计算机行业周报（20250512-20250516）：Agent+医疗，重塑医疗产业-20250518

Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [4][61]. Core Insights - The report highlights the rapid development of AI technology and its role in transforming the healthcare informationization landscape through Agent technology, which is expected to reshape the entire diagnostic and treatment process [11][21]. - The report emphasizes the significant breakthroughs in smart medical Agents, including diagnostic assistance systems, autonomous surgical robots, and personalized treatment Agents that adapt to patient responses [11][21]. - The report notes that domestic healthcare informationization companies are actively embracing Agent technology to facilitate intelligent transformation, showcasing several successful case studies [24][29]. Summary by Sections Industry Weekly Viewpoint - The computer index decreased by 1.40% during the week of May 12-16, while the ChiNext index increased by 1.38% and the Shanghai Composite index rose by 0.76% [10][17]. - The report mentions the upcoming official release of the Hongmeng PC, indicating a full integration of AI across various sectors, including healthcare [10]. Weekly Market Review - The report provides a detailed review of the market performance, noting the top gainers and losers within the computer sector during the specified week [10][17]. Funding Situation Review - A total net outflow of 2012.55 billion yuan was recorded across all A-shares, with the computer sector experiencing a net outflow of 325.40 billion yuan [20]. Agent+ Healthcare: Constructing a New Landscape - The report discusses how Agent technology is revolutionizing the healthcare industry, with significant advancements in diagnostic systems and surgical robotics [21][24]. - It highlights the proactive approach of healthcare informationization companies in adopting Agent technology, with notable examples such as Weining Health and RunDa Medical [24][29]. Investment Recommendations and Related Companies - The report suggests focusing on companies like Weining Health, RunDa Medical, Wanda Information, and Donghua Software for their advancements in AI and healthcare solutions [15][49]. - It also recommends international companies such as JingTai Holdings, Yidu Technology, and iFlytek for their innovative applications in the healthcare sector [50].