智通财经APP获悉，剂泰科技-P(07666)近期持续获资金追捧，连续多日领涨AI制药板块，8月初至今累计涨幅已接近三成。截至发稿，涨6.25%，报12.75港元，成交额1738.22万港元。
消息面上，恒生指数公司或于2026年8月25日公布半年度指数调整结果，所有变动将于9月4日收市后实施并于9月7日起生效。国海医药团队预计，剂泰科技即将入通。该行指出，公司30e+在手现金，平台端已经自负盈亏，待管线数据读出后，管线资产BD有望推进公司进入全面盈利时代。
值得注意的是，AI4S（AI for Science）领域属于竞争焦点的“未来科技”，在《国务院关于深入实施“人工智能+”行动的意见》中，AI4S排在第一位。申万宏源发布研报称，剂泰科技以纳米材料以及药物递送为核心的AI4S平台，本质上属于高壁垒、强前瞻的“未来科技”，其估值逻辑不应囿于业务完全相同的历史标的，而应参照同一时期市场赋予相似技术属性的高景气赛道。
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