智通财经APP获悉，固生堂(02273)再涨超5%，截至发稿，涨5.07%，报38.35港元，成交额1906.73万港元。
消息面上，近日，固生堂宣布正式接入DeepSeek。此次，固生堂接入DeepSeek为"中医+AI"探索智能化诊疗、个性化服务与高效化管理做出的新尝试。华泰证券指出，近期，国内公立/民营医院在AI布局方面如火如荼(例如2月华为瑞金合作“瑞智病理大模型”，国际医学、固生堂等诸多中西医民营医院纷纷宣布接入DeepSeek等)。AI合作有望推动医院端全病程效率提升，医疗服务或成为最快从中兑现收入/利润的领域之一。叠加前期A/H医疗服务板块估值处于历史低位+有主营业务托底，看好后续该板块持续受益AI合作催化。
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