近日，京东健康旗下AI医生智能体产品完成内测，国内首批医生专家的AI数字分身在京东互联网医院正式上线。此外，华为数据储存公众号近日也发布信息称，将发布基于华为DCS AI解决方案打造的瑞金病理模型，该模型将于2月18日举办的“2025医疗人工智能与精准诊疗发展论坛"上发布。
近期美股AI医疗公司(TempusA、HIMS等)持续上涨，AI应用场景包括基因诊断、康复医疗、辅助诊疗数据服务、药物研发、医生数字平台等。业内专家表示，医疗AI是行业公认的最具社会价值与商业潜力的人工智能落地场景之一。DeepSeek推动AI平权，赋能全场景数据价值重估。随着企业部署AI进入“零门槛"时代，企业自身数据价值与稀缺性加速凸显。
天风证券认为，AI医疗核心转变在此，此前AI医疗产业的短板在于企业的AI大模型能力，而AI平权使得所有企业具有足够好的AI底座能力支撑，未来AI医疗的产业发展重点转向数据的AI价值开发与应用场景落地。美股或先行兑现AI赋能医疗数据价值重估逻辑，海外映射逻辑非常清晰。
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