据9to5Mac援引知情人士消息，苹果计划在今年春季发布的iOS 26.4更新中推出"改版"的健康应用 （Health app）。此次更新将引入AI代理、饮食追踪功能以及类似Fitness+的视频服务，旨在通过硬件优 势巩固其在健康监测领域的护城河，并直接挑战MyFitnessPal和Noom等现有服务商的市场地位。 就在苹果新动向曝光的前几日，AI领域的两大领头羊刚刚完成了各自在医疗赛道的布局。OpenAI数据 显示，每周有超过2.3亿人在其平台上咨询健康问题，公司随即推出了ChatGPT Health，旨在将聊天机器 人转化为整合用户医疗记录的"个人超级助手"。与此同时，Anthropic宣布推出符合HIPAA（美国健康保 险流通与责任法案）标准的医疗AI工具，并已获得包括Banner Health在内的大型医疗系统采用。 苹果的全面反击：AI代理与饮食追踪 随着科技巨头加速在垂直领域的渗透，医疗健康正成为继搜索和办公软件之后，人工智能应用最激烈 的"兵家必争之地"。 与苹果侧重硬件生态不同，OpenAI选择通过大模型能力切入市场。OpenAI应用业务CEO Fidji Simo表 示，ChatGPT H ...

导语：OpenAI也坐不住了，但阿福的作业不好抄。 月活突破 3000万，单日提问量超1000万，稳居 第一大 健康管理类 应用 ，蚂蚁阿福 成为年度 AI黑马 之后， 全球 AI巨头 Open AI 也坐不住了。 1月8日，Open AI推出ChatGPT Health功能，支持健康问答、智能设备联动、饮食运动规划等 服务。功能设计还是使用场景，都与蚂蚁阿福高度相似。 这一次， 中国的 AI应用，成了被 "跟进" 的范本 。 这背后 是一条已被验证的 中国 AI务实路线：蚂蚁阿福依托 5000+医院、30万真人医生的网 络，连接起 挂号、医保、电子病历等 服务闭环链路 ， 以 "问答无广告" 保障专业客观 ， 将 医 疗健康资源惠及 普通人， 更 从产业落地的角度加速 AI发展 ， 让 医疗 健康成为 现阶段 AI赛道 中最可规模化、也最具确定性的突破口。 然而，对 ChatGPT而言，这份"中国作业"，门槛远比想象中更高。 为什么此 前 健康 AI 长期 "悬浮"？ 在蚂蚁阿福跑通之前， 健康 AI 领域 长期 面临三大 难点 ： 信息 孤岛、信任 缺失 与商业化失 衡 、场景之困 。 一方面，医疗信息天 ...

人民财讯1月8日电，由香港贸易发展局主办的第35届教育及职业博览将于1月22至25日在香港会议展览 中心举行。本届博览设有四大主题日，包括"公务员及公共服务"、"崭新科技，解锁未来"、"医疗健 康"及"大湾区升学就业机会"。 ...

1月7日上午，韩国总统李在明在上海出席中韩创新创业论坛。近300名来自中韩两国智能制造、新材 料、人工智能、医疗健康、文化创意与消费服务等领域的企业代表出席论坛。期间，李在明与中国机器 人握手。（中新网） ...

2027年北京将在医疗健康领域建成人工智能产业支撑体系 《行动计划》从聚焦核心场景应用、进一步拓宽应用场景、加大支撑保障力度等3个维度出发，共部署 了16项重点任务。 核心场景应用方面，聚焦辅助临床诊疗、基层卫生和健康管理的核心应用场景，鼓励医疗机构与优质人 工智能企业开展应用研发合作，培育并遴选成熟产品，推广至全市相关医疗机构开展应用。 拓宽应用场景方面，在赋能核心场景应用的基础上，拓宽赋能公共卫生管理、医疗机构智能管理、行业 智能监管以及面向公众智能服务的场景，鼓励医疗机构开展诊前、诊中、诊后全流程智能化服务。 加大支撑保障力度方面，从基础设施、需求对接和应用推广渠道、打造示范医疗机构、人才队伍、学术 支撑、政策支持、入院应用和交流合作等方面提供支持，包括建设医疗专有的千卡算力集群，在市卫生 健康委官网开设专题栏目，实现供需双方的精准对接。 中新网北京12月30日电(记者 徐婧)北京发布行动计划和措施助力人工智能医疗健康前沿技术突破和行业 产业双向赋能发展。明确到2027年，将在医疗健康领域建成"需求精准对接、数据高效流通、技术快速 转化、生态协同发展"的人工智能产业支撑体系。 北京市卫生健康委30日召开 ...

在数字城市建设领域，东软集团与抚顺市政府将积极推动以新基础设施为中心的数字城市建设，开 展"一数一源一标准"治理工作，在医疗、公共卫生、人社、就业等领域深入探索数据要素市场化配置， 建设高质量可信数据空间，研发具有创新性和实用性的数据产品，进一步释放数据要素价值，推动"一 人、一档、一码"等场景落地，促进数据产品市场化交易，提高公共服务和社会治理智能化水平，为抚 顺市的数字经济发展开辟新的增长点，助力抚顺市在数字经济浪潮中抢占先机。 在医疗健康领域，双方将依托东软集团在医疗健康领域的产业布局和创新实践，在医院信息化、医疗设 备等领域展开合作，为抚顺市医院打造先进的医院管理系统，助力医院持续提升诊疗效率和服务质量， 积极推动抚顺市医疗水平持续提升，为市民的健康福祉提供坚实保障。 东软集团表示，本次战略合作是一次政企携手探索数字经济，以科技驱动城市发展和民生福祉的有益尝 试。双方将以此为重要契机，在养老、智慧城市、医疗健康等更多领域持续深化合作，为推动城市经济 高质量发展做出贡献。 东软集团介绍，此次合作将紧密围绕抚顺市高质量发展要求，充分发挥东软集团在医疗健康、智慧城市 以及数据价值化等领域的技术积累和创新能力 ...

