（原标题：两连板后，商业航天概念股，突曝利空！万亿级AI医疗市场，科技巨头接连出手） 巨头纷纷将目光瞄准AI医疗赛道。 OpenAI推出健康功能 1月8日，OpenAI推出 ChatGPT Health功能，可解答健康问题、链接智能设备、规划饮食运动，功能 和"蚂蚁阿福"相似。 该模式集成于ChatGPT中，号称是一个"专门用于与ChatGPT进行健康相关对话的独立空间"，预计将在 未来几周内陆续向用户开放。 OpenAI称，目前平台每周有超过2.3亿人询问有关健康的问题，因此该公司推出了ChatGPT Health模 式，旨在让用户更系统、更安全地讨论自身的健康问题。 Health功能的推出，标志着OpenAI从"通用AI助手"向"垂直领域智能体"迈出关键一步。 阿里巴巴在AI医疗动作更早。2025年12月15日，蚂蚁集团旗下AI健康助手正式更名为"蚂蚁阿福"，其链 接了全国5000家医院、30万真人医生在线问诊，支持打通苹果、华为、OPPO、vivo、鱼跃等十大品牌 智能设备。 1月8日，媒体报道称，在发布不到1个月的时间里，蚂蚁阿福最新月活跃用户数已达3000万，用户单日 提问量已超1000万。 AI医 ...

在投资者互动平台上，投资者多次询问公司在商业航天领域的布局，尤其关注公司工业射线胶片在航天航空领域的应 用。但公司回复表示，工业探伤片（工业射线胶片）核心应用领域是工业无损检测，作用机理在各种具体的应用场景 中并无差别，客户可根据产品功能，自行选择应用领域。 OpenAI推出健康功能 巨头纷纷将目光瞄准AI医疗赛道。 商业航天概念股业绩预亏 1月8日晚间，乐凯胶片（600135）发布股票异动公告表示，公司2025年前三季度实现营业收入9.6亿元，归母净利润 为-0.86亿元，全年业绩仍有可能亏损。公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 在公告中，公司还表示主营业务未发生变化，目前生产经营活动正常有序开展，内外部经营环境未发生重大变化，不 存在影响公司股票交易价格异常波动的重大事项，不存在应披露未披露的重大信息。 乐凯胶片近期股票连续两日涨停，2025年12月31日以来累计涨幅超过35%。公司股价大幅异动，主要由于商业航天概 念炒作。资料显示，公司控股股东为中国乐凯集团，实控人为中国航天科技集团。 1月8日，OpenAI推出 ChatGPT Health功能，可解答健康问题、链接智能设备、 ...

人民财讯1月9日电，1月8日，OpenAI推出 ChatGPT Health功能，可解答健康问题、链接智能设备、规 划饮食运动，功能和"蚂蚁阿福"相似。 以2025年四季度以来的调研数据来看，有12只概念股获得机构调研。联影医疗、开立医疗（300633）、 安必平、可孚医疗（301087）等参与调研的机构均超过50家。 AI医疗作为人工智能的重要应用，持续获得政策关注。中信建投表示，AI医疗在提升医疗器械功能、 检查检验结果解读、辅助临床医生决策、健康管理等多个领域的应用价值较大，是医疗企业和医院必须 重视的创新方向和竞争趋势。在国家政策和行业技术的持续催化下，AI医疗应用场景有望加速落地， 建议关注行业投资机会。 ...

