刘莫闲 腾讯研究院高级研究员 近日，OpenAI和 Anthropic 陆续发布了面向大众用户的健康功能和面向医疗行业的产品方案，全面进入医疗 健康领域。OpenAI 还发表了《美国人如何利用 ChatGPT 来进行健康保健》的文章，显示在ChatGPT 8 亿多 用户中，每周提交医疗相关请求的用户数占四分之一，而每天通过 ChatGPT 咨询医疗相关问题的用户数超 4000 万。谷歌也更新发布其开源多模态医疗模型 MedGemma1.5 和 MedASR 语音转录技术，支持生态更好 的开发行业应用。 另一方面，随着国家卫健委《关于促进和规范"人工智能+医疗卫生"应用发展的实施建议》和《医疗保障领 域"数据要素 x" 典型场景指引》在岁末年初的正式发布，国内也涌现出一批"AI 健康管家"和"AI 健康医疗助 手"，成为公众关注焦点和行业落地亮点。 对话式AI健康助手，已成为国际人工智能应用新热点，并有望在 2026 年进入快速发展期，实现消费者服 务、行业落地和产业升级的协同迭代与创新。 本文透过热点冷静思考其背后的原因、机遇和挑战，并结合 中外相关领域发展分析，为行业协同做好AI+医疗健康创新、为用户提供可 ...

盘前要闻 1、美国白宫宣布对特定半导体等加征25%关税 类型：行业 情绪影响：负面 美国白宫14日宣布，从15日起对部分进口半导体、半导体制造设备和衍生品加征25%的进口从价关税。 美政府旨在激励芯片制造商在美国生产，减少对中国等地芯片制造商的依赖。 美国联邦最高法院未就 特朗普政府关税政策的合法性作出最终裁决。银河证券表示，在外部环境背景下，供应链安全与自主可 控是长期趋势。 2、多个降温信号！多只权重股再现巨额压单，上交所也出手 类型：市场 情绪影响：中性 1月14日，市场再现多个降温信号。首先，交易所提高保证金后，尾盘集合竞价多只权重股再现巨额压 单，招商银行压单金额超65亿。其次，上交所对国晟科技相关投资者采取暂停账户交易等自律监管措 施。分析认为，降温措施核心目标不是打压市场，而是防风险、促长期健康发展。防止市场由"快涨"演 变为"急跌"。 3、财政部：布置推进财政金融协同促内需一揽子政策工作 类型：行业 情绪影响：正面 1月13日下午，财政部会同有关部门召开财政金融协同促内需一揽子政策全国推进工作视频会议。会议 布置推进财政金融协同促内需一揽子政策工作，要求各级财政部门要会同相关部门和经办机构完整 ...

Group 1 - The "Atomic Energy Law of the People's Republic of China" officially took effect on January 15, marking the first fundamental law in China's nuclear energy sector [1] - The second China eVTOL Innovation Development Conference was held in Shanghai from January 15 to 16 [1] - Huibo's controlling shareholder will change to Baile Equipment Group, with the actual controller changing to the State-owned Assets Supervision and Administration Commission of Tianjin [1] Group 2 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Housing and Urban-Rural Development announced the extension of personal income tax policies supporting residents' housing purchases from January 1, 2026, to December 31, 2027 [1] - A joint meeting was held by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation to resist disorderly "price wars" in the new energy vehicle industry [1] Group 3 - The Hainan Free Trade Port has seen 585,000 people engage in duty-free shopping, with a total amount of 3.89 billion yuan, representing year-on-year increases of 32.4% and 49.6% respectively [2] - The Ministry of Finance plans to issue 400 billion yuan of 91-day discount treasury bonds [2] - A guideline was issued to enhance the collaborative development of meteorological services in health and wellness, aiming for a comprehensive system by 2030 [2] Group 4 - IDC reported that Apple ranked first in China's smartphone market in Q4 2025, followed by vivo, OPPO, Huawei, and a tie between Honor and Xiaomi in fifth place [3] - Honor's global shipment volume exceeded 71 million units for the first time, with a year-on-year growth of approximately 55% in overseas shipments [3] Group 5 - Shanghai released the "Mosu Zhixing" action plan to accelerate the advancement of automotive intelligence, aiming for large-scale application of high-level autonomous driving by 2027 [4] - East Asia Securities predicts that the penetration of new energy vehicles, exports, and intelligent high-end development will be structural highlights in the automotive market in 2026 [4] Group 6 - Meta plans to double the production capacity of AI glasses to 20 million units by the end of 2026, driven by steady sales growth [5] - The global AR market is expected to enter a rapid development phase due to AI technology, supply chain optimization, and the entry of major players [5] Group 7 - Google launched the new MedGemma 1.5 AI medical model, enhancing capabilities in medical imaging and text processing [6] - AI in healthcare shows strong potential in improving medical device functions and assisting clinical decision-making [6] Group 8 - Huazhong University of Science and Technology's subsidiary plans to establish a semiconductor device research and production base with a total investment of 1 billion yuan [7] - Colorful Technology plans to issue convertible bonds to raise up to 1.46 billion yuan for AI-related projects [7] Group 9 - Four-dimensional Map expects revenue of 4.06 billion to 4.34 billion yuan in 2025, with a year-on-year growth of 15.42% to 23.50% [8] - The company anticipates a significant increase in revenue from its data compliance business in 2025 [8] Group 10 - Institutional investors net purchased 516 million yuan of Guangxun Technology, highlighting its strong market position in optical communication [9] - Jiarun Technology received a net purchase of 298 million yuan, focusing on expanding its network information security capabilities [10] Group 11 - Equity ETFs saw a net subscription of over 47 billion yuan in three trading days, with significant interest in thematic ETFs [11] - Institutional investors also net purchased several companies, indicating strong market confidence [11] Group 12 - Weili Transmission is advancing its wind power gearbox smart factory, which is expected to significantly increase revenue and improve profit margins [12] - The global wind energy market is projected to drive demand for core components like wind power gearboxes [12] Group 13 - Ouma Software is building a comprehensive AI ecosystem in the examination and assessment field, enhancing its core technologies [13] - The company aims to integrate AI into various examination processes, establishing a competitive edge and growth potential [13]