港股异动 | 固生堂(02273)涨超5% AI赋能中医诊疗 机构看好公司实现价值重估

智通财经
24 Feb

智通财经APP获悉,固生堂(02273)涨超5%,截至发稿,涨5.57%,报36港元,成交额1.15亿港元。

消息面上,近日,固生堂宣布正式接入DeepSeek。公司表示,接入 DeepSeek是在尝试推动 AI 技术在医疗场景落地创新,加速研发行业大模型和智慧医疗解决方案。而随着时间推移,两者结合更加紧密,必将开创智慧医疗新局面。值得一提的是,2月19日,高盛FICC与股票部门发布了《中国AI医疗指数》报告,固生堂凭借其在AI领域的超前布局和创新实践,成功入选该榜单。

中信建投证券指出,展望未来,公司将通过:1)AI 技术及OMO 战略赋能诊疗及经营效率提升;2)国内及国际化扩张进一步提升品牌渗透力;3)数智驱动中药院内制剂转化升级。目前公司估值处于历史较低水平,看好公司业绩保持快速增长趋势,有望逐步实现价值重估,维持“买入”评级。

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