近日，OpenAI 正式推出医疗领域专属产品 ChatGPT Health 及 OpenAI for Healthcare 平台，这一重磅动 作犹如一颗石子投入行业湖面，激起全球资本市场的强烈关注。AI 医疗赛道自此从 "蓄势待发" 迈入 "加速奔跑" 阶段，而提前布局多年的国内龙头企业云知声(09678)，正凭借技术壁垒、商业化成果与政 策东风，迎来价值重估的历史性机遇。 赛道爆发：政策市场双轮驱动，AI 医疗成投资新蓝海 AI 医疗的火爆并非偶然，而是技术成熟、政策扶持与市场刚需三重合力的必然结果。OpenAI 入局医疗 领域的举动，不仅验证了赛道的巨大商业潜力，更推动行业从技术概念加速走向刚需应用。 数据层面，赛道增长势头迅猛。2024 年全球 AI 医疗市场规模已达 266.5 亿美元，预计到 2033 年将飙 升至 5055.9 亿美元，期间年复合增长率高达 38.8%。中国市场更是全球最具潜力的增长极，政策端持 续加码注入强劲动能。2025 年 11 月，国家卫健委等五部门联合印发《关于促进和规范 "人工智能 + 医 疗卫生" 应用发展的实施意见》，明确 2027 年初步建成 AI 医疗应用体系、 ...

港股上午盘三大指数高开高走，实现4连升行情。恒生科技指数一马当先，午间收涨1.54%，恒生指 数、国企指数分别上涨0.92%及0.89%，恒指重回27000点上方。权重科技股普遍上涨，尤其是阿里巴巴 再度涨超5%并且录得4连涨，AI应用相关概念股再度飙升，AI医疗方向涨幅明显，其中阿里健康大涨近 16%，月内更是累计升幅高达50%。另外，航空股、电力股、保险股、内银股部分走低。(格隆汇) ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.92% to 27,094.31 points, the Hang Seng Tech Index up by 1.54%, and the China Enterprises Index rising by 0.89% [1][10]. Technology and Internet Stocks - Technology stocks showed mixed performance, with Kuaishou and Alibaba both rising over 5%, Bilibili up over 4%, and Baidu increasing by over 2%. Tencent and Lenovo rose over 1%, while Meituan fell over 2% [1][10]. AI Healthcare Sector - The AI healthcare sector demonstrated strong performance, particularly with Alibaba Health surging over 15%. The market analysis indicates that the driving force behind this trend is the clear confirmation of industry trends. Ant Group's AI health assistant "Ant Aifu" quickly surpassed 30 million monthly active users, with daily inquiries exceeding 10 million, highlighting the significant demand and market potential in the health AI sector [3][12]. Cryptocurrency Sector - Cryptocurrency stocks led the gains, with Blueport Interactive rising over 11%. The cryptocurrency market experienced a significant surge, with Bitcoin increasing nearly 5% within 24 hours, surpassing $96,000 and stabilizing around $95,000. Ethereum also rose above $3,300 [4][13]. Chinese Brokerage Stocks - Chinese brokerage stocks saw widespread gains, with Xingsheng International rising over 8%. Bank of America Securities noted that the Chinese government's support for the capital market, along with long-term capital inflows, monetary easing, and relaxed regulations on financing and A-share IPOs, are expected to support brokerage profitability and return on equity (ROE) this year. Leading brokerages' offshore expansion is anticipated to enhance operational leverage and profitability, marking the beginning of a new growth cycle [6][14].

Group 1 - The pharmaceutical sector is leading the market with significant gains, driven by multiple overseas innovative drug collaborations and catalysts [1] - Notable partnerships include Rongchang Biopharma's licensing agreement with AbbVie, which involves an upfront payment of $650 million and potential milestone payments of $4.95 billion, along with double-digit sales royalties [1] - WuXi AppTec has projected a revenue increase of 15.84% for 2025, with adjusted net profit expected to rise by 41.33%, exceeding market expectations [1] Group 2 - AI in healthcare is gaining momentum, with OpenAI integrating health dialogue features into ChatGPT, allowing users to share medical records and connect with various health applications [2] - Tempus AI reported a 111% year-over-year increase in diagnostic revenue, reaching $955 million, highlighting the rapid growth of AI in the medical field [2] - The pharmaceutical sector's global competitiveness is strengthening, with ongoing commercialization and profitability, particularly in innovative drug companies and CXO sectors [2]

