Group 1 - The stock price of Zhiyun Health (9955.HK) rose by 10.53% to HKD 1.68, reaching a nearly six-month high since February 25, with a market capitalization exceeding HKD 1 billion [1] - The stock has increased over 84% since hitting a year-to-date low of HKD 0.91 on April 9, indicating strong recovery and investor interest [1] - Zhiyun Health's AI model achieved a breakthrough in treating gestational diabetes (GDM), led by Dr. Liu Hongying, and the research was published in the prestigious journal JMIR, showcasing the company's advancements in endocrine and women's health [1] Group 2 - Analysts from Galaxy Securities recommend focusing on the AI sector, particularly on companies with strong foundational technology, leading international presence, and monetization capabilities in AI applications, highlighting the potential of AI in healthcare [1] - Founder Securities noted that the "AI+" approach is driving revolutionary developments in the medical industry, with rapid advancements in high-end innovative equipment such as brain-computer interfaces and surgical robots, as domestic companies accelerate self-research and collaborative efforts [1]

消息面上，智云健康AI大模型取得新突破。7月底有消息称，由智云健康首席医学官刘红樱博士带领的医学团队，借助公司自主研发的医疗大模型Cloud DTx，成功解锁了妊娠糖尿病(GDM)治疗的新方案，该研究已被国际顶级医学信息期刊JMIR收录，标志着智云健康在内分泌和女性健康领域的科研能力实 现了进一步飞跃。 银河证券研报认为，建议仍聚焦人工智能主赛道，重点把握硬核底座、出海龙头、场景货币化能力预期兑现的AI+应用龙头公司等三条主线，关注AI+医疗 龙头。方正证券亦指，"人工智能+"驱动医疗产业革命性发展，脑机接口、手术机器人等高端创新设备加速落地和应用拓展，国产企业加速自研与合作布 局，AI医疗进入百花盛开时刻。(格隆汇) 智云健康(9955.HK)今日盘中一度涨10.53%至1.68港元，股价创2月25日以来近半年新高，市值重回10亿港元上方。该股今年4月9日盘中曾触及年内低点0.91 港元，迄今逾4个月的时间，股价已累涨超84%。 ...