智通财经APP获悉,讯飞医疗科技(02506)涨超6%,截至发稿,涨6.36%,报117港元,成交额5281.19万港元。
消息面上,讯飞医疗科技2024年的财报显示,该年实现营收7.34亿元,同比增长32.0%,较2023年17.9%的增速几近翻倍。其中,B端业务表现亮眼,收入由2023年的6491万元增至1.32亿元,同比增长103%,成为公司增长新引擎。国泰海通发布研报称,讯飞医疗科技BC端业务增长强劲,随着大模型在医疗领域应用场景和深度扩展,公司具备广阔市场空间。
西南证券近日研报指出,2025年2月,国产大模型DeepSeek-R1全面开源与多领域适配,AI医疗迈入技术融合与行业重构的新阶段,DeepSeek的多模型协同能力成为行业新范式。这种“模型即服务”的生态闭环,不仅重构了医疗工作流,更催生了六大核心应用方向的爆发。关注AI医疗板块的加速发展与投资机会。
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