智通财经APP获悉，交银国际发布研究报告称，予内地医药行业“领先”评级。医渡科技(02158)等多家数字医疗领域公司宣布接入DeepSeek-R1模型，恒瑞医药(600276.SH)及信达生物(01801)也表示将全面开展DeepSeek应用工作。
国家医保局再次发文强调回款改革。国家医保局发文提及江西省结算改革成果，医药供货企业回款周期已由半年减至30天。AI大模型赋能数字医疗服务公司，在疾病诊断/检测方面潜力显著。同时，能助力医药研发提高效率、优化药物设计，利好CRO和创新药企。结合后续财政和医保/商保利好政策有望继续出台、整体板块估值仍处历史底部，该行认为板块仍有较大修复空间。
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