平安好医生(01833)今日盘中大涨5.13%,引发市场广泛关注。从消息面来看,主要原因包括以下几个方面:
一是,平安好医生已在其"平安医博通"多模态大模型和"平安医家人"医生工作台基础上完成DeepSeek部署及部分场景应用验证。此次接入DeepSeek,将进一步强化公司在医疗AI领域的技术护城河,有利于提升其行业竞争优势和领先地位。
二是,获南向资金持续增持,显示外资对公司未来发展前景保持乐观。2月12日,南向资金增持平安好医生1964.3万股,连续4日保持增持态势。市场认为,南向资金或看好公司管理式医疗和互联网医疗等核心业务板块。
此外,平安好医生在中国医疗健康行业拥有独特的"3+2+3"管理式医疗模式,以及家庭医生和养老管家服务枢纽等核心竞争力。同时,公司与平安集团的保险及金融业务也具有强大协同效应,有助于赋能公司业务增长。综合这些因素,市场或认为平安好医生具有长期增长价值,因此推动其股价今日大涨。
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