1月13日，创业板医药ETF国泰（159377）涨超1.2%，市场关注脑机接口与创新器械前景。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 中信建投指出，医疗器械板块的长期投资机会来自创新、出海和并购整合，板块的创新性和国际化能力 得到认可，估值正在被重估。创新药板块大涨之后，医疗器械板块具有全球竞争力的改进式创新、突破 式创新的产品正在被逐步认可，也有一批公司积极战略拓展第二增长曲线、实现海外业务高增长，估值 迎来上涨。2026年医疗器械板块拐点来临，业绩改善个股存在业绩估值修复机会，重点关注业绩修复和 出海相关的投资机会。脑机接口和AI医疗方向相关催化较多，脑机接口板块的科技属性正在被认可， AI医疗在toC端健康管理和AI医生等方面的落地加速趋势值得关注。政策影响终将出清，企业战略调整 后逐步复苏，器械 ...

【AI医疗和脑机接口，医疗器械拐点向上重大催化】 对于AI医疗，华福证券认为，2026年是新五年开局之年，预计后续财政将释放更积极信号，或可重视超跌底部AI医疗应用机会。 AI应用端需求闭环方能持续支撑AI产业可持续发展，当前AI医疗底部跌破1月主升浪最低点，政策-基本面-事件催化兼具。例如，最新上线"蚂蚁阿福"流量 凸显AI医疗应用真实需求，AI"六小龙"智谱、miniMax港股聆讯意味着资本加速认证新阶段，叠加相关公司AI收入增长可见，商业化开启加速趋势。 回顾历史，2025年-2026年国家药监局发布十大举措，从优化特殊审批、健全标准体系、明晰注册要求、强化上市后监管等多方面，系统性地支持AI医疗、 脑机接口等高端医疗器械的创新与发展。 财信证券指出，反内卷与创新共振已经构成当前国内医疗器械行业发展的核心逻辑。出海战略也成为国内医疗器械企业应对集采压力、开拓增长空间的关键 路径。在全链条政策支持下，具备自主创新能力的企业有望长期受益；反内卷趋势下，部分已集采的赛道如骨科耗材、神经介入耗材、人工晶体已过业绩低 谷，或可关注创新技术突破为板块带来的投资机会。 【百分百表征A股医疗器械，β质地纯粹】 继马斯克 ...

港股通医疗ETF（520510）跟踪港股通医疗主题指数，覆盖阿里健康、京东健康、平安好医生等AI医疗 标的，有望受益于脑机接口、创新药出海及AI医疗技术革命。 港股市场年后表现持续强势，医疗、医药板块高弹性特点突出，港股通医疗ETF（520510）盘中大涨超 4%！年内涨幅突破20%，恒生医药ETF（159892）年内涨幅一度突破17%，在全市场ETF中涨幅靠前， 方舟健客盘中大涨超30%。 浙商证券认为，AI+医疗应用多点开花，政策支持与市场需求共振推动行业进入商业化落地快速阶段。 AI医疗应用方面，产业政策明确且进展迅速：2025年五部委印发相关实施意见、2026年初ChatGPT Health推出、蚂蚁阿福月活翻倍至3000万等持续催化市场热度。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com ...

每经AI快讯，1月13日，AI医疗、制药概念持续拉升，华人健康（301408）、思创医惠（300078）20cm 涨停，此前新赣江、博济医药（300404）、诺思格（301333）、普蕊斯（301257）、迪安诊断 （300244）等多股涨停，欧康医药、荣昌生物、卫宁健康（300253）、华大基因（300676）等多股涨超 10%。 ...

Core Viewpoint - The Hong Kong stock market is experiencing a significant rally in the healthcare sector, particularly in AI healthcare stocks, with notable gains in companies like Ark Health and Yimaitong, driven by recent developments in AI and drug innovation [1][4]. Group 1: Market Performance - The Hong Kong healthcare sector has seen an 8-day consecutive rise, with AI healthcare stocks like Ark Health surging by 33% and Yimaitong increasing by over 10% [1]. - The Hong Kong Stock Connect Medical ETF (Huabao, 159137) reached a peak increase of 4.87% during trading, reflecting strong investor interest [1]. - The innovative drug sector within the Hong Kong Stock Connect also saw gains, with Rongchang Bio leading with over a 9% increase and Sanofi Biopharma rising by more than 7% [1]. Group 2: AI Healthcare Developments - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish a lab in San Francisco focused on using AI to accelerate drug development [4]. - TempusAI reported FY25 revenue of approximately $1.27 billion, marking an 83% year-over-year increase, with a total contract value exceeding $1.1 billion [4]. - Zhejiang Qiang Brain Technology recently submitted an IPO application to the Hong Kong Stock Exchange, potentially becoming the first listed company in China's brain-computer interface sector [4]. Group 3: AI Integration in Healthcare - The penetration rate of AI in consumer healthcare is rapidly increasing, with Ant Group's AI assistant surpassing 30 million monthly active users and OpenAI's ChatGPT Health reaching over 40 million daily users globally [5]. - The healthcare sector is identified as a direct downstream application for medical information technology and AI, with expectations for significant productivity improvements [5]. - The exploration of business models in innovative drugs is highlighted as a core focus, with AI-driven drug development platforms forming strategic partnerships with pharmaceutical companies [5].

