消费与医疗周报：医疗健康大模型应用场景概览

Group 1 - The report highlights that all six sub-sectors of the pharmaceutical index recorded positive returns, indicating strong performance in the healthcare sector [2][9]. - According to the "Healthcare Big Model White Paper" from Zhejiang University, the application scenarios of healthcare big models are continuously expanding, focusing on smart healthcare, smart services, and smart management, which contribute to the high-quality development of the healthcare industry [3][8]. - In the smart service domain, healthcare big models are becoming essential tools for enhancing the efficiency and quality of medical services by providing personalized guidance based on patient data [8]. Group 2 - The report reviews the performance of the pharmaceutical sector from February 10 to February 14, noting that the medical service sector (+6.51%) and medical devices (+4.81%) had the highest gains, while traditional Chinese medicine II (+0.80%) and chemical pharmaceuticals (+0.71%) had the lowest [9][14]. - The report emphasizes the growing trend of pharmaceutical companies adopting AI technologies like DeepSeek, which is expected to reshape the industry landscape by improving drug development efficiency and personalized medical care [17][20]. - The appointment of Robert F. Kennedy Jr. as the U.S. Secretary of Health and Human Services is anticipated to bring significant changes to the food and pharmaceutical industries, focusing on reducing chronic diseases and enhancing food safety [21][22].