巨头纷纷将目光瞄准AI医疗赛道。 OpenAI推出健康功能 1月8日，OpenAI推出 ChatGPT Health功能，可解答健康问题、链接智能设备、规划饮食运动，功能 和"蚂蚁阿福"相似。 该模式集成于ChatGPT中，号称是一个"专门用于与ChatGPT进行健康相关对话的独立空间"，预计将在 未来几周内陆续向用户开放。 OpenAI称，目前平台每周有超过2.3亿人询问有关健康的问题，因此该公司推出了ChatGPT Health模 式，旨在让用户更系统、更安全地讨论自身的健康问题。 Health功能的推出，标志着OpenAI从"通用AI助手"向"垂直领域智能体"迈出关键一步。 阿里巴巴在AI医疗动作更早。2025年12月15日，蚂蚁集团旗下AI健康助手正式更名为"蚂蚁阿福"，其链 接了全国5000家医院、30万真人医生在线问诊，支持打通苹果、华为、OPPO、vivo、鱼跃等十大品牌 智能设备。 1月8日，媒体报道称，在发布不到1个月的时间里，蚂蚁阿福最新月活跃用户数已达3000万，用户单日 提问量已超1000万。 2025年12月，北京市卫健委发布《北京市支持医疗健康领域人工智能应用发展行动计划（2026 ...

Group 1 - The Guangzhou Municipal Government has issued a plan to accelerate the construction of an advanced manufacturing city, aiming to double industrial added value by 2035 and focusing on new industrialization [2] - The plan emphasizes the development of 15 strategic industrial clusters and six emerging pillar industries, including smart connected vehicles, ultra-high-definition video, biomedicine, green petrochemicals, software and the internet, and intelligent equipment [2] - Five strategic leading industries are to be cultivated, including artificial intelligence, semiconductors, new energy, low-altitude economy, and biomanufacturing [2] Group 2 - The plan includes a focus on commercial aerospace, aiming to develop reusable rocket technology and establish testing bases for liquid rockets, which will be open to national research institutions and enterprises [3] - The plan supports the construction of satellite constellations and aims to attract talent and capital to build a complete commercial aerospace ecosystem in Guangzhou [3] Group 3 - The Ministry of Industry and Information Technology has warned against irrational competition in the lithium battery industry, involving major companies like CATL and BYD, and has called for a meeting to regulate competition [18] - The meeting included 16 companies and emphasized the need for self-regulation within the industry to prevent monopolistic practices [18] Group 4 - Xiaomi Group plans to invest an additional 200 billion yuan in research and development over the next five years, indicating a strong commitment to innovation [11] - JD.com has established a new business unit to oversee the development and commercialization of AI products, with plans to launch a second batch of self-developed AI toys [9] Group 5 - TSMC is experiencing a shortage in its 3nm process technology, leading to increased prices and a halt on new project initiations due to overwhelming demand [8] - The company is encouraging clients in the early stages of product planning to consider transitioning to 2nm technology for future production [8]

Core Insights - OpenAI has developed the ChatGPT Health feature to address the growing demand for health-related inquiries, with over 230 million users weekly asking health questions on the platform [2] - The feature integrates health data from various sources, including Apple Health and MyFitnessPal, to provide comprehensive health consultations [2] - OpenAI emphasizes that ChatGPT Health is designed to support users in understanding their health rather than replacing medical care, and it cannot be used for diagnosis or treatment [3] Group 1 - The health information landscape is fragmented, making it difficult for users to analyze their health data effectively [2] - OpenAI collaborated with over 260 doctors from multiple countries over two years to develop the ChatGPT Health feature [2] - The model has generated over 600,000 responses across 30 key health areas to improve accuracy and reliability [3] Group 2 - User privacy is a priority, with assurances that conversations in ChatGPT Health will not be used for model training and can be deleted by users [3] - The feature operates as an independent module, ensuring that health-related conversations and data are isolated from other interactions [3] - OpenAI has previously shown commitment to the healthcare sector by investing in several health tech companies and launching the Health Bench benchmark test [4]