Core Viewpoint - The stock of Aikelan has experienced a consecutive two-day limit-up, indicating strong market interest and performance [1] Financial Performance - In Q3 2025, the company's net profit attributable to shareholders increased by 88.57% year-on-year, reflecting robust financial health [1] - The net cash flow from operating activities has also improved year-on-year, indicating better cash management [1] Shareholder Stability - The pledge ratio of the controlling shareholder has decreased, enhancing the stability of control over the company [1] Business Development - The company is expanding into a computing power leasing service platform while focusing on the research and production of engine exhaust after-treatment products, which meet strict environmental emission standards [1] - There is an anticipated growth in industry demand for these environmentally compliant products [1] Market Interest - The company is involved in multiple sectors, including AI healthcare and DeepSeek, which have attracted significant market attention [1]

Group 1: Market Performance - The Hong Kong stock market's healthcare sector has seen a continuous rise for the eighth consecutive day, with AI healthcare stocks like Ark Health surging by 33% and Medical Pulse rising over 10% [1][8] - The Hong Kong Stock Connect Medical ETF (159137) reached a peak of 4.87% during trading, indicating strong investor interest in the healthcare innovation index, which includes sectors like CXO, AI healthcare, medical devices, and innovative drugs [1][8] - The Hong Kong Stock Connect innovative drug sector also experienced gains, with Rongchang Bio leading with over a 9% increase and 3SBio rising more than 7% [3][8] Group 2: AI and Pharmaceutical Developments - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish a laboratory in San Francisco focused on using AI to accelerate drug development [5][11] - TempusAI reported FY25 revenues of approximately $1.27 billion, reflecting an 83% year-over-year growth, with total contract value exceeding $1.1 billion by the end of 2025 [5][11] - Tsinghua University announced the development of an AI-driven high-throughput drug virtual screening platform, DrugCLIP, which has been published in the journal "Science" [6][11] Group 3: Market Trends and Insights - The penetration rate of AI in healthcare is rapidly increasing, with significant user growth for platforms like Ant Group's AI assistant, which surpassed 30 million monthly active users [6][11] - Analysts suggest that the healthcare sector is a direct downstream of pharmaceutical information technology and AI applications, indicating potential productivity improvements [12] - The exploration of business models in AI and pharmaceuticals is becoming a core focus, with strategic collaborations between AI drug development platforms and pharmaceutical companies expected to catalyze stock performance [12]

GEO概念早盘大幅高开，利欧股份（002131）、浙文互联等走出3连板，易点天下、天龙集团、值得买涨超15%。 1月13日，A股主要指数开盘涨跌不一。截至发稿，沪指、深证成指、创业板指小幅下跌，科创综指跌逾1%。盘面上，GEO、AI医疗等AI应用相关方向领 涨。此前活跃的商业航天板块集体走弱，中国卫通等多只个股跌停。 消息面上，当地时间1月10日，马斯克在社交媒体平台X发文称，将在一周内正式开源X平台最新的内容推荐算法，此次开源将覆盖"所有用于决定向用户 推荐自然内容和广告内容的代码"。 商业航天板块集体走弱，中国卫通、顺灏股份、上海港湾等多只个股跌停。消息面上，1月12日盘后，多家商业航天概念相关上市公司发布股票交易风险 提示公告或股价异动公告。（详见商业航天概念股，密集公告） （文章来源：上海证券报） ...

据交易所数据显示， 浙数文化连续两个交易日涨停，晋级2连板。该股今日于9：45封涨停，成交额 16.05亿元，换手率7.55%。金融界App AI线索挖掘：近期多模态AI概念板块表现活跃，浙数文化涉及 AI医疗、互联网医疗、NFT等相关概念。公司在数字文化领域布局多元，旗下传播大脑科技公司开发的 传播大模型通过国家网信办生成式 人工智能上线备案，是全国首个由媒体技术公司研发并成功备案的 媒体专属大模型；同时投建富春云互联网 数据中心、浙江大 数据交易中心，形成数字业务全产业链布 局，相关业务与当前市场关注的AI及 数字经济方向存在关联。 风险提示：连板股波动剧烈，注意追高 风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

Core Insights - The simultaneous focus of Ant Group and OpenAI on the healthcare sector indicates a significant shift of AI from general models to specialized applications, particularly in AI healthcare, moving from concept validation to large-scale implementation [1] Group 1: AI Integration in Healthcare - The rapid evolution of large model technology is expanding the boundaries of AI applications in healthcare, with AI expected to enhance clinical decision-making, process management, and grassroots medical capabilities, thereby improving overall healthcare service efficiency and quality [2] - The company is accelerating the integration of AI technology with its core product system, completing AI upgrades across anesthesia, critical care, and emergency systems, while developing embodied intelligent AI products with capabilities such as diagnostic assistance and emotional companionship [2] Group 2: Data Management and Challenges - The company collaborates with multiple hospitals to enhance medical data security and operational efficiency, aiming to create an innovative "smart anesthesia" management system that transitions from information-based to intelligent systems, driven by data for research and clinical decision-making [3] - A significant barrier to the widespread implementation of AI in healthcare is the isolation of high-value clinical data, which is often trapped within individual medical institutions due to privacy and compliance issues, hindering safe circulation and sharing [3] Group 3: Building a Trusted Data Space - The concept of a trusted medical data space is increasingly viewed as a critical infrastructure for connecting medical institutions, research innovation, and industrial applications, serving as the core source for AI healthcare development [4] - The company is advancing key technologies such as data desensitization and structured processing to activate vast amounts of internal hospital data for safe use in AI training, clinical research, and product iteration, marking the beginning of this initiative with a recent multimillion-dollar data center project [4] Group 4: Future of AI in Healthcare - The integration of AI in healthcare is becoming a crucial challenge, with the need to create a secure, compliant, and sustainable high-quality data ecosystem being essential for unlocking the future of clinical intelligence [5]