"从电梯、地铁站的各种广告，到现在我买个会员也能被骗，蚂蚁阿福的推广似乎无孔不入。"在购买会员服务被骗后，张兴感到十分不满。 在接受晚点采访时，蚂蚁集团总裁韩歆毅曾给出一组数据：阿福改名一个多月后，单日用户提问量翻倍至1000万，月活用户规模翻倍至3000万。他的判断 是，健康需求并不低频，反馈也"总体正向"，尤其集中在对医疗与健康已有认知的人群中。 张兴所说的"会员"，是近期在多家电商及内容平台上浮现的一类诱导性链接。它们通常以极低价格，几毛甚至0.01元，来吸引用户购买视频会员、网站会 员或流量包等虚拟商品，随后引导用户执行一系列操作才能"领取"。 同时进一步强调"我们要保持这个节奏，进一步加快去推。" 这些步骤往往最终指向下载蚂蚁阿福App，而所谓的会员权益也不会实际到账。据「市象」观察，这类链接已在小红书、闲鱼、淘宝、B站等多个具备交 易功能的平台上出现，混杂在正常的商品链接中，让人防不胜防。 持续加码的动作下，2025年12月AQ 改名为阿福后，广告投放迅速铺开。韩歆毅在采访中坦言，一个月花了"小几个亿"，而目标也很清晰：抢占心智，在 2026年继续投放，直到用户规模达到可以自传播的程度。 这正是地 ...

蚂蚁集团旗下"蚂蚁阿福"火爆之后，OpenAI也决定入局AI医疗健康领域。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。据 悉，蚂蚁阿福新版发布一个月后，最新月活跃用户数已达3000万，用户单日提问量已超1000万，一个月 时间翻倍。 蚂蚁阿福的快速发展，足见健康正在成为需求爆发的领域。OpenAI发布ChatGPT Health功能时也表示， 健康已经成为用户最常使用AI的领域，全球每周有超过2.3亿 在ChatGPT 上咨询健康和健身相关的问 题。 作为第一个AI健康专业应用，蚂蚁阿福的12月新版本提供健康问答、健康陪伴、健康服务三大功能， 打通了从日常健康咨询到在线问诊、线下就医的全链路服务，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。新发布的ChatGPT Health功 能和阿福相似，有健康问答、报告解读、链接智能设备等功能，但还未打通挂号、在线问诊等就医资源 和环节。 OpenAI方面表示，ChatGPT Health目前还只向 部分早期 户开 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司深耕医疗诊断领域，聚焦于体外诊断领域的量 值溯源体系构建，应该比蚂蚁集团更专业、更有权威。你们有没有开发AI健康应用App？没有的话，希 望贵公司能够依托自身体外诊断全产业链优势，尽快研发。希望贵公司能尽快推出AI健康App，抢占市 场，扩大用户规模。不然又会让别人抢占先机了。 （文章来源：每日经济新闻） 迈克生物（300463.SZ）12月22日在投资者互动平台表示，公司目前暂未涉及AI健康应用App的开发。 ...

消息面：截至2025年12月12日，股票私募仓位指数攀升至83.59%，较前一周环比上涨0.61个百分点，年内新 高再度被刷新。蚂蚁集团旗下AI健康应用蚂蚁阿福下载量猛增，最新数据显示已冲上苹果应用免费榜第二 位。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 大消费板块持续拉升，零售、乳业方向领涨，包括中央商场、上海九百、庄园牧场等在内的多股涨停。智能 驾驶概念走强，其中浙江世宝4连板。路畅科技4天2板。商业航天概念反复活跃，其中华体科技2连板。可控 核聚变概念开盘表现强势，其中王子新材3天2板。 贵金属陷入调整，截止午盘下跌1.06%，其中晓程科技下跌2.61%，招进黄金下跌2.34%。影视院线概念走 弱，其中博纳影业大跌。Chiplet概念、保险、能源金属、电子化学品、半导体、高带宽内存等行业板块均小 幅下跌。 高开高走后震荡上行，截止午盘三大指数均小幅上涨，其中沪指上涨0.59%，深成指上涨1.93%，创业板指上 涨0.99%。两市合计超4700只个股上涨，合计成交额1.09万亿。 ...

Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index up 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 1.29% and 2.17% respectively, with a total trading volume of approximately 1.66 trillion yuan [2] - The pharmaceutical retail sector saw a resurgence, with companies like Huaren Health and Shuyuan Pingmin rising by 20%, and Yixin Tang increasing by 10%, indicating strong market interest [2] - Ant Group announced an upgrade of its AI health application to "Ant Ai Fu," focusing on a "health+" strategy, which aims to assist users in managing their health like a personal friend [2] Group 2 - The commercial aerospace sector remains active, with Tianyin Electromechanical rising over 16% and Aerospace Huanyu increasing by 14.71%, reflecting investor confidence in the industry [3] - The Long March 12A reusable rocket, developed by China Aerospace Science and Technology Corporation, is set for its historic first launch in December 2025, marking a significant milestone in China's space endeavors [3] - A report from Huaxi Securities highlights a shift in the commercial aerospace sector towards reusable manufacturing, with companies like SpaceX leading the way in reducing costs through increased reuse and launch frequency [3] Group 3 - The Central Economic Work Conference emphasized expanding domestic demand as a top priority for 2025, focusing on structural changes in consumption to stimulate growth [4] - Bank stocks performed well, with Shanghai Bank, Chongqing Rural Commercial Bank, and Suzhou Bank showing positive movements, indicating investor confidence in the banking sector [4] Group 4 - CICC's report forecasts that listed banks will see revenue growth rates of 2.5% and 3.6% for 2026 and 2027 respectively, with net profit growth rates of 1.9% and 2.6% [5] - The battery, AI, and PCB sectors experienced collective declines, with companies like Huasheng Lithium Battery dropping over 10%, indicating potential challenges in these industries [5] - Other sectors such as brokerage, automotive, liquor, and semiconductors also faced downturns, with notable declines in stocks like Muxi and BYD [5]

今日市场震荡分化，银行、煤炭等红利风格强势，支撑沪指走势，新能源、算力等赛道股调整，拖累创 业板。市场全天成交1.6万亿，较上个交易日缩量超千亿，两市上涨个股总体涨多跌少。 盘面上，医药商业概念强势爆发，漱玉平民、华人健康等多股涨停。消息面上，近期，蚂蚁集团正式推 出AI健康应用"蚂蚁阿福"，月活跃用户规模超1500万。市场人士认为，AI技术与健康管理场景的深度融 合有望开启新增长空间，提振板块整体情绪。 其他热点方面，银行板块午后拉升，上海银行、渝农商行等股涨超3%；煤炭板块走高，安泰集团、陕 西煤业等股领涨；存储芯片板块午后拉升，万润科技一度涨停；券商板块高开低走，中金公司涨停价开 盘，最终收涨3.7%；CPO、锂电等板块走低。 展望后市，中银证券认为，随着地缘政治风险的缓和以及中美政策预期的逐步落地，明年A股的跨年配 置行情有望提前启动，围绕"春躁"布局，可重点关注科技+"反内卷"两条主线。 从个股看，两市上涨2845家，下跌2416家，199家涨幅持平。两市共72股涨停，共8股跌停。 截至收盘，沪指涨0.16%报3876.37点，成交7049亿元；深成指跌1.29%报13053.97点，成交9506亿 ...

【 导读 】 A股主要指数走势分化，创业板指半日跌1.81%；SPD、商业航天方向走强，ST板块遭"爆炒" 中国基金报记者 晨曦 大家好！来一起关注上午的市场行情和最新资讯～ 12月18日上午，A股市场走势有所分化。截至午间收盘，上证指数涨0.16%，深证成指跌0.85%，创业板指跌1.81%。 全市场半日成交额为1.06万亿元，较昨日略有放量，超3600只个股上涨。 盘面上，国防军工、轻工制造、纺织服饰等板块走强，SPD、商业航天、6G等概念股火热，储能、锂电、覆铜板等概念股回调。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | SPD | | 卫星互联网 | 卫星导航 | 商业航天 | | 5.41% | | 5.05% | 4.30% | 4.16% | | 医保支付改革 | | 化学纤维 | 6G | 军民融合 | | 2.99% | | 2.92% | 2.91% | 2.86% | | 大飞机 | | 军工信息化 | 消费电子代工 | 动力电池 | | 2.85% | | 2.55% | -1.15% | -1.18% | | 磷酸 ...

Market Overview - The A-share market shows a typical "strong Shanghai, weak Shenzhen" divergence, with the Shanghai Composite Index rising by 0.16% to 3876.4 points, while the Shenzhen Component Index fell by 0.85% and the ChiNext Index dropped by 1.81% [1] - Total trading volume in both markets exceeded 1.04 trillion yuan, indicating a slight increase in activity, reflecting a phase of intense structural adjustment [1] Sector Performance - The defense and military industry sector led the gains with a 1.69% increase, followed by light industry manufacturing and textile and apparel sectors [1] - Cyclical and defensive sectors, represented by oil and petrochemicals, banks, and non-ferrous metals, also showed strength, contributing to market support [1] - Conversely, technology growth sectors, including power equipment, communications, and electronics, generally retreated, negatively impacting the ChiNext Index [1] AI Health Application Impact - Ant Group's AI health application "Antifufu" has seen explosive growth, surpassing 15 million monthly active users, indicating a significant shift in health management through AI technology [2] - The popularity of AI health applications is expected to optimize the allocation of medical resources and provide retail medical enterprises with traffic benefits, transforming them from "pharmacies" to "health management centers" [2] Future Market Outlook - The market is expected to experience structural opportunities rather than significant single-direction movements, with a central economic work conference setting a tone of "moderate easing" for future policies [2] - Anticipation for the 2026 "spring market" rally is rising, with historical trends suggesting that policy expectations and liquidity could lead to a notable phase of market activity [3] - The future market focus may become more balanced, with technology innovation, particularly in AI, remaining a long-term theme, alongside cyclical industries benefiting from price recovery and high-dividend defensive sectors [3]

