8月27日上午，晶泰控股（02228）股价表现强劲，盘中大涨5.12%，引发市场关注。这一涨势主要受到浙商证券发布的最新研报推动。
据悉，浙商证券于26日晚间发布研报，首次给予晶泰控股"买入"评级。研报指出，晶泰控股是稀缺的"人工智能+"科学技术标的，拥有AI+量子+机器人复合技术优势，在创新药研发等领域已取得显著成果。浙商证券预计，2025-2027年晶泰控股收入将达到6.02、9.18、13.16亿元，同比增长率分别为126.1%、52.4%、43.3%。
研报特别强调了晶泰控股在AI替代人工方面的成效，指出公司的技术可将药物发现所需时间从60个月以上缩短至40个月以下，大幅提升研发效率。此外，公司已与材料、新能源、美妆等行业签署合作协议，未来市场空间广阔。浙商证券认为，晶泰控股的收入增长有望超预期，并带动利润释放，这些因素综合推动了今日的股价上涨。
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