2026年开年以来，港股"独秀"于全球，吸引力显著增强，"AI医疗"成为一大热门。 观察个股表现，AI医疗头部企业医渡科技在2026年1月2日至6日实现"三连阳"，股价稳步攀升，1月6日 收盘价为5.66港元，累计涨幅超8%，展现出市场的积极预期。 分析这波上涨原因，既受益于AI医疗行业的政策东风，也得益于公司近期扎实的业务进展。消息面 上，近日医渡科技签约成为河南省国家人工智能应用中试基地（医疗领域）的首批合作伙伴，而此前该 公司已深度参与北京市医疗领域国家人工智能应用中试基地的建设工作，在AI医疗技术落地与产业协 同领域的核心优势持续凸显。 值得注意的是，受政策利好驱动，AI医疗概念股近期整体表现强势。北京市12月30日发布两项医疗健 康+AI政策，分别是《北京市支持医疗健康领域人工智能应用发展行动计划（2026-2027年）》和《北京 市医疗健康领域支持人工智能产业创新发展若干措施（2026-2027年）》。其中《行动计划》明确，到 2027年，北京的人工智能技术在疾病防、筛、管、救、治、康全流程得到广泛应用，全市医疗卫生机构 普遍开展人工智能产品落地应用，百姓将享有更优质的医疗服务。 机构普遍看好AI ...

1、中国石化中国航油官宣重组 有何影响 重要程度：★★★★★ 据国资委网站，经报国务院批准，中国石油化工集团有限公司与中国航空油料集团有限公司实施重组。 业内人士认为，此项改革是中央企业战略性、专业化重组整合的布局落子，也是应对国际竞争与绿色转型 的主动作为，有望助力降低航空燃料供应成本，增强我国航空燃料产业竞争力，促进航空业绿色低碳转 型。 商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能平台Manus的 提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作。需要说明的是，企 业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法定程序。商务部 将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评估调查。 5、市场监管总局通报多晶硅垄断风险?相关方回应来了 2、剑指中国商业航天新一极!广州拟攻关可复用火箭技术 重要程度：★★★★ 1月8日，广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划(2024—2035年)》，提出到 2035年，打造具有全球影响力的中国商业航天新一极。 《规划》 ...

Group 1 - The National Healthcare Security Administration has announced a plan to promote convenient payment methods such as facial recognition, QR code payments, mobile payments, and credit payments in medical settings, aiming to establish a convenient payment system for medical insurance within three years [1] - By 2026, the first pilot regions and designated medical institutions are expected to implement these payment methods, with full provincial coverage anticipated by 2027 and comprehensive promotion in eligible medical institutions by 2028 [1] - Desheng Technology Co., Ltd. claims that its "no-feeling payment" service aligns well with this policy, as the company accelerates the construction of an AI medical application ecosystem to support the digital and intelligent transformation of medical services [1] Group 2 - Desheng Technology's "no-feeling payment" project, developed in collaboration with Guangzhou Medical Insurance, won first prize in the 2025 National Smart Medical Insurance Competition [1]

Core Viewpoint - OpenAI has launched "ChatGPT Health," a dedicated space within ChatGPT for health-related conversations, integrating with electronic medical records and health applications to provide personalized health advice [2][3]. Group 1: Product Overview - ChatGPT Health is developed in collaboration with over 260 practicing doctors and can connect with apps like Apple Health and MyFitnessPal to access user data and recent health check results [2]. - The service is designed to assist with daily health inquiries and help users understand health trends, rather than replacing medical professionals [3]. Group 2: Market Potential - OpenAI's analysis indicates that over 230 million users globally inquire about health and wellness on ChatGPT each week [4]. - The global AI healthcare market is projected to grow from approximately $26.65 billion in 2024 to about $505.59 billion by 2033, with a compound annual growth rate (CAGR) of 38.8% [4]. Group 3: Domestic Market Insights - In China, AI healthcare applications have gained market validation, with Ant Group's "Antifufu" app reaching 30 million monthly active users and over 10 million daily inquiries since its launch [4]. - Major internet and AI companies in China are launching AI healthcare applications, with JD.com integrating its AI medical mini-program "Kangkang" into its health app [4]. Group 4: Industry Trends - Citic Securities notes that leading pharmacy platforms have a large active consumer base and established monetization paths, creating a complete ecosystem from medical services to pharmaceuticals [5]. - Guotai Junan Securities highlights that the current AI healthcare wave differs from previous ones due to the clarity of payment sources, as policies in cities like Beijing and Shanghai promote commercial development in the sector [5].