金吾财讯 | 医药股局部走强，海西新药（02637）上涨8.98%、凯莱英（06821）上涨7.95%、英派药业-B（07630）上涨7.71%、昭衍新药（06127）上涨6.86%、金斯瑞生物科技（01548）上涨6.83%、现代中药集团（01643）上涨5.95%东吴证券表示，AI制药进展率先带动生命科学上游需求。AI制药正从"效率工具"向"创新引擎"加速跃迁，全球科技巨头与国内互联网平台均已完成战略入局，从底层模型、算力基础设施到药物管线形成多元路径覆盖。干湿闭环是AIDD的核心运作逻辑，湿实验不可替代。上游需求端，基因合成、蛋白表达与纯化、体外验证、模式动物等环节均因AI候选分子爆发而系统性受益，其中公司预计TwistAI相关订单预计从2500万美元跃升至1亿美元量级，金斯瑞生物科技一体化蛋白表达服务迎来高速增长。该机构评级建议“买入”。
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