光大期货金融期货日报（2026 年 01 月 14 日） 光大期货金融期货日报 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 市场全天震荡调整，创业板指跌近 2%。AI 医疗、AI 制药概念延续强势，华 | | | | 人健康、思创医惠等多股涨停。AI 营销概念继续活跃，引力传媒、利欧股份 | | | | 均 3 连板。油气股盘中拉升，准油股份涨停，通源石油涨超 10%。电网设备 | | | | 概念午后走强，特变电工、三变科技涨停。下跌方面，商业航天概念集体退 | | | | 潮，中国卫通、航天科技等多股跌停。个股跌多涨少，沪深京三市约 3700 股 | | | | 飘绿，今日成交 3.7 万亿，再次刷新历史记录。截止收盘沪指跌 0.64%，深 | | | | 成指跌 1.37%，创业板指跌 1.96%。2026 年初 A 股资金情绪高涨，指数上涨 | | | | 主要受到了全球科技发展的推动，CES（美国消费电子展）与 1 月 6 日至 9 | | | 股指 | 日举办，众多科创企业引人注目，英伟达借机发布新一代 Rubin 架构，预计 | 震荡 | | ...

摩根大通医疗健康大会在旧金山正式召开，大会首日，英伟达与礼来宣布，将在五年内斥资10亿美元在 旧金山湾区建立一个新的联合研究实验室，以加速AI药物研发进程。双方将汇集各自在人工智能技术 与药物研发领域的资源，探索人工智能和加速计算在药物发现流程中的应用，推动新药开发效率提升。 此前OpenAI推出ChatGPT Health，支持用户将医疗记录和健康应用安全连接至AI聊天机器人，结合用户 健康信息提供相关服务，覆盖健康咨询、数据解读等多个场景。国内蚂蚁集团推出的AI健康助手"蚂蚁 阿福"也获得了大量用户关注，链接多家医院与真人医生，实现健康咨询到就医服务的衔接。 中信证券研报提出，2026年AI医疗的支付方更加明确且支付力更强，AI医疗商业化确定性有所提升， 将加速重构医药市场，可关注AI制药、基层AI医疗应用等相关方向。爱建证券指出，AI医疗在政策、 技术、产品和应用场景方面保持快速发展，未来应用场景将从三级医院下沉到基层终端和用户个人， AI医疗落地进程将持续推进。国金证券提到，摩根大通医疗健康峰会作为全球医疗投资的风向标，多 家中国企业已发布现场演讲计划，会议有望提振创新药行业BD预期，改善行业整体情绪 ...

Core Viewpoint - The AI healthcare sector is experiencing significant growth, with both A-shares and Hong Kong stocks showing strong performance, particularly in AI medical ETFs and related stocks [1][2][3] Group 1: A-share Market Performance - The largest medical ETF in the A-share market (512170) surged by 3%, reaching a near three-month high, with active trading exceeding 1 billion CNY within the first hour of trading [1] - Key stocks such as Meiyuan Health and Weining Health saw substantial gains, with Meiyuan Health achieving a four-day consecutive rise and Weining Health spiking by 14% at one point [1] Group 2: Hong Kong Market Performance - The Hong Kong medical sector continues to strengthen, with the Hong Kong Stock Connect medical theme index rising consistently since the beginning of the year, led by Alibaba Health, which increased by nearly 10% [2] - The newly listed Hong Kong Stock Connect medical ETF (159137) has seen significant gains, with a trading volume exceeding 110 million CNY and a peak increase of nearly 3% within three days of its launch [2] Group 3: AI Healthcare Developments - Recent collaborations in the AI healthcare field include a partnership between NVIDIA and Eli Lilly to invest 1 billion USD over five years in an AI drug development lab in Silicon Valley [3] - In China, Tsinghua University's team has developed an AI-driven high-throughput drug virtual screening platform, DrugCLIP, with research results published in the journal Science [3] - The penetration rate of AI healthcare applications is rapidly increasing, with Ant Group's AI assistant, Antifufu, surpassing 30 million monthly active users, and OpenAI's ChatGPT Health reaching over 40 million daily users globally [3] Group 4: Brain-Computer Interface Developments - Elon Musk announced that Neuralink's brain-computer interface products are set to enter mass production by 2026, with nearly automated surgical procedures [3] - Strong Brain Technology, a leading domestic company in the brain-computer interface sector, has submitted an IPO application to the Hong Kong Stock Exchange [3] - The Ministry of Industry and Information Technology in China has indicated a focus on quantum technology and brain-computer interfaces during the 14th Five-Year Plan, emphasizing technological breakthroughs and enterprise cultivation [3]

