港股异动 | 第四范式(06682)涨超4% 发布医疗行业AI智能体解决方案 机构指其盈利模式愈发清晰

智通财经
04 Jun

智通财经APP获悉,第四范式(06682)涨超4%,截至发稿,涨4.22%,报43.25港元,成交额8111.09万港元。

消息面上,近日,第四范式发布医疗行业AI智能体解决方案,通过“AI Agent+医疗行业模型”,为医疗机构提供从诊疗服务到运营管理的全方位智能升级。该方案通过不断进化的AI Agent理解医患需求,并链接丰富细分的医疗行业垂直模型,精准解决医疗核心问题。方案覆盖智能辅助诊疗、患者服务优化、医疗质控管理、智能影像分析、医学知识问答、智能病历处理等多个核心业务场景,帮助医疗机构构建更高效、更精准、更智能的医疗服务体系。

中信建投此前指出,第四范式作为企业级AI领跑者,近年来收入持续高增,净亏损持续收窄,盈利模式愈发清晰。标杆客户数和收入稳定增长,下游行业拓展顺利。2025Q1在Deepseek的带动下,企业级Agent需求开始逐渐爆发,公司依托决策式AI的强大能力和标杆客户粘性,快速落地多个企业级Agent案例,并在收入端有良好体现。随着企业级Agent的需求不断显现,公司营收将持续高速增长。

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