国家卫健委等部门于11月18日发布《关于促进和规范"人工智能+医疗卫生"应用发展的实施意见》，明 确支持AI在诊疗、影像、管理等场景的落地。 湘财证券表示，该政策的重磅出台，为"人工智能+医疗卫生"绘制了清晰的产业化蓝图。政策目标明 确、路径具体，直接为医学影像AI、临床决策支持系统等软硬件服务商开辟了广阔的增量市场。 11月20日早盘，港股医疗板块强势上涨，平安好医生、药明合联、药明康德（603259）等成交活跃，在 全市场ETF中AI医疗含量领先的港股通医疗ETF（520510）一度涨超1%。 ...

Group 1 - The core viewpoint is that Yidu Technology is becoming a key target for public funds due to its "AI + healthcare" dual-driven strategy, with significant stock price increases reflecting market recognition of its AI healthcare layout [1][2] - Public funds have been intensively increasing their positions in Yidu Technology, with notable allocations such as 8.84% by Ping An Medical Selected Fund and a complete shift by Yinhua Medical Health Fund towards AI healthcare stocks [2][3] - The commercialization of AI in healthcare is accelerating, with Yidu Technology's technology demonstrating significant value in chronic disease management, drug development, and clinical decision support, supported by government policies [3][5] Group 2 - As the AI healthcare trend rises, public funds are beginning to explore underrepresented stocks, with Yidu Technology leading in stock price increases since April, indicating growing institutional interest [4] - Institutions are optimistic about the long-term potential of Yidu Technology, which aligns with the trend of integrating AI into the pharmaceutical industry, positioning it as a benchmark in the Hong Kong AI healthcare sector [5]