Hong Kong stock market concept tracking | Deepseek helps companies reduce costs, increase efficiency and improve profitability Focus on AI medical industry transformation trends (with concept stocks)

Last week, the US stocks in the AI medical sector surged, with Recursion rising nearly 22%, Crispr Therapeutics rising nearly 3%, Tempus AI rising over 3%, and Beam Therapeutics rising nearly 4%. Previously, "Wood Sister" Casey Wood stated that healthcare is the most underestimated application of AI. Wen Daxiang, Director of the Shanghai Health Commission, stated at the 2024 China Medical Artificial Intelligence Conference that in recent years, with the innovation and development wave of artificial intelligence represented by large models, the healthcare field is facing a new revolution. AI healthcare has become a key development focus of the Chinese healthcare industry in recent years. Haitong research report stated that the common feature of the DeepSeek series models is that they significantly reduce training and usage costs while maintaining industry-leading performance levels through the optimization of algorithms, frameworks, and hardware. In particular, DeepSeek-R1, through distillation technology, has achieved a combination of low parameters, low cost, and high performance, which will undoubtedly promote the widespread application of AI in various fields such as office, education, and healthcare. China Securities Co., Ltd. research report stated that AI healthcare has great application value in enhancing the functionality of medical devices, interpreting examination results, assisting clinical decision-making, health management, and other areas. It is an innovative direction and competitive trend that medical enterprises and hospitals must pay attention to. Companies are expected to further enhance their product competitiveness and customer stickiness through AI, consolidate their industry position and competitive advantage. AI can help leading companies become stronger, provide opportunities for overtaking in the bend for newcomers and emerging companies, and is also a key element of domestic companies' competition in going global. Looking at the AI layout of some overseas leading companies, in addition to independent research and development, mergers and acquisitions, external strategic cooperation, establishing digital platforms, and ecosystems are also important ways to accelerate AI layout. In addition, effectively using AI tools such as Deepseek can help companies reduce costs, improve efficiency, and enhance profitability. Hong Kong stocks related to AI medicine concepts: YIDU TECH (02158): The sub-company EVYD of YIDU TECH, in cooperation with the Brunei Ministry of Health, has launched a major upgrade for the one-stop comprehensive health management and health service application BruHealth the new version BruHealth 5.0. As the technical support behind BruHealth, EVYD, a subsidiary of YIDU TECH, with its rich accumulation in the field of medical artificial intelligence, has provided strong technical support and innovative support for this upgrade. The AI medical intelligence brain YiduCore empowers the comprehensive landing of solutions for all scenarios. XTALPI-P (02228): Established in 2015, Crystal Tai Holdings is an innovative research and development platform based on quantum physics and empowered by artificial intelligence and driven by Siasun Robot & Automation. The application areas of the technology mainly include pharmaceuticals and materials science (including agricultural technology, energy and new chemicals, and cosmetics). Crystal Tai Technology has signed a strategic cooperation agreement worth tens of millions of RMB with the Korean pharmaceutical company JW Pharmaceutical. Crystal Tai Technology will provide JW with a set of drug discovery automation workstations and an AI-based chemical reaction optimization platform to comprehensively empower JW's drug development efficiency, repeatability, and success rate. This cooperation is an advanced practice of the deep fusion of artificial intelligence and automated experiments in the field of drug development. XUNFEIHEALTH (02506): As a provider focused on AI-enabled medical solutions, Infineon Medical has become a leader in the Chinese medical artificial intelligence industry with its deep layout and innovation capabilities in the medical industry. MEDBOT-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 volume of the Thumie endoscopic surgery Siasun Robot & Automation has reached 39 units, the commercial installation has exceeded 30 units, and the global cumulative commercial orders are nearly 60 units.