Core Viewpoint - The article discusses the evolution of health management through AI, highlighting the launch of Ant Group's upgraded AI health application "Ant Aifu," which transforms from a health tool into a proactive health companion that understands and engages with users [2][3]. Group 1: AI Health Application Development - Ant Group's AI health application has been upgraded and renamed from AQ to "Ant Aifu," marking a significant shift in its product logic to become a more interactive and caring health assistant [2][3]. - The new app quickly rose to the top of the Apple App Store, reaching the second position in the free download chart, indicating strong market demand [2]. - The upgrade reflects a broader trend in China where AI technology is being integrated into practical health scenarios, showcasing a path of "application innovation" [2][3]. Group 2: Features and User Experience - The "Health Companion" feature of Ant Aifu aims to bridge the gap in long-term rehabilitation and prevention, addressing the challenges users face in managing their health [4]. - Users can set specific health goals, such as "30-day weight loss" or "chronic disease management," with the app providing tailored reminders and suggestions based on their health data [9]. - The app facilitates continuous, two-way interaction, making it easier for users to monitor their health progress remotely [10]. Group 3: AI's Role in Health Management - Ant Aifu introduces an "AI Clinic" feature that simulates a doctor's inquiry process, helping users articulate their symptoms and connect with real doctors for professional diagnoses [11]. - The app enhances its multi-modal capabilities, allowing users to analyze complex medical reports and medication packaging through photos [12]. - This approach lowers the interaction barrier, making it particularly user-friendly for older adults [13]. Group 4: Market Context and Competitive Landscape - The demand for health management solutions in China is immense, driven by a large population and a comprehensive digital infrastructure that supports AI applications [15][24]. - The healthcare sector is highly specialized, requiring AI solutions to be accurate and reliable, which presents a significant entry barrier for competitors [16]. - Ant Group has established a vast service network, having served over 800 million users and connected with more than 5,000 hospitals and 300,000 real doctors, enhancing the app's credibility and reach [18]. Group 5: AI's Impact on Healthcare Accessibility - Ant Aifu's model allows for the distribution of medical expertise beyond geographical limitations, reaching a broader audience, especially in lower-tier cities where 55% of users come from [20]. - The app has achieved over 15 million monthly active users, indicating a strong demand for accessible health services [26]. - The article emphasizes that AI can democratize healthcare, allowing a single expert's knowledge to benefit many, contrasting with traditional healthcare delivery models [30][31].

Core Viewpoint - The successful IPO of Easy Health Group marks a significant transition from a crowdfunding platform to an AI-driven health management company, aiming to enhance its market position and financial performance [1][11]. Group 1: IPO Success Factors - Easy Health Group has transformed itself into an AI health company, moving away from solely selling insurance and focusing on high-margin technology services, with AIcare technology stack and Dr.GPT for smart consultations and chronic disease monitoring [4]. - The company has shown a strong financial recovery, with a compound annual growth rate (CAGR) of 54.9% in revenue from 2022 to 2024, and a revenue of 656 million yuan in the first half of 2025, representing an 84.7% year-on-year increase [4]. - The backing of prominent investors such as IDG Capital, Tencent, and Sunshine Insurance provides validation of Easy Health's business model and future prospects, instilling confidence in potential investors [5]. Group 2: Challenges Ahead - The separation of the major revenue source, the crowdfunding platform "Qing Song Chou," has led to a decline in active users, dropping from 70.5 million in 2022 to 22.7 million in the first half of 2025, a decrease of 26.5% [8]. - The gross margin has significantly decreased from 82.6% in 2022 to 38.3% in 2024, stabilizing around 32.5% in the first half of 2025, indicating potential profitability challenges [8][9]. - The company faces intense competition in both the insurance and digital health service sectors, with rivals like Waterdrop and Ping An Good Doctor, necessitating strategic adaptations to maintain market relevance [9]. Group 3: Future Prospects - The IPO is expected to provide capital for further technological advancements, with plans to raise up to 601 million HKD, allocating 40% for brand building and user engagement, and 20% for AI and big data capabilities [11]. - The successful IPO signifies regulatory and market recognition of Easy Health's dual business model of digital health services and health insurance, suggesting long-term profitability potential [11]. - With the backdrop of the "Healthy China 2030" initiative and the AI healthcare trend, Easy Health Group is positioned for growth, provided it can enhance its user acquisition strategies [11].