Hong Kong stock concept tracking: The strongest theme of "AI+" emerges. Rapid development of domestic AI medical industry (with concept stocks attached)

The financial giant Goldman Sachs Group, Inc., participated in the 2025 International Consumer Electronics Show (CES) digital health session held in Las Vegas, Nevada, and after meeting with leading companies and experts in the digital health revolution, Goldman Sachs Group, Inc. re-evaluated the overall framework of the industry and pointed out that "AI + healthcare" will become the core investment theme attracting global funds in the industry. Goldman Sachs Group, Inc. emphasized in its latest research report the "buy" rating for the leading healthcare companies in the field of "AI + healthcare", Abbott Laboratories (ABT.US) and Teladoc Health (TDOC.US), and believes that there is huge potential for stock price appreciation, while also bullish on another leader in the "AI + healthcare" field, iRhythm Technologies (IRTC.US). As the leader of NVIDIA Corporation and known as the "AI father", Jensen Huang has repeatedly referred to "AI + medical science/biology" as the "next amazing revolution" in the global technology field in various public occasions. He even declared at a meeting that the era when everyone had to learn computers is over, and biology and medicine are the future for humanity. The deep integration of generative AI with the medical/pharmaceutical/pharmaceutical industry has vigorously promoted positive research and development progress in several subdivided fields, especially in drug discovery, gene editing, disease diagnosis, patient monitoring, and medical image analysis, and it is expected that a large number of breakthrough research results related to "AI + healthcare" with great commercial prospects may emerge by 2025. Nobel Prize winner in Chemistry 2024, Demis Hassabis even boldly stated that it is very likely that some AI-designed drugs will enter clinical trials before the end of this year. Hassabis explained that his company, Isomorphic Labs, focuses on shortening the drug development process from ten years or more to "a few weeks or a few months". A report from China Securities Co., Ltd. stated that the advantage of the medical equipment industry going global is obvious, and China's innovation and cost-effectiveness advantages will make it a global leader. Recently, a number of innovative medical devices have been approved one after another, and there is hope that commercial insurance will open up new space for innovative products in the domestic AI medical field, and the rapid development of AI medical technology domestically and overseas, as well as the progress of brain-computer interface technology, is expected to continue to catalyze. Hong Kong stocks related to AI healthcare: YIDU TECH (02158): The large-scale upgrade of Dou Package has sparked market attention. As a leader in the field of AI healthcare, YIDU TECH has long cooperated deeply with ByteDance's volcano engine, Dou Package, and others, pushing for business innovation breakthroughs through strong technological and ecological cooperation. XUNFEIHEALTH (02506): As a provider of artificial intelligence-enabled medical solutions, Xunfei Medical has become a leader in the Chinese medical artificial intelligence industry with its deep layout and innovation capabilities in the medical industry. The company is the only one participating in the formulation of technical evaluation systems and standard specifications for large medical models, and its Xunfei Xinghuo medical large model is the only one trained based on national computing power and self-controllable platform. This model is applied to more than 300 medical scenarios, and according to tests conducted by CTTL (a part of CAICT), Xunfei Xinghuo medical large model surpasses GPT-4 Turbo in six medical-related NLP task dimensions beyond expert medical knowledge graph question answering, clinical language understanding, medical document generation, disease diagnosis and treatment recommendations, multi-round medical dialogue generation, and multimodal interaction in medical scenarios. Currently, the Xunfei Xiaoyi APP can assist in diagnosing more than 1,600 common high-frequency diseases, covering more than 2,000 common symptoms, recognizing more than 4,000 common medications, and understanding more than 6,000 common examination and laboratory items. XTALPI-P (02228): Crystal Tai Holdings is a holding company mainly engaged in providing drug and material science research and development solutions and services for industries such as pharmaceuticals and materials science. The company deeply integrates quantum physics first principles calculation, artificial intelligence, high-performance cloud computing, and scalable and standardized Siasun Robot & Automation automation technology to provide professional services to pharmaceutical and material science companies globally and domestically. In the mid-year report of Crystal Tai Holdings in 2024, in the first half of 2024, the company achieved revenue of 60.85 million yuan in drug discovery solutions, a year-on-year increase of 68.6%; in intelligent automation solutions, Crystal Tai Holdings achieved revenue of 41.78 million yuan, a year-on-year decrease of 4.8%.