想象一下去医院看病，人工智能（AI）系统根据患者的检查数据实时自动生成治疗方案，经医生审查后，如果患者和医生皆不反对就直接执行该方案—— 这不是科幻，而是中国医学科学院血液病医院（中国医学科学院血液学研究所）信息与资源中心首席技术专家陈俊仁和姜尔烈团队的最新技术突破。近日， 上述团队在《自然·通讯》杂志发表文章，首次报道条件式自主AI开立药物处方的临床实践。 陈俊仁表示，当前AI的临床医学应用多是"辅助型AI"。好比社交平台的智能引擎推送个性化的新闻信息，辅助型的医疗AI基于患者情况生成个性化的医学 专业信息，接着医生和患者决定是否采纳该信息并共同决定如何根据AI所提供的信息制定诊治方案。 然而，随着AI迅速深入到人类日常生活的多个方面，条件式自主AI模式也越来越普遍。例如汽车驾驶导航软件不仅提供空间地图信息和实时路况，而且可 直接计算出最优驾驶路线。 研究团队认为，未来AI临床应用也可能采取条件式自主模式，即AI制定医疗方案作为默认选项，若医生和患者不否决就执行该默认方案。研究团队假设， 在满足三个条件的情况下，医生和患者更可能愿意接受使用条件式自主AI生成医疗方案：一、除了AI手段之外没有其他方法能精准判 ...

Core Viewpoint - The article discusses the recent investment by ASML in the AI unicorn Mistral AI, highlighting the significance of this deal in the context of Europe's venture capital landscape and its struggle to compete with the US and China in the AI sector [4][5][16]. Investment Landscape - In 2023, Europe saw a total of $8 billion in AI venture capital investments, significantly lagging behind the US at $68 billion and China at $15 billion [4]. - By 2024, the situation improved slightly with Europe reaching $11 billion, while the US secured $47 billion, indicating a persistent gap [5]. Mistral AI's Financing - Mistral AI recently completed a Series C funding round, raising €1.7 billion (approximately ¥14.2 billion) with a post-money valuation of €11.7 billion (approximately ¥97.8 billion) [5][7]. - ASML led this funding round, contributing €1.3 billion (approximately ¥10.9 billion) for an 11% equity stake [7]. Strategic Implications - The partnership between ASML and Mistral AI is seen as a significant move for Europe, aiming to enhance technological sovereignty and reduce reliance on US tech companies [8][9]. - Mistral AI plans to use the funds to develop customized decentralized AI solutions for industrial applications, aligning with ASML's goals to improve its product offerings [9][10]. Market Position and Challenges - Despite its high valuation, Mistral AI holds only a 2% market share in the large model AI sector, facing stiff competition from established players like Deepseek and OpenAI [10][11]. - The company’s revenue model is heavily reliant on a few large contracts, raising concerns about its sustainability and ability to compete in the rapidly evolving AI landscape [11][12]. Political and Economic Context - The investment is viewed by some as politically motivated, given the background of Mistral AI's co-founder, who previously served in the French government [12][14]. - The article suggests that ASML's investment could be a strategic move to bolster Europe's industrial capabilities in AI, reflecting a shift in focus towards vertical applications rather than consumer-facing products [16][17]. Future Outlook - The article concludes that while the investment provides Mistral AI with necessary resources, the broader European venture capital ecosystem must adapt to compete effectively in AI, particularly in specialized applications like healthcare [16][18].

编译丨王聪 编辑丨王多鱼 排版丨水成文 医疗 AI 智能体 （ medical AI agent ）代表了医疗保健领域的变革性范式，其 自主性 、 适应性 和对复杂任务的 决策能力 使其区别于传统的人工智能。 2025 年 9 月 26 日，澳门科技大学 张康 、 霍文逊 、澳门城市大学 印赟 、解放军总医院第一医学中心 陈香美 院士、中山大学肿瘤防治中心 骆卉妍 等在 Cell 子刊 Cell Reports Medicine 上发表了题为： A foundational architecture for AI agents in healthcare 的综述论文。 该综述提出了一个基于四大核心组件—— 规划 、 行动 、 反思 与 记忆 的 医疗 AI 智能体 概念框架，重点考察该框架在关键临床领域的应用——从提升诊断准确 率、个性化治疗方案，到指导机器人手术和实现实时患者监测。研究深入分析了实施过程中面临的多重挑战，包括技术集成、临床医生接受度、法规适应性，以 及数据隐私和算法偏见等伦理问题。未来发展方向包括向主动式多智能体协作系统的转型，以及具有前瞻性的" AI 智能体医院 "概念。尽管这些智能体系统 ...