Core Viewpoint - Ant Group has upgraded its AI health application AQ to "Ant Afu," marking a shift from a tool to a service-oriented approach, focusing on health companionship, health Q&A, and health services [2][3]. Group 1: Application Upgrade and Market Positioning - The upgraded "Afu" app has seen a surge in downloads, quickly reaching the 3rd position in the Apple App Store [2]. - Ant Group's health division has been elevated to one of the five core strategic sectors, indicating a strong commitment to the healthcare market [3]. - The company aims to address the growing health service demands of an aging population in China, which has surpassed 310 million people aged over 60 [4]. Group 2: User-Centric Features and Services - "Afu" is designed to act as a proactive health manager, providing reminders and support for lifestyle changes such as smoking cessation and exercise [5][6]. - The app connects users with over 300,000 real doctors and collaborates with more than 500 renowned physicians to enhance its service offerings [7]. - Ant Group emphasizes the importance of high-quality data and collaboration with medical experts to ensure the accuracy and reliability of its AI health services [8][13]. Group 3: Future Plans and Ecosystem Development - Ant Group is exploring partnerships with both B-end (hospitals) and G-end (health authorities) to create a comprehensive health service ecosystem [5]. - The company plans to integrate AI with hardware, such as AI blood pressure monitors and blood glucose meters, to better serve the elderly population [19]. - Future developments will focus on preventive health measures and lifestyle management, aiming to create a seamless health service experience from companionship to medical care [19].

Group 1: Company Performance - China Ping An's stock price has been rising, with a 4.98% increase today, reaching a new high since April 2021, and a market capitalization of 1.21 trillion yuan [1] - China Life also saw a 2.1% increase today, hitting a new high for the year [1] - Morgan Stanley raised its target price for China Ping An's H-shares to 89 HKD and A-shares to 85 CNY, while CICC increased its A-share target price from 74.4 CNY to 89.8 CNY and H-share target price from 71 HKD to 99.4 HKD [5] Group 2: Industry Trends - The insurance sector experienced significant gains, with China Ping An and China Pacific Insurance leading the rise [3] - A recent notification from the National Financial Regulatory Administration has eased capital regulations for insurance companies, potentially benefiting large insurers with high stock investment ratios [5] - The consumer sector is also showing strength, with various sub-sectors like dairy, liquor, and retail experiencing notable increases [6][9] - The central economic work conference emphasized the importance of domestic demand, aiming to build a strong domestic market [9]

Group 1: Company Performance - China Ping An's stock price has been rising, with a 4.98% increase today, reaching a new high since April 2021, and a market capitalization of 1.21 trillion yuan [1] - China Life also saw a 2.1% increase today, hitting a new high for the year [1] - The stock price of China Ping An hit a historical high on November 30, 2020, followed by a decline, reaching a multi-year low on October 31, 2022 [1] Group 2: Market Trends - The insurance sector experienced significant gains today, with China Ping An and China Pacific Insurance leading the rise [3] - The broader market saw a decline, with the Shanghai Composite Index down 0.11%, Shenzhen Component Index down 0.71%, and ChiNext Index down 1.29% [2] Group 3: Analyst Upgrades - Morgan Stanley raised its target price for China Ping An's H-shares to 89 HKD and A-shares to 85 CNY, citing opportunities in wealth management, healthcare, and pension services [5] - CICC also increased its target price for China Ping An's A-shares from 74.4 CNY to 89.8 CNY and H-shares from 71 HKD to 99.4 HKD [5] Group 4: Regulatory Environment - The National Financial Regulatory Administration issued a notice on December 5, adjusting risk factors for insurance companies, which is expected to ease capital pressure and promote stable operations in the industry [5] - The notice is particularly beneficial for large insurance companies with a high proportion of stock investments [5] Group 5: Consumer Sector Developments - The consumer sector is showing strength, with significant gains in dairy, liquor, retail, and beer sectors [6][9] - Recent government policies emphasize the importance of domestic demand and aim to enhance the consumer market, with plans for substantial growth in consumption by 2027 and 2030 [9]

摩根士丹利对中国平安的看法更趋乐观，认为其可把握财富管理、医疗健康及养老服务三大核心机遇。 该行预计投资者担忧将逐步消散，为估值重估铺平道路。该行重申对其"增持"评级，目标价由70港元升 至89港元。(格隆汇) MACD金叉信号形成，这些股涨势不错！ 中国平安作为内险股龙头，获多家大行看好。中信证券更新2025年金股组合，将中国平安列为高切低轮 动精选个股之一。该行指，中国平安在利率周期上判断比同业前瞻，长债持仓和高股息布局领先市场， 银保扩展和保单价值率提升领先市场，保险合同服务边际正在筑底向好，质变正在发生，阿尔法回报略 慢但较为确定；同时，公司及时大幅提升股票仓位，贝塔属性显著增强，牛市周期盛宴刚刚开始。 中金指，展望2026年，寿险行业将再入黄金发展期、负债端有更积极的发展趋势呈现，行业投资逻辑将 从"寻求存量业务的重估修复"重回 "给予成长能力估值溢价"，优质寿险有望王者归来、目标估值重回 1.0x P/EV之上。中金预计中国平安将引领行业下轮估值修复，A股目标价从74.4元上调至89.8元，H股 目标价从71港元上调至99.4港元，均维持"跑赢行业"评级。 瑞银重申中国平安为行业首选，予"买入"评 ...