马斯克又开"预言家"模式了！这次直接把矛头对准外科医生，放话3年让擎天柱机器人干翻顶尖外科医 生，以后学医没用。不过，马斯克画饼画得飞起，医学界大佬们可坐不住了。 "定海神针"张文宏医生直接泼了盆冷水： 这边"人机大战"的口水仗还没分出胜负，那边AI医疗的热度已经被焊死在热搜上。网友虽然吵得不可开 交，但股民可没工夫等三年五载验证预言，反手就给AI医疗板块安排了一场"涨停大合唱"。泓博医药、 迪安诊断这些相关公司，五天涨幅直接翻倍，从上游算力、大模型，到中游医疗信息化，再到下游制 药、医院，整个产业链集体狂欢。 股民的心态简直真实到扎心：管它未来是机器抢医生饭碗，还是当医生的"超级外挂"，这波技术变革的 钱，先赚了再说！ 大佬们也没闲着，AI芯片一哥英伟达砸10亿美元重仓AI制药；OpenAI悄悄收购医疗数据公司，摆明要 打通医疗数据"任督二脉"。他们争夺的，是医疗AI时代的"水电煤"和"数据燃料。明眼人都懂，不管未 来是AI主导还是医生主场，科技巨头的卡位赛已全力冲刺。 那么，我们到底该怎么看这场热闹？说到底，技术变革总会伴随着争议，但资本市场永远快人一步。至 于未来看病会不会真的靠机器人，咱们慢慢看。 ...

早盘，AI应用板块整体涨幅达6.6%，板块内共有74只个股参与交易，累计成交额超79.17亿元。卓易信 息、值得买、光云科技、通达海收获20CM涨停，迪安诊断、外服控股、用友网络、新华都、焦点科 技、众信旅游、天娱数科、新里程等多只个股涨停，万兴科技、鼎捷数智、普元信息、卫宁健康、因赛 集团、中文在线、云从科技、豆神教育等个股涨超8%。 银河证券研报称，据中国商务广告协会预测，2025年，全球GEO市场规模将达112亿美元，中国市场规 模为29亿元；至2030年，全球市场将达到1007亿美元（5年CAGR 55%），中国市场同步增长至240亿元 （5年CAGR 53%）。SEO向GEO的转移已成为趋势，GEO市场具有巨大的潜力空间，有望重塑广告营 销行业的商业模式。 浙商证券研报指出，AI催化流量获取与内容生产的根本性变革，重点关注GEO和AI漫剧两大主题，生 成式引擎优化（GEO）正从技术概念快速演变为营销刚需，AI漫剧作为AIGC在内容领域的创新形态， 字节冠名春晚或对AI漫剧形成催化。对于"GEO为何开始受关注"这一问题，浙商证券表示，因为2026年 上半年，服务商预计集中推出产品或战略，大模型厂商将在 ...

医疗器械行业发展方兴未艾，或可借道医疗器械ETF（562600）一键把握成长机遇，该ETF所跟踪的中 证全指医疗器械指数脑机接口占比达23.8%，在已上市ETF中含量最高，精准覆盖脑机接口核心标的； 其医疗器械行业占比高达89.2%，集中度突出，能有效捕捉细分赛道增长机遇。场外用户亦可选择华夏 中证全指医疗器械ETF发起式联接A（021250）和华夏中证全指医疗器械ETF发起式联接C（021251）， 进行便捷布局。 相关ETF：医疗器械ETF（562600）。 每日经济新闻 1月14日，A股三大指数集体冲高，医疗器械ETF（562600）早盘上涨2.30%。盘面上，AI应用方向延续 强势，迪安诊断大涨12.48%，鱼跃医疗上涨9.10%，天智航上涨6.99%，金域医学上涨5.02%。资金上， 医疗器械ETF（562600）近期持续受到资金青睐，近五日资金净流入9100万元；截至发文，医疗器械 ETF（562600）成交额达2696万元。 消息面上，OpenAI斥资6000万美元收购医疗科技初创公司Torch，加码AI医疗布局。此次交易金额约为 6000万美元，双方暂未公开披露具体交易条款。Torch的核心技 ...