Core Insights - Ark Health (06086) saw a significant increase of over 8%, reaching HKD 4.34 with a trading volume of HKD 40.77 million, following a report in Nature highlighting China's innovative chronic disease management model that integrates AI [1] Group 1: Industry Overview - The report in Nature emphasizes China's unique approach to chronic disease management, which effectively combines AI with various chronic disease management strategies, making it a rare example globally [1] - The emergence of new AI technologies, particularly large models, has created a new wave of innovation in the healthcare sector, with Ark Health positioned to capitalize on these trends [1] Group 2: Company Developments - Ark Health's "super digital brain," the Xing Shi large model, powers five major applications: AI medication assistant, AI health steward, AI doctor assistant, AI academic assistant, and AI search, each tailored for specific clinical and patient scenarios [2] - The AI academic assistant product enhances efficiency by providing expert-level answers with voice interaction capabilities, catering to the busy schedules of clinical doctors [2]

Group 1 - The core viewpoint of the articles highlights the significant rise of Ark Health (方舟健客) stock, which increased by 8.23% to HKD 4.34, with a trading volume of HKD 40.77 million, following a report in Nature about China's medical AI models [1] - The Nature report emphasizes China's chronic disease management model, which integrates AI with various chronic disease management practices, showcasing a successful case that is rare globally [1] - The report indicates that while there are few large-scale companies in the overseas market that deeply integrate AI with chronic disease management, China's innovative forces are emerging in this field, potentially allowing for a leapfrog development [1] Group 2 - Ark Health's "super digital brain," the Xing Shi model, drives five major applications: AI medication assistant, AI health manager, AI doctor assistant, AI academic assistant, and AI search, each tailored for specific clinical and patient scenarios [2] - Each application provides real-time and precise assistance in areas such as medication guidance, patient education, diagnostic support, and medical literature queries [2] - The AI academic assistant product enhances efficiency and user engagement by offering expert-level answers with voice interaction capabilities, catering to the busy clinical environment of doctors [2]

Core Insights - The State Council has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence+' Actions," indicating that AI will be a key digital technology for various industries moving forward [1] - The launch of the "Medical Imaging Large Model Intelligent Computing Integrated Machine MIIA-X1" by Yipai Sunshine and Yinghe Medical, in collaboration with Alibaba Cloud, marks a significant advancement in AI applications in the medical imaging sector [1][12] - The MIIA-X1 represents a shift from the 1.0 era of "single-scenario tool" to a 2.0 phase characterized by a "data-model-computing power" integration [1][5] Group 1: Market Trends - The concept of integrated machines has gained traction following the emergence of large models, with enterprises preferring local deployment for security and cost-effectiveness [2][3] - The demand for integrated machines has surged across various industries, particularly in finance, education, healthcare, and government sectors, driven by the need for data security [3][15] - Despite the initial excitement, many enterprises face challenges in effectively utilizing integrated machines, leading to underutilization [3][5] Group 2: Technological Advancements - The "影禾觅芽®" model, developed by Yinghe Medical, utilizes millions of multimodal medical imaging data for training, significantly enhancing the capabilities of AI in medical imaging [6][13] - The MIIA-X1 integrates the "影禾觅芽®" model with hardware, allowing for a comprehensive solution that adapts AI to hospital needs rather than the other way around [12][14] - The collaboration between Yipai Sunshine, Yinghe Medical, and Alibaba Cloud aims to transition medical AI from experimental technology to a standard clinical tool [14][15] Group 3: Industry Applications - AI's integration into the medical field is expected to enhance efficiency, reduce patient wait times, and improve overall healthcare experiences [15][16] - Leading hospitals are already implementing large models for various applications, such as personalized treatment plans and enhanced diagnostic capabilities [16][17] - The future development of AI in healthcare will focus on building standardized research databases, optimizing model training efficiency, and developing specialized AI tools for specific medical needs [17]

Core Viewpoint - The company has established a wholly-owned subsidiary, Orbiva Limited, in Hong Kong to expand its healthcare business, leveraging its expertise in IoT and smart control technologies [1][2] Group 1: Company Establishment - Orbiva Limited was officially registered on September 22, 2025, under Hong Kong's Companies Ordinance and other applicable laws [1] - The new subsidiary will serve as a strategic core for the company, focusing on broader healthcare-related business opportunities [1] Group 2: Business Strategy - The company aims to maintain its existing product-based healthcare operations while independently operating Orbiva Limited [1] - Orbiva Limited will focus on developing an AIoT-enabled home healthcare platform and ecosystem, integrating hardware, software, data, and services [1] Group 3: Future Development - The board is optimistic about Orbiva Limited's future, exploring collaborations with renowned academic institutions for joint laboratories [2] - The company is in discussions with leading hardware suppliers for product definition and development [2] - Initial communications are underway with fintech institutions to explore innovative business models [2]

