基层AI医疗应用
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医疗AI加速十万亿级医药市场重构,科创医药ETF嘉实(588700)一键布局AI医药发展机遇
Sou Hu Cai Jing· 2026-01-14 06:13
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 1.00% as of January 14, 2026, with Tianzhihang leading the gain at 18.97% and Rongchang Biopharmaceuticals experiencing the largest drop at 9.83% [1] - Eight departments jointly issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," emphasizing the promotion of intelligent equipment iteration and supporting AI applications in high-end medical equipment and telemedicine [1] - Nvidia and Eli Lilly announced the establishment of an AI joint laboratory, planning to invest up to $1 billion over the next five years to accelerate drug development, indicating increased investment from leading overseas companies in domestic related fields [1] Group 2 - CITIC Securities reported that the medical AI sector is expected to accelerate the restructuring of the trillion-yuan pharmaceutical market, with a fundamental change in the payment logic for AI medical services anticipated in 2026 [2] - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 48.85% as of December 31, 2025, including companies like United Imaging Healthcare and BeiGene [2] Group 3 - The Jiashi Sci-Tech Medical ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index, providing an opportunity for investors to easily access the biopharmaceutical sector [3]