in the medical field [6] - Its AI diagnostic systems achieve over 95% accuracy in identifying cancer cells and enhance diagnostic efficiency [6] - The company is expected to expand its AI application scenarios in the medical sector, driving intelligent transformation in diagnostics [6] Group 7 - Zhidema, based in Beijing, operates a consumer content and shopping guide platform, integrating AI technology for consumer decision-making [7] - The platform's conversion rate is 40% higher than the industry average due to its AI recommendation system [7] - AI applications are crucial for enhancing user experience and monetization in the consumer sector [7] Group 8 - Yidian Tianxia, located in Xi'an, focuses on AI marketing applications for cross-border e-commerce and overseas enterprises [8] - The company’s AI creative platform generates multilingual advertising materials, adapting to various cultural contexts [8] - As demand for cross-border AI marketing grows, the company is positioned as a key bridge for enterprises entering AI applications [8] Group 9 - Weishidun, a digital transformation service provider, specializes in AI applications for the financial and government sectors [9] - Its intelligent risk control system effectively identifies financial risks, reducing bad debt rates [9] - The company is expected to expand its market share in financial and government AI solutions as demand increases [9] Group 10 - Xinlicheng, based in Zhengzhou, focuses on AI applications in grassroots medical services and health management [10] - The company’s AI-assisted diagnostic systems enhance the capabilities of grassroots doctors [10] - As the government promotes improvements in grassroots medical capabilities, the company is set to enhance service accessibility and quality through AI [10] Group 11 - Waifu Holdings, located in Shanghai, is a leader in human resources services, integrating AI technology into its applications [11] - The AI recruitment system improves hiring efficiency by over 60% [11] - The company is positioned to expand its AI applications in human resources, driving the sector's digital transformation [11] Group 12 - Zhonggong Education, based in Wuhu, is a leading vocational education company focusing on AI applications [12] - Its AI learning platform generates personalized study plans, enhancing learning efficiency [12] - The company is expected to solidify its leading position in vocational education through innovative AI applications [12] Group 13 - Zhizhen Technology, located in Beijing, focuses on AI applications in the telecommunications sector [13] - Its AI network operation system enhances network stability and reduces operational costs [13] - The company is set to expand its market share in telecommunications AI solutions as demand grows [13] Group 14 - Visual China, based in Chongqing, is a leader in visual content services, leveraging AI to transform content production and transaction [14] - The company’s AI content generation platform supports efficient visual content creation [14] - As demand for AI-generated visual content increases, the company is positioned to benefit significantly in this sector [14] Group 15 - Yiyuan Media, located in Beijing, is an integrated marketing service provider focusing on AI marketing applications [15] - The company’s AI marketing creative platform generates advertising materials quickly, adapting to short video marketing needs [15] - AI is a core technology driving innovation in the marketing sector, positioning the company as a leader in AI marketing [15] Group 16 - Shenguang Group, based in Guangzhou, is a leading advertising marketing company that integrates AI technology into its global marketing applications [16] - The company’s AI creative center generates multilingual advertising content, catering to overseas market needs [16] - As cross-border AI marketing demand grows, the company is expected to strengthen its position in the marketing industry [16]
1月13日主题复盘 | 商业航天大分歧,AI医药表现抢眼,大消费、原油、电网等板块轮番异动
Xuan Gu Bao· 2026-01-13 09:38
一、行情回顾 市场全天震荡调整,盘面上,主线商业航天出现大分歧,中国卫通、航天科技等多股跌停;AI应用则顺势加强后分歧,AI医疗、AI制药表现突出,美年健 康、泓博医药、博济医药、兰卫医学等集体涨停;受益于主线分歧,今日盘中多个板块出现异动,油气股、消费、锂电等板块早盘盘中拉升,无人驾驶、变 压器午盘拉升。个股跌多涨少,沪深京三市约3700股飘绿,今日成交3.7万亿,再次刷新历史记录。截止收盘沪指跌0.64%,深成指跌1.37%,创业板指跌 1.96%。 | 风口板块 更多 | | | | | | 涨跌幅榜 更多 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Al营销 | +1.77% | Al医疗 | +2.55% | 油服 | +1.44% | 精准医疗 +3.72% | 减肥药 +3.27% | CAR-T疗法 +3.22% | 航天 -6.17% | HEPS概念 -5.83% | | GEO (人工智能营销优化) 引关 | | AI4S推动创新药发展;OpenAl | | WTI原油日内 ...
