Stock Market Barometer | It is rumored that Huawei has officially formed a medical and health team, AI medical concept stocks continue to welcome good news, many stocks hit the daily limit

Today (10th), the three major indices of A-shares slightly declined, but AI medical concept stocks showed strong performance against the trend. It is rumored that Huawei has officially formed a medical and health team, focusing on building an AI-assisted diagnostic solution system to promote the application of large medical models in clinical scenarios. Boosted by this news, AI medical concept stocks strengthened after the market opened. By the close, Thalys, RunDa Medical, and GZYK reached the daily limit, while Boji Pharmaceutical rose by 13.1%. Screenshot from Dongfang Caifu official website Since the advent of ChatGPT, countries around the world have launched a new wave of AI competition this year, with the application of AI becoming increasingly widespread across various industries. In the medical field, the application of AI is rapidly expanding, covering the entire process from disease prevention to treatment optimization. For example, in medical image analysis, AI can automatically identify tumors, fractures, and other abnormalities in CT, MRI, and X-rays; in drug development, AI can help pharmaceutical companies accelerate the drug development process and shorten the drug development cycle. In the AI era, many large pharmaceutical companies and medical institutions globally are embracing AI technology, driving the medical industry to enter a phase of industry value reassessment. Domestic pharmaceutical companies are also actively embracing the AI wave, hoping to use AI to accelerate new drug development. Especially with the emergence of the DeepSeek large model, the outside world has come to recognize China's strength in the AI field. With the support of DeepSeek, domestic pharmaceutical companies have gained significant confidence, and recently many pharmaceutical companies have announced their integration with the DeepSeek large model, leading to increased investor interest and pursuit of related listed companies' stock prices. Industry insiders believe that Huawei's advantages in the AI field lie in its full-stack technology layout, deep industry integration capabilities, and global ecological construction, particularly in chips, algorithms, cloud services, and industry solutions, where it has significant competitiveness. If Huawei indeed forms a medical and health team, it will be able to leverage its advantageous resources in the AI field to better support the development of the mainland medical industry. CITIC Construction Investment Securities stated that the AI pharmaceutical field is undergoing rapid iteration and transformation, with algorithm updates and computational power support laying a solid foundation for the application of AI in the pharmaceutical field. Currently, AI algorithms have already been deeply and profoundly applied in the preclinical drug discovery stage, and leading overseas clinical CRO companies have been deploying AI in clinical trials for many years. New drugs developed entirely by AI are expected to be successfully launched within 1-2 years. AI is expected to reshape the drug discovery model and bring subtle and continuous cost reduction and efficiency improvement to the pharmaceutical industry, driving rapid growth in AI pharmaceutical pipelines and markets, with a positive outlook on the long-term development potential and prospects of the AI pharmaceutical industry Tianfeng Securities stated in a recent research report that with the advent of the AI equity era, the core contradiction of AI healthcare is shifting from "large models + computing power arms race" to "data value reassessment." As a highly barriered vertical industry, the healthcare sector, with high-quality data, scarce application scenarios, and companies mastering multimodal integrated data, is expected to achieve growth. (Reporter Zhu Huizao)