公开资料显示，作为AI医疗领域的头部企业，医渡科技已构建起覆盖"医-药-险-患"全产业链的AI产品与 解决方案体系，截至2025年9月30日，"AI医疗智能大脑"YiduCore已累计处理分析近70亿份经授权的医 疗记录，覆盖医院合作网络超10,000家，公司智能化解决方案覆盖医院诊疗、科研、运营管理等多个场 景，深度支撑了众多医院的高质量发展与科研创新。 医渡科技(02158)再涨超9%，截至发稿，涨8.7%，报7港元，成交额1.85亿港元。 消息面上，近日，医渡科技与西安交通大学第二附属医院(西北医院)联合申报的 "融合创新 新质生产力 助力智慧乳腺疾病学科高质量发展"项目，荣获第八届智慧医疗创新大赛陕西赛区一等奖。此次获奖是 医渡科技"以AI驱动医疗创新"战略的生动实践。截至目前，医渡科技已于全国性行业大赛中累计荣获 20+奖项，持续彰显公司AI医疗创新深厚实力。 ...

Group 1 - The A-share and Hong Kong stock markets are experiencing a surge in AI healthcare stocks, with the largest medical ETF (512170) reaching a 3% increase, marking a three-month high [1][7] - Major AI healthcare stocks such as Meinian Health have achieved four consecutive trading limits, while Weining Health saw a spike of 14% [1][7] - The trading volume for the medical ETF (512170) exceeded 1 billion CNY within the first hour of trading [1][7] Group 2 - The Hong Kong medical sector continues to strengthen, with the Hong Kong Stock Connect medical theme index rising consistently since the beginning of the year, led by Alibaba Health with nearly a 10% increase [1][9] - The newly listed Hong Kong Stock Connect medical ETF (159137) has seen significant gains, with a trading volume surpassing 110 million CNY within three days of its launch [1][9] Group 3 - Recent developments in AI healthcare include a partnership between NVIDIA and Eli Lilly to invest 1 billion USD over five years in an AI drug research lab in Silicon Valley [2][10] - Tsinghua University has developed an AI-driven high-throughput drug virtual screening platform, DrugCLIP, with results published in the journal Science [2][10] - The penetration rate of AI healthcare in the consumer sector is rapidly increasing, with Ant Group's AI assistant user base exceeding 30 million monthly active users [2][10] Group 4 - In the brain-computer interface sector, Elon Musk announced that Neuralink's products will enter mass production by 2026, with nearly automated surgical operations [3][10] - Strong Brain Technology, a leading domestic company in brain-computer interfaces, has reportedly submitted an IPO application to the Hong Kong Stock Exchange [3][10] - The Ministry of Industry and Information Technology has indicated a focus on quantum technology and brain-computer interfaces during the 14th Five-Year Plan, emphasizing technological advancements and enterprise cultivation [3][10]

智通财经APP获悉，医渡科技(02158)再涨超9%，截至发稿，涨8.7%，报7港元，成交额1.85亿港元。 消息面上，近日，医渡科技与西安交通大学第二附属医院(西北医院)联合申报的 "融合创新 新质生产力 助力智慧乳腺疾病学科高质量发展"项目，荣获第八届智慧医疗创新大赛陕西赛区一等奖。此次获奖是 医渡科技"以AI驱动医疗创新"战略的生动实践。截至目前，医渡科技已于全国性行业大赛中累计荣获 20+奖项，持续彰显公司AI医疗创新深厚实力。 公开资料显示，作为AI医疗领域的头部企业，医渡科技已构建起覆盖"医-药-险-患"全产业链的AI产品与 解决方案体系，截至2025年9月30日，"AI医疗智能大脑"YiduCore已累计处理分析近70亿份经授权的医 疗记录，覆盖医院合作网络超10,000家，公司智能化解决方案覆盖医院诊疗、科研、运营管理等多个场 景，深度支撑了众多医院的高质量发展与科研创新。 ...