VIP机会日报AI应用概念逆势上涨 AI+医疗持续活跃 人气公司收获3连板
Xin Lang Cai Jing· 2026-01-13 09:10
转自:智通财经 注:智通财经VIP为内容资讯产品,并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议,非未来走势预测。投资有风险,入市需谨慎。 市场热点一 AI应用 近期马斯克也宣布将开源X推荐算法,GEO(生成式引擎优化)概念站上风口,其本质是面向大模型的 内容优化策略,核心目标是让AI生成答案时优先引用、采纳自身内容。 《九点特供》:盘前必读的特供早报。 1月12日07:59《九点特供》 追踪到DeepSeek据称将于2月发布其最新旗舰AI模型,提及卓易信息:公司 深耕AI+编程领域,新发布的SnapDevelop专业版,内嵌AI编程助手,目前支持Deepseek、通义千问、豆 包等主流AI模型,截至1月13日收盘,其2日最高涨幅达31.88%。 卓易信息(688258) 01-13 15:48:48 沪 科 融 所属行业:计算机-1.87% > 查看所属板块 > 信创 云计算 +17.32 +13.13% -1.79% 最相关 -1.94% 158.26 成交量 今 开 158.26 最 高 16.2万手 昨 收 最 低 24.3亿 成交额 131.88 139.00 181亿 ▲ 换手率 ...
医疗服务板块1月13日涨4.15%,诺思格领涨,主力资金净流入14.97亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-13 09:00
证券之星消息,1月13日医疗服务板块较上一交易日上涨4.15%,诺思格领涨。当日上证指数报收于 4138.76,下跌0.64%。深证成指报收于14169.4,下跌1.37%。医疗服务板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301333 | 诺思格 | 76.48 | 20.01% | 5.52万 | | 3.97亿 | | 301257 | 電影斯 | 72.24 | 20.00% | 2.29万 | | 1.56亿 | | 301230 | 泓博医药 | 56.64 | 20.00% | 5.72万 | | 3.24亿 | | 301060 | 兰卫医学 | 13.28 | 19.96% | 1 35.21万 | | 4.41亿 | | 300404 | 博济医药 | 12.92 | 19.96% | 62.71万 | | 7.76亿 | | 300244 | 迪安诊断 | 29.16 | 11.90% | 151.60万 | | 46.46亿 | ...
收评:创业板指冲高回落跌近2%,商业航天概念股集体退潮
Feng Huang Wang Cai Jing· 2026-01-13 07:09
下跌方面,商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫,顺灏股份、中国卫通等多股跌停。 凤凰网财经讯 1月13日,三大指数集体调整,深成指跌超1%,创业板指冲高回落跌近2%。沪深两市成交额3.65万亿,较上一个交易日放量496亿。 盘面上,全市场超3700只个股下跌。截至收盘,沪指跌0.64%,深成指跌1.37%,创业板指跌1.96%。 从板块来看,AI应用概念逆势上涨,十余只成分股涨停,引力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃,美年健康3连板,泓博医药、新赣江 等多股涨停。电网设备概念午后走强,特变电工、三变科技涨停。零售概念表现活跃,三江购物2连板。 封板率 52.00% 封板 66 触及 62 昨涨停今表现 1.06% 高开率 85% 获利率 涨停表现 ...
