智通财经01-09
智通财经APP获悉，讯飞医疗科技(02506)尾盘涨幅曾扩大至25%，截至收盘，涨20.58%，报97.55港元，成交额1.9亿港元。
消息面上，国产大模型企业MiniMax上市首日飙涨超100%引爆人工智能应用。另值得关注的是，近期AI医疗领域催化密集。1月8日，OpenAI推出 ChatGPT Health功能，可解答健康问题、链接智能设备、规划饮食运动，功能和“蚂蚁阿福”相似。东北证券认为，大模型厂商对于医疗方面的布局进一步加强，已成为重点布局领域之一，同时叠加政策方面的支持，AI医疗有望进一步发展。
西南证券指出，在地方财政和医保控费趋严的大背景下，传统医疗IT投入承压，但以AI提升基层诊疗水平、优化医疗资源分配是国家卫健委等部门明确的增量投入方向。从《“十四五”全民健康信息化规划》到各类AI应用指引，政策支持力度持续加强。讯飞医疗科技作为行业内覆盖最广的AI医疗公司，是承接政策红利和国家级项目的最主要标的。
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