智通财经APP获悉，医渡科技(02158)涨超5%，截至发稿，涨5.13%，报5.94港元，成交额7095.84万港元。
财信证券认为，未来医疗行业有望依托企业技术平台化、AI诊疗拓展、消费医疗延伸突破等实现多维发展，行业将从规模扩张转向更高层次的发展阶段，看好行业高质量发展及长期投资机遇。DeepSeek等大模型不仅能提高医生诊疗效率和准确性，还能进一步优化医疗资源配置和提升患者就医体验。未来，随着人工智能技术的持续发展和群众医疗健康需求持续提升，AI医疗领域有望进一步扩容，建议关注国内AI医疗布局较早的龙头公司。
东北证券研报表示，医疗是AI的重点落地场景，“AI+医疗”将重塑行业生态，建议关注医渡科技等相关标的。该行指出，2025财年中报公司向105家中国顶级医院以及40个监管机构和政策制定者提供了解决方案，覆盖超过2800家医院。公司推出了“大数据+大语言模型”双中台解决方案，帮助客户进行科研和临床研究。此外，公司在医疗、制药、健康保险等多业务场景实现了广泛应用，经过十年的深耕细作，逐步建立了一底座多应用的模式。“医—药—险—患”全场景解决方案得以全面落地。
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