智通财经APP获悉，云知声(09678)盘中涨超10%，截至发稿，涨9.52%，报319.6港元，成交额3.38亿港元。
消息面上，中盛集团发布研究报告指出，云知声医疗核心数据打造坚实行业壁垒，公司通过医疗大模型与各类Agent切入诊疗核心场景，与北京协和、北京友谊、湖南湘雅等顶级三甲医院建立合作，目前已覆盖全国40%百强三甲医院。该行表示，这些垂直领域最前沿与专业的海量数据资产将构成公司核心竞争优势。依托优质的数据训练，形成高效数据飞轮。此外，其优质海量数据，在医保、商业健康险降费领域应用潜力巨大。
该行认为，云知声近三年营收将呈现出加速的状态，预计2025—2027年公司营收分别为12.36/19.23/29.18亿元，增速分别为31.6%、55.6%、51.7%，于2026年实现盈利。考虑到云知声大模型业务增长得到验证，AI临床诊断与医保降费应用潜力较大，给予2026年公司PS估值25倍，目标价750.58港元。
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