Hong Kong Stock Concept Tracking | Deepseek helps companies reduce costs and improve efficiency to enhance profitability, focusing on the trend of AI medical industry transformation (with concept stocks)

Zhitong
2025.02.10 02:29
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The Hong Kong stock concept tracking shows that the AI medical industry is undergoing a transformation. Cathie Wood believes that healthcare is an undervalued application of AI. US AI medical stocks have surged, with the DeepSeek model reducing costs and enhancing performance through optimized algorithms and hardware, promoting the application of AI in fields such as healthcare. CITIC Construction Investment points out that AI in healthcare has significant value in enhancing the functionality of medical devices and assisting decision-making. Companies should pay attention to this innovative direction to strengthen their competitiveness and market position

Last week, AI healthcare stocks in the US surged, with Recursion rising nearly 22%, Crispr Therapeutics up nearly 3%, Tempus AI increasing over 3%, and Beam Therapeutics gaining nearly 4%.

Previously, "Cathie Wood" stated that healthcare is the most underestimated application of AI.

Wen Daxiang, Director of the Shanghai Municipal Health Commission, stated at the 2024 China Medical Artificial Intelligence Conference that in recent years, with the wave of innovation and development represented by large models, the healthcare sector is facing a new round of revolution. AI healthcare has become a key focus for the transformation and upgrading of China's medical industry in recent years.

According to a research report from Haitong Securities, the commonality of the DeepSeek series models lies in their ability to significantly reduce training and usage costs through the collaborative optimization of algorithms, frameworks, and hardware, while maintaining top industry performance levels, making them far superior in cost-effectiveness compared to similar competitors. In particular, DeepSeek-R1 combines low parameters, low costs, and high performance through distillation technology, which will undoubtedly promote the widespread application of AI in various fields such as office, education, and healthcare.

According to a research report from CITIC Construction Investment, AI healthcare has significant application value in enhancing the functionality of medical devices, interpreting examination results, assisting clinical decision-making, and health management, making it an innovative direction and competitive trend that medical enterprises and hospitals must pay attention to. Companies are expected to leverage AI to further enhance product competitiveness and customer stickiness, consolidating their industry position and competitive advantage. AI can help leading enterprises become stronger, while also providing opportunities for newcomers and emerging companies to overtake and transform. AI healthcare is also one of the key factors for domestic companies competing overseas. From the AI layouts of some leading overseas companies, in addition to independent research and development, mergers and acquisitions, external strategic cooperation, and the establishment of digital platforms and ecosystems are also important ways to accelerate AI deployment. Furthermore, effectively utilizing AI tools like Deepseek can help companies reduce costs, increase efficiency, and improve profitability.

Related Hong Kong stocks in the AI pharmaceutical concept:

Yidu Tech (02158): Its subsidiary EVYD has partnered with the Brunei Ministry of Health to create a one-stop national health management and health service application, BruHealth, which has undergone a significant upgrade, with the new version BruHealth 5.0 officially released. As the technical support provider for BruHealth, EVYD, with its rich experience in the field of medical AI, has provided strong technical assurance and innovative support for this upgrade. The AI medical intelligent brain YiduCore empowers the implementation of full-scenario solutions.

Jingtaikong Holdings-P (02228): Founded in 2015, Jingtaikong Holdings is an innovative R&D platform based on quantum physics, powered by artificial intelligence and driven by robotics. The application areas of its technology mainly include pharmaceuticals and materials science (including agricultural technology, energy, new chemicals, and cosmetics). Jingtaikong Technology announced the signing of a strategic cooperation agreement worth tens of millions of RMB with South Korean pharmaceutical company JW Pharmaceutical. Jingtaikong Technology will provide JW with a set of automated drug discovery workstations and an AI-based chemical reaction optimization platform to comprehensively empower JW's drug research and development efficiency, repeatability, and success rate This cooperation is a cutting-edge practice of the deep integration of artificial intelligence and automation experiments in the field of drug development.

iFlytek Medical Technology (02506): As a provider focused on AI-enabled medical solutions, iFlytek Medical has become a leader in China's medical AI industry due to its deep layout and innovative capabilities in the medical sector.

MicroPort Scientific Corporation-B (02252): The comprehensive order volume of the company's core products in endoscopy, orthopedics, and vascular intervention has exceeded 100 units. Among them, the global order for the Tumai endoscopic surgical robot has reached 39 units, with over 30 units commercialized, and nearly 60 units of cumulative commercial orders worldwide

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