1億美元買入「處方權」：OpenAI與阿里的醫療搶灘戰

鈦媒體

01/16

作者｜塔猴，編輯｜小塔，文 | 熊鑫2026年1月，大模型行業的敘事邏輯發生了劇變。如果說2023年是參數規模的「軍備競賽」，那麼現在，戰火已燒到了最厚重、最貼近民生的垂直領域——醫療健康。1月16日，OpenAI正式官宣推出ChatGPT Health，並完成了一筆價值1億美元的戰略收購，目標直指醫療初創公司Torch；幾乎在同一時間，Anthropic發布了針對醫生端的Claude for ...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116161616a72213f7&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116161616a72213f7&s=b\">鈦媒體</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823397285.USD","symbol_name":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116161616a72213f7&s=b","article_id":"2603965518","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116161616a72213f7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Healthcare。這種「掐點式」的博弈並非巧合，而是一場預謀已久的「搶灘登陸」。數據顯示，每周已有超過2.3億用户在ChatGPT上尋找健康答案，這一數字已錨定了全球最大的「數字門診量」。站在2026年的關口，AI醫療正從「搜索引擎」的替代品，進化為擁有決策能力的「私人醫生」。硅谷的野心，從「念百科」到「開處方」OpenAI的野心不再侷限於通用對話。此次收購的Torch，其核心價值在於對碎片化醫療數據的「洗煉」。回溯過去兩年的技術瓶頸，AI醫療最大的阻礙在於數據孤島：Apple Health的步數、醫院的DICOM影像、藥店的處方記錄，彼此割裂。而Torch的能力在於將這些混亂的數據整合併「喂」給模型。這意味着，ChatGPT Health正試圖完成從「通用百科」到「私人數字醫生」的驚險一跳。它不再是機械地複述病症表現，而是能基於用户實時的血檢報告與運動軌跡，給出「降低訓練強度」的確定性建議。與此同時，OpenAI的老對手Anthropic則選擇了完全不同的切入點。其發布的Claude for Healthcare直接接入了CMS報銷目錄、ICD-10診斷編碼及PubMed文獻庫。比起C端的陪伴，Anthropic更看重B端的「超級副駕駛」價值，試圖通過重構複雜的醫保報銷流程，將醫生從繁雜的文書中解放出來。中國式破局：高頻服務對底層參數的「換道超車」在硅谷死磕技術參數與數據整合時，中國科技巨頭走出了另一條極具本土特色的路徑：場景為王，服務兜底。螞蟻集團推出的「阿福」是這一路徑的典型樣本。阿福並沒有陷入「純模型」的死衚衕，而是利用阿里系擅長的「高頻打低頻」戰略，將服務觸角延伸至飲食、睡眠等日常管理。筆者注意到，阿福的爆發邏輯並非冷冰冰的工具性，而是大模型時代稀缺的「陪伴感」。存量博弈：依託11年積累的醫療支付數據與8億醫保碼用户。服務交付：當AI遇到決策紅線時，一鍵切入全國30萬真人醫生。這種「AI諮詢+真人兜底+生態閉環」的模式，解決了AI醫療最核心的難題——責任邊界。通過掛號、購藥、保險的閉環交付，中國巨頭正在重構醫患關係的基本盤。而在模型層，百川智能發布的Baichuan-M3在HealthBench中奪冠，預示着國產垂類模型在核心能力上已完成對GPT-5.2的「代差式」追趕。邏輯重構：從「炫技」到「祛魅」的深水區博弈2026年的醫療AI熱潮，標誌着行業正式進入「深水區」。這場博弈的底層邏輯已發生三個根本性轉變：從「幻覺」到「零容忍」：醫療AI已完成對「本能反應」的重構，行業共識正從追求參數規模轉向對醫學邏輯的嚴苛遵守。從「索引」到「方案」：連接是互聯網醫療的過去式，決策與交付方案才是AI醫療真正的護城河。「人機協同」的權力移交：AI並非替代醫生，而是處理80%的標準化初級診療，填補院外服務的真空。然而，焦慮依然存在。國家傳染病醫學中心主任張文宏近期表示，拒絕將AI引入病歷系統。他擔心，如果年輕醫生跳過了鑑別診斷的「艱苦訓練」，可能會喪失獨立判斷的能力。這反映了硬核醫療圈對AI技術入侵的防禦姿態。終局思維：數據反哺下的文明進階步入2026年，AI醫療不再是一個獨立的概念，而是整個醫療體系智能轉型的「催化劑」。通用大模型的基座已經就緒，但真正的勝負手在於高質量臨牀數據的「反哺」能力。掌握核心醫療資產的實體機構，正通過大規模的Capex（資本性支出）投入自研，試圖接住這股技術的紅利。正如「穿雲箭」射向雲端，AI醫療正在實現政策難以推動的「分級診療」。它在患者端降低了門檻，在醫生端實現了減負。這不僅是一場商業上的「軍備競賽」，更是人類社會在資源錯配難題下，利用技術槓桿實現的一次生產力突圍。時代的齒輪已經轉動，AI醫療的「閘門」一旦開啓，便再無迴旋餘地。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}