医疗器械ETF（159883）充分受益于AI在医疗领域的应用，为同类指数中规模最大、专注医疗器械细分 板块的ETF。科技属性强，成分股中科创版+创业板含量占比超80%。在国产创新替代、出口加速及新 技术加持下，有望迎来全面估值修复。其覆盖鱼跃医疗、联影医疗等行业龙头。 港股医疗ETF(159366)差异化布局AI医疗赋能的重要方向，CRO含量最高，且为同类规模最大的ETF， 流动性好，支持T+0，集中于港股医疗板块龙头，能够较为充分地分享港股医疗龙头企业的成长红利。 基金有风险，投资需谨慎。本文所包含的分析基于各种假设，不同假设可能导致分析结果出现重大不 同。在任何情况下，本文中的信息或所表述的意见并不构成对任何人的投资建议。 今年以来，脑机接口引爆了医疗行业，高脑机接口含量的医疗器械ETF近10日吸金超10亿元，全市场资 金狂涌。截至10：30，成分股迪安诊断涨超10%，鱼跃医疗涨超8%，医疗器械ETF（159883）涨超 3%。 消息面上，迪安诊断在机构调研中表示，人工智能（AI）将推动医疗健康应用的快速发展，特别是在 基层医疗和健康管理场景。公司认为，AI在复杂病症和循证医学领域的应用仍需高质量多模态数 ...

相关ETF:医疗器械ETF（562600） 每日经济新闻 1月13日，A股市场整体震荡调整，医疗器械ETF（562600）逆势走强，收涨1.05%，实现四连阳。盘面 上，AI医疗应用方向延续强势，天智航上涨16.62%，迪安诊断上涨11.9%，贝瑞基因上涨9.97%，九强 生物上涨9.41%，春立医疗、凯普生物、华大基因等涨超6%。资金上，昨日医疗器械ETF（562600）成 交额达6614.53万元，交投活跃度显著提升。 消息面上，我国脑机接口产业开年迎来技术突破、资本加持、政策赋能三重共振。技术层面，国内多家 企业完成侵入式脑机接口临床试验，高位截瘫患者可通过意念操控智能设备，实现从"实验室演 示"到"生活实用"的跨越；资本层面，非侵入式领域企业强脑科技完成约20亿元融资，创下全球该领域 第二大融资纪录；政策层面，四川明确侵入式脑机接口医疗服务价格，多地已落地相关支付政策，国家 药监局公示两项脑机接口行业标准立项，为产业发展提供全方位制度保障。 作为"十五五"规划明确的未来产业，脑机接口千亿级产业生态雏形渐显，医疗器械ETF（562600）所跟 踪的中证全指医疗器械指数脑机接口占比达23.8%，在已上市E ...

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]

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]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向方面，生物经济（970038）指数成份股当日主力资金净流入合计2.74亿元，游资资金净流出合 计8537.29万元，散户资金净流出合计1.88亿元。成份股资金流向详情见下表： 证券之星消息，1月13日，生物经济（970038）指数报收于2312.84点，涨0.68%，成交478.37亿元，换 手率3.49%。当日该指数成份股中，上涨的有30家，迪安诊断以11.9%的涨幅领涨，下跌的有19家，美 好医疗以6.93%的跌幅领跌。 生物经济（970038）指数十大成份股详情如下： ...

每经AI快讯，迪安诊断发布公告称，2026年1月11日，迪安诊断接受国信证券组织的投资者调研，公司 副总裁、首席信息官吴维严等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 （记者 王晓波） ...

迪安诊断(300244.SZ)接受机构调研时表示，AI将推动医疗健康应用快速发展，尤其在基层医疗与健康 管理场景。但复杂病症与循证医学领域的AI应用仍需高质量多模态数据支撑。患者端将受益于全生命 周期健康管理；在医生端，AI主要作为辅助工具，助力经验知识平民化。迪安通过"临床科研+基层赋 能"闭环推动产品落地。目前公司的AI相关业务尚处于起步阶段，相关业务收入占整体营业收入的比例 极小。 ...