中邮·医药|未来已至, “AI+医疗” 行业或迎巨变

中邮证券研究所
Jan 15

政策及板块热点共振,“AI+医疗”有望迎来加速政策面:2026年1月7日,国家工业和信息化部等八部门联合印发了《“人工智能+制造”专项行动实施意见》提出要“推动智能装备迭代”,重点提及AI在高端医疗装备、远程医疗等场景应用,相关领域有望显著受益于政策驱动。热点催化:2026年1月12日,Tempus AI公布2025年初步业绩:营收同比增长83%,截至2025年12月31日,其合同总价值已突破11...

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