英硅智能（03696）盘中涨超11%，截至发稿，股价上涨7%，现报48.62港元，成交额5.67亿港元。
近期，人工智能给医药板块带来重估苗头。东财医药唐爱金团队观点指出，AI制药对医药产业的再定价不是“替代湿实验”，而是“放大验证流量+重塑研发分工”。该团队认为，制药进入“内嵌研发”阶段，产业逻辑从概念兑现到订单可见。另据国海证券测算2020—2025年全球AI技术交易数量CAGR达到30.7%，显著高于医药整体交易增速；2026年至今交易数量已超过2025年全年，AI制药正由概念探索进入需求验证期。
国泰海通证券指出，英硅智能是全球领先的AI制药先行者，利用其自主研发的生成式人工智能平台Pharma.AI实现端到端的药物研发全流程赋能。Pharma.AI平台多个产出分子已经与海内外医药公司达成系列授权交易，且MMAIGym有望推动公司从AI药物发现项目型合作，进一步延伸至“模型训练基础设施+数据/模型授权+云端调用”的平台化变现模式。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.