港股概念追踪|大厂纷纷涉足AI医疗 机构看好产业链成长空间（附概念股）

Group 1 - Huawei officially launched the Huawei AI Data Platform for the medical field on December 7, 2025, based on the OceanStor A800 storage, aiming to address the cost, quality, and accessibility challenges in healthcare [1] - Ant Group's C-end AI medical application "AQ" has been rebranded as "Ant Afu," completing a brand strategy upgrade, and signed a strategic cooperation agreement with Sichuan University West China Hospital to advance research and innovation in "AI + healthcare" [2] - Citic Securities reports that Ant Afu APP has three highlights: structured multimodal precise diagnosis capability, long-term health data accumulation enhancing user stickiness, and promising commercialization prospects within the Alibaba ecosystem [2] Group 2 - Citic Jin Invest notes that AI healthcare in China is progressing in policy, technology, products, and applications, with a shift from individual products to full-chain scenarios and from large hospitals to grassroots and individual applications [3] - The application value of AI in healthcare is significant across various fields, including enhancing medical device functions, interpreting test results, assisting clinical decision-making, and health management, making it a crucial innovation direction for healthcare enterprises and hospitals [3] - The AI healthcare market is expected to accelerate its application with ongoing policy and technological support, suggesting investment opportunities in the industry [3] Group 3 - Yidu Technology, a leading AI healthcare company, has been invited to the Henan Health Industry Development Conference and signed as a partner in the national AI application pilot base for healthcare [4] - iFlytek Medical Technology is recognized for its extensive coverage in the AI healthcare sector and is seen as a key player benefiting from policy incentives and national projects [4] - JD Health is consolidating its leading position in the pharmaceutical e-commerce sector through expanded insurance coverage, offline service development, and deepening AI healthcare applications [4] Group 4 - Alibaba Health is actively exploring AI applications in healthcare, focusing on optimizing e-commerce search, supply chain management, and enhancing efficiency for professional users with AI medical assistants [4] - Guosheng Tang is a leader in traditional Chinese medicine services, developing AI avatars and health assistants to advance AI healthcare [5] - Ping An Good Doctor's stock performance is attributed to advancements in AI healthcare and improved profit prospects, with expectations for growth driven by AI empowerment and the flourishing of commercial health insurance [5]