Core Viewpoint - The 2025 China International Service Trade Fair features a health and hygiene services section that showcases innovations in the health industry, highlighting the strong momentum of health industry upgrades in China [1]. Group 1: Health Technology Innovations - The "优促计划" theme exhibition, organized by the Beijing Municipal Health Commission, showcases over 50 medical technology achievements, making it one of the most technologically advanced areas of the health services exhibition [2]. - A handheld smart fundus camera demonstrated at the exhibition can quickly capture eye images and identify over 20 types of eye abnormalities using AI, aiding in early detection of eye diseases [2]. - The intelligent refractive screening device and electronic vision chart for children provide efficient eye health screening solutions, developed through collaboration among various institutions, addressing the needs of different age groups [3][4]. Group 2: Project Acceleration and Commercialization - The "优促计划" aims to accelerate the commercialization of medical technology innovations, with a project reserve of 1,371 and a pool of nearly 10,000 experts, resulting in 69 projects being commercialized with a total contract value of 555 million yuan [4]. - The establishment of a national AI application pilot base in the medical field was announced, featuring 14 common service capabilities and 31 AI application scenarios to enhance the health industry [5]. Group 3: AI and Smart Health Solutions - The AI virtual doctor "融融" provides health consultations and triage suggestions, showcasing the integration of AI in patient care and decision-making processes [5]. - A retinal disease and chronic disease warning system, developed by Beijing Tongren Hospital and Eagle Eye Technology, uses AI to assess overall vascular health through retinal imaging, achieving commercial success in multiple community health centers [6]. Group 4: Advanced Medical Equipment - Siemens introduced the world's first photon-counting CT, which has been installed in over 20 hospitals across 15 provinces, with more than 180,000 patient scans completed [7]. - The exhibition featured various high-end medical devices and AI solutions, including the world's first 5.0T whole-body MRI system and an AI catheter shaping robot, showcasing significant advancements in medical technology [7]. Group 5: Innovative Service Models - Tianjin Pengruili Hospital presented a comprehensive service model that integrates hospital, rehabilitation, and wellness services, demonstrating a multi-faceted approach to healthcare delivery [8]. - The ongoing development of AI and cloud computing technologies is expected to accelerate the transformation of the healthcare industry towards digitalization and personalization, enhancing consumer experiences [8].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本集團依託於積累十餘年的互聯網醫生平台，應用大數據和人工智能技術鏈接醫 生、患者和藥械企業，提供數字化解決方案，賦能醫療生態，改善醫療質量。 承董事會命 梅斯健康控股有限公司 MedSci Healthcare Holdings Limited 梅斯健康控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：2415） 自願性公告 中標 中國某藥企「痛風智管計劃」大型真實世界研究項目 本公告由梅斯健康控股有限公司（「本公司」，連同其附屬公司，統稱「本集團」）自願 發佈，以告知本公司股東及潛在投資者有關本集團的最新業務發展。 本公司董事（「董事」）會（「董事會」）欣然宣佈，近期，本公司的子公司上海梅斯醫藥 科技有限公司中標中國某藥企的一項大型真實世界研究項目，該項目旨在「透過前 瞻性與回顧性相結合的觀察性研究，系統評估IL-1β單抗治療痛風急性期與間歇期 患者的有效性與安全性」，項目金額為約人民幣2, ...

Core Viewpoint - The article discusses the challenges faced by companies due to government investment funds that impose "return investment" conditions, which often require businesses to relocate their headquarters or core operations to receive funding, creating a dilemma for many firms [5][6]. Group 1: Government Investment Funds and Their Impact - Government investment funds have become a primary source of capital in the primary market, but they often come with conditions that require companies to relocate to receive investment [5][6]. - The trend of local governments actively seeking to attract companies has intensified, with some officials personally leading efforts to entice businesses to move [7]. - The "return investment" requirement binds venture capital and private equity firms to assist local governments in attracting businesses, which complicates the investment landscape for startups [7][8]. Group 2: Types of Return Investment Requirements - There are three main types of return investment requirements from local guiding funds: establishing branches with minimal operations, setting up factories or sales centers, and relocating headquarters with actual production and tax contributions [8][9]. - The requirement for companies to frequently relocate can disrupt long-term development plans and increase operational costs, making the investment both beneficial and burdensome [9][10]. Group 3: Concerns of Companies Regarding Relocation - Different types of companies have varying considerations regarding relocation, with those having core technological capabilities often possessing stronger bargaining power [11]. - The difficulty of managing operations across different locations is a significant concern for companies, particularly for those in high-tech sectors [10][11]. - Companies that have previously received government subsidies may face demands to return those funds if they relocate, adding another layer of complexity to the decision-making process [12]. Group 4: Effectiveness of Return Investment and Recommendations - The effectiveness of return investment initiatives has been questioned, as many companies that receive funding do not contribute significantly to local economies [14][15]. - There is a call for local governments to shift their focus from short-term metrics like the number of companies attracted to long-term indicators such as tax contributions and employment [16][17]. - Recommendations include adjusting evaluation criteria for local investments to prioritize sustainable economic contributions rather than merely the number of businesses relocated [17].