智通财经APP获悉，固生堂(02273)再涨超7%，近一个月股价累涨逾60%。截至发稿，涨7.2%，报43.95港元，成交额1.49亿港元。
消息面上，固生堂此前宣布接入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新尝试。中信建投证券认为，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。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。
值得一提的是，固生堂近期获明星公募南下抢筹。据港交所披露资料显示，睿远基金在2月26日增持固生堂41万股，每股作价38.6889港元/股，总金额约为1586.24万港元。增持后最新持股数目为1471.83万股，最新持股比例为6.04%。据悉，截至2024年12月30日，持有固生堂的重仓基金包括南方基金、易方达基金、华安基金、国联安基金、富国基金、路博迈基金等。
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