Hong Kong Stock Concept Tracking | The healthcare industry is undergoing a digital transformation and intelligent upgrade period, with a significant increase in attention to AI healthcare (including concept stocks)

Overnight, AI healthcare stocks in the US performed strongly, with Firefly Neuroscience soaring over 20%, Hims & Hers Health rising over 14%, and Tempus AI increasing over 7%. The healthcare industry is undergoing a transformation period of digitalization and intelligent upgrading. According to Zhitong Finance APP, since the beginning of 2025, the attention on several overseas AI healthcare companies has significantly increased. ARK Invest's recent report "Big Ideas 2025" mentions that using artificial intelligence to "operate" data will disrupt diagnostics, drug discovery, and treatment, and the Chinese healthcare industry is welcoming its own "Deepseek moment." Guosen Securities released a research report stating that by sorting out the application scenarios of "AI + healthcare," it was found that in the pharmaceutical sector, AI has made significant progress in the field of preclinical drug discovery, and has also been applied to patient screening and management in clinical trials. In the medical sector, the standardization process of domestic data is advancing (such as electronic medical record rating), and there is also certain application potential in diagnostic services, medical devices, hospital management, and precision diagnosis. Overall, the AI healthcare and AI pharmaceutical markets have enormous potential and are among the most important application fields of AI technology. Guosen Securities' research considers the extremely high valuations of some overseas AI pharmaceutical/medical benchmark companies, indicating that the domestic AI pharmaceutical/medical field has broad prospects and imaginative space. AI healthcare-related Hong Kong stocks include: YIDU TECH (02158): YIDU TECH previously announced that it has integrated the DeepSeek artificial intelligence model into its self-developed "AI Medical Brain" YiduCore, which will further promote the large-scale application and innovative practice of AI technology in the healthcare industry. iFLYTEK Medical Technology (02506): iFLYTEK has launched the only deep reasoning large model on the national computing power platform—iFLYTEK Spark X1, elevating the model's clinical reasoning capabilities to a new level. iFLYTEK Medical subsequently announced that it will launch an upgraded version of the medical large model based on Spark X1 in the first half of this year, continuing to lead industry innovation. Pharmacist Help (09885): Pharmacist Help announced that its "Spectrum Cabin" grassroots smart healthcare overall solution is integrating cutting-edge large models such as DeepSeek, aiming to promote the widespread and deep application of AI technology in grassroots healthcare, fully empowering grassroots medical institutions and grassroots doctors. Alibaba Health (00241): The high growth of the pharmaceutical e-commerce platform business is mainly due to the inclusion of Alibaba Health's marketing review services and growth services, achieving a closed loop of health brand solutions. In FY25H1, the number of platform service merchants increased to over 40,000 (+25%). The drug traceability code will promote rational and safe medication for patients, improve the operational efficiency of the pharmaceutical retail industry, and promote the orderly development of the industry. Ping An Health (01833): Ping An Health has completed the deployment of DeepSeek and some scenario application verification based on its "Ping An Medical Botong" multimodal large model and "Ping An Medical Family" doctor workstation. It is reported that the company launched its self-developed AI-assisted diagnosis and treatment system, "AI Doctor," as early as 2018, and has continuously iterated and upgraded based on this Formed a full-process AI medical solution covering pre-diagnosis, diagnosis, and post-diagnosis