| 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 综合 | 1.55 | 12.33 | 59.88 | 东阳光 | 3.39 | | 钢铁 | 1.40 | 77.70 | 16.93 | 马钢股份 | 10.09 | | 房地产 | 1.22 | 82.89 | 51.92 | 上实发展 | 10.06 | | 石油石化 | 1.00 | 33.44 | -17.39 | 准油股份 | 3.91 | | 传媒 | 0.94 | 260.09 | -4.07 | 吉视传媒 | 9.91 | | 非银金融 | 0.66 | 240.45 | 33.74 | 信达证券 | 7.04 | | 银行 | 0.65 | 117.66 | -31.95 | 浦发银行 | 2.51 | | 国防军工 | 0.64 | 575.45 | 25.89 | 思科瑞 | 12.11 | | 汽车 | 0.53 | 417.99 | 16.21 | 捷众科技 | 18.81 | | 农林牧渔 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Insights - AI applications are gradually entering the implementation phase, with the commercialization of AI Agent applications expected to accelerate across various fields [3] - The collective rise of domestic models in China is effectively boosting investor confidence, as recent developments show significant advancements in open-source models [8] - The core focus of model iterations is on programming and Agent capabilities, which are crucial for the practical application of AI [8] - The acceleration of AI application commercialization is evident, with major internet companies and enterprise service providers enhancing their core products with AI [8] Summary by Sections Industry Overview - The report highlights the rapid development of domestic AI models, with notable achievements in open-source rankings [8] - Key players in the AI space are focusing on enhancing programming and Agent capabilities, which are essential for future AI applications [8] Market Trends - The report notes a significant increase in AI-related activities, with companies like Google and ByteDance reporting substantial growth in their AI services [8] - The domestic AI application cycle is slightly lagging behind the US, but the iteration of domestic models is expected to accelerate the rollout of various Agent applications [8] Investment Recommendations - Recommended companies in the enterprise service sector include Dingjie Zhizhi, Tax Friend Co., and Fanwei Network, among others [8] - Companies with strong advantages in vertical industry applications include Tuolisi, iFlytek, and Jiao Dian Technology [8] - For AI tool applications, companies such as Zhuoyi Information and Hongsoft Technology are highlighted as potential investment opportunities [8]

计算机行业事件点评 6 月 24 日，在"智绘健康·创新融合——AI 赋能深圳市药械产业高质量发展大会 暨'医企向未来'AI 专场活动"上，深圳市药械办、市卫健委联合罗湖、南山、 龙岗三区及北京大学深圳医院等共同启动"临床千万人口场景赋能"平台，标志 着深圳在全国范围内率先构建起覆盖超大型城市全人群的 AI 医疗应用生态体 系。在近期发布的《深圳市 AI+医疗健康创新协同发展三年行动计划》中，明确 将开放覆盖千万人口的临床健康管理场景作为核心任务，重点推动 AI 技术在基 层医疗、慢病防控等领域的规模化应用。 ➢ 蚂蚁集团提前布局，探索 AI 医疗新路径。6 月 16 日，蚂蚁集团宣布与首都 医科大学附属北京友谊医院正式签署共建协议，双方将围绕 AI 医疗创新服务、 重大临床学科项目、科研数据共享等展开深度合作，探索 AI 医疗融合新范式。 2025 年 1 月，蚂蚁集团收购好大夫在线，共同做深优质医疗服务供给；3 月， 蚂蚁集团对外公布了其在医疗机构、医生、用户三端最新 AI 产品体系升级，持 续加码 AI 医疗。此次蚂蚁集团与首都医科大学附属北京友谊医院联合打造的消 化专科智能体"消化百事通"也已上线，用 ...