① Can enterprises like Fangzhou Jiankee and Yidu Technology truly solve the problem of medical resource shortages through localized deployment of large models in hospital settings? ② Tianfeng suggests that the core contradiction in AI Medical is shifting towards 'data value reassessment', how will the high-barrier data in the medical industry and multimodal fusion technology become the key to corporate competition?
According to a report from Caixin on March 10 (Editor Hu Jiarong), the Hong Kong stock market's AI Medical Sector performed strongly today due to multiple bullish market stimuli.
As of the time of writing, $FANGZHOU JIANKE (06086.HK)$ At one point rose by about 70%, now rose by 47.29%; $YIDU TECH (02158.HK)$ Rose by 7.13%,$MEDBOT-B (02252.HK)$Increased by 5.14%,$ALI HEALTH (00241.HK)$Increased by 4.52%.
Market analysis suggests that this round of market activity is closely related to Huawei's cross-industry layout in the medical field and breakthroughs in AI technology by multiple companies.
Huawei has established a medical health legion aimed at AI medical diagnosis.
Recently, Huawei officially announced the formation of a medical health legion that will focus on the field of AI-assisted diagnosis. This legion will rely on Huawei's accumulation of technologies in AI, Data Storage, and Cloud Computing to build a system of AI-assisted diagnostic solutions covering clinical scenarios, optimizing diagnosis and treatment processes to improve diagnostic efficiency and accuracy.
It is worth noting that Huawei recently officially released the DCS AI solution (data center AI full-stack solution) and launched the FusionCube A3000 training/inference hyper-converged appliance for DeepSeek, compatible with DeepSeek V3& R1 and distillation models, supporting private deployment.
Corporate technological breakthroughs accelerate the implementation of scenarios.
In addition to the news from Huawei boosting market confidence, recent technological advancements from some AI Medical companies have also become catalysts for stock prices. Ark Health announced the successful integration of the DeepSeek open-source large model and completed local deployment, providing personalized diagnosis and treatment services for users through enhanced data analysis and reasoning capabilities.
Yidu Technology continues to promote the "YiduCore + DeepSeek" combined application, which has been implemented in top-tier hospitals such as Shanghai Lung Hospital and Xiangya Hospital, enhancing the efficiency of medical management.
The future of AI Medical is promising.
Currently, the application of AI technology in medical image recognition, assisted diagnosis, drug development, and other scenarios continues to deepen. With technology giants like Huawei entering the sector, the technological iteration and commercialization process of the AI Medical industry are expected to accelerate further.
Market expectations for policy support combined with technological innovation indicate that AI Medical may become an important breakthrough in addressing the shortage of quality medical resources, with ample growth potential for related companies.
CITIC SEC believes that large models in the medical sector, with stronger understanding, generation, and multimodal capabilities, have expanded the AI + Medical market space under more complex scenarios through quality improvement and efficiency enhancement.
The brokerage predicts that from 2025 to 2029, the cumulative market space for AI intelligent diagnosis and treatment products in the domestic B-end and G-end will reach nearly 20 billion yuan, while the theoretical annual market space for the C-end may exceed 70 billion yuan.
Tianfeng pointed out that Deepseek promotes AI equality; as companies deploy AI into the "zero-threshold" era, the value and scarcity of their own data are gradually becoming prominent. The core contradiction in AI Medical is shifting from a "large model + computing power arms race" to a "data value reassessment."
The Medical Industry, as a vertical industry with high barriers, has high-quality data and scarce application scenarios. Companies that master multimodal integrated data are expected to achieve leapfrog growth.
Editor/jayden