一则大消息!这个板块掀“涨停潮”
天天基金网· 2026-01-13 05:19
1月13 日上午,A股三大股指 集体下跌。 截至午间收盘,沪指 报4163.84点,跌0.03 % ; 深证成指 跌0.31 %,创业板指 跌0.83 %。 | 4163.84 | My 16 ---- | 14321.80 | Myro ---- | 3360.23 | Min | | --- | --- | --- | --- | --- | --- | | 上证指数 -0.03% | | 深证成指 -0.31% | | 创业板指 -0.83% | | 个股 涨多跌少,全 市场 共2427 只个股上涨, 81 只个股涨停 ;2862 只个股下跌。 上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 从板块看, 医疗服务、锂矿、贵金属、保险等板块涨幅居前,商业航天、通信设备、船舶制 造等板块下挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 医疗服务 | CRO | 锂矿 | SPD | 盐湖提锂 ...
AI医疗板块全线井喷,“阿福概念股”引爆涨停潮
Ge Long Hui· 2026-01-13 05:11
市场分析认为,本轮行情核心驱动力在于产业趋势的明确确认。一方面,蚂蚁集团旗下的AI健康助 手"蚂蚁阿福"自发布后短期内月活用户突破3000万,单日提问量超千万,验证了健康AI赛道的巨大需求 和市场想象力。 与此同时,继"蚂蚁阿福"后,OpenAI于1月8日正式推出健康功能"ChatGPT Health",标志着全球顶尖AI 公司一致看好并重仓健康AI赛道。市场观点指出,拥有成熟场景、与领先AI应用形成生态合作的医疗 健康公司,有望在此轮产业浪潮中持续受益。 今日,AI医疗与制药概念板块持续拉升,呈现井喷行情。板块内多只个股涨停,其中与"蚂蚁阿福"相关 的概念股成为绝对主线,表现最为强劲。华人健康、思创医惠收获"20厘米"涨停;美年健康、迪安诊断 双双录得连续第三个涨停板,卫宁健康等多只个股涨幅超过10%。 统计显示,自蚂蚁阿福2015年12月中旬面世以来,其生态辐射效应持续释放,相关概念股迎来重估。其 中,华人健康股价涨幅已接近翻倍,卫宁健康涨超80%,美年健康涨超50%。 ...
一则大消息!这板块掀“涨停潮”
Zhong Guo Ji Jin Bao· 2026-01-13 04:48
1月13日上午,A股三大股指集体下跌。截至午间收盘,沪指报4163.84点,跌0.03%;深证成指跌0.31%,创业板指跌0.83%。 【导读】上午A股三大指数集体下跌,保险、医疗服务、贵金属、锂矿逆市上涨 个股方面,中国人寿涨超3%,现报50.94元/股,最新市值达12794亿元。 个股涨多跌少,全市场共2427只个股上涨,81只个股涨停;2862只个股下跌。 从板块看,医疗服务、锂矿、贵金属、保险等板块涨幅居前,商业航天、通信设备、船舶制造等板块下挫。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 医疗服务 6.61% | CRO 6.28% | 锂矿 4.86% | SPD 4.77% | 盐湖提锂 4.44% | 文化传媒 4.05% | 生物科技 4.05% | 贵金属 3.91% | 教育 3.09% | 化肥农药 2.44% | | 拼多多合作商 4.22% | 基因检测 3.95% | AI医疗 3.69% | 减肥药 3.3 ...
商业航天概念,走势分化
财联社· 2026-01-13 03:52
下跌方面,可控核聚变概念集体下挫,中洲特材、王子新材大跌。截至收盘,沪指跌0.03%,深成指跌0.31%,创业板指跌0.83%。 今日早盘,A股创业板指冲高回落,盘中一度跌超1%。沪深两市半日成交额2.44万亿,较上个交易日放量1283亿。盘面上热点快速轮动,全市场超 2800只个股下跌。 从板块来看, AI应用概念延续强势, 十余只成分股涨停,引力传媒、利欧股份、省广集团涨停。 AI医疗概念反复活跃, 美年健康、迪安 诊断双双3连板,泓博医药20cm涨停。 商业航天概念走势分化, 其中邵阳液压、航天长峰、航天科技等概念股跌超10%,陕西华达、电科芯片涨 停,中国卫星、星图测控等概念股盘中波动明显。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...