中信证券:大厂竞逐C端AI医疗Agent,医药电商成为率先受益场景

格隆汇
Dec 25, 2025

蚂蚁旗下C端AI医疗应用“AQ”更名“蚂蚁阿福”,完成品牌战略升级。中信证券认为,蚂蚁阿福APP具备结构化多模态精准问诊能力,长周期健康数据积累提升用户黏性,以及阿里系生态互联商业化前景可观三大亮点;看好互联网大厂凭借AI产品力、成熟生态以及投流资金规模优势,率先抢占市场并完成用户AI家医心智培育,打造AI集医学问诊、健康管理、医疗消费于一体的国民级AI医疗应用。▍“AQ”正式更名“蚂蚁阿福”,...

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