{"id":87854,"topic":"ai","source":"Jiemian.com","title":"阿里AI医疗大模型大火！AI硬件+影像辅助受益拉升，医疗器械ETF招商(159898)日K冲击5连阳！ - Jiemian.com","url":"https://www.jiemian.com/article/15126974.html","url_hash":"281e2fbc946e250220e7613b8016c6c16caa5b55","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMiWEFVX3lxTE8yVld1YW1ZUy1tUGd1YlZfMVI3WXNSbUtNRTRlcDd2Z0VzTnB4SFo2dllQejl4bFh4ajQ3ZV8zVmRFZlR2U0tYc1ZLdkVPS2c2MExNSjdINWk?oc=5\" target=\"_blank\">阿里AI医疗大模型大火！AI硬件+影像辅助受益拉升，医疗器械ETF招商(159898)日K冲击5连阳！</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">Jiemian.com</font>","content":"9月22日，科技与医药板块齐升，医疗器械等细分Beta上攻。截至发文，医疗器械ETF招商（159898）标的指数涨超1%、日K冲击5连阳。权重股奕瑞科技大涨6.44%，成份股诺唯赞涨超15%、采纳股份涨超11%，华大基因、迪安诊断等多股涨超2%。\n消息面上，阿里巴巴达摩院联合浙大一院推出全球首个专家级通用医疗影像AI模型DAMORADAR。该模型可从单张腹部增强CT影像中，一次性识别146种病症，诊断水平首次达到影像科专家水准。\n受此提振，AI硬件+影像辅助相关个股大幅拉升。根据中邮证券，AI医疗行业人工智能解决方案的全球市场规模预计将由2022年的137亿美元增至2030年的1553亿美元，CAGR为35.5%。\n政策端同步主力创新器械。近日十部门联合印发《医药工业发展“十五五”规划》，在创新结果上，目前首创新药占全球比例25%以上、创新医疗器械累计上市≥200个；在产业链上新增药用辅料、设备耗材、仪器试剂等工具作为系统增强韧性与迭代效率的抓手。\n西南证券认为，源头创新与前沿技术布局，如ADC、核酸药、CGT、放射性药物、类器官/器官芯片、脑机接口等，有望带动创新药械与高端装备的持续供给侧升级。\n基本面侧，2026H1器械板块收入1311.3亿元同比+8.0%、归母净利润204.4亿元同比+7.2%，其中Q2收入同比+11.0%、归母净利润同比+29.3%，较Q1明显改善。根据华鑫证券，2026年上半年财报公布有出口的医疗器械上市公司中，境外业务收入占比已从2025年H1的35.33%提升至2026年H1的38.27%，出口收入合计同比增长18.18%，占收入增量比重的70.67%。\n机构普遍认为，器械板块历经磨底反转将至、中期赔率向好，同时板块筹码相对干净、在这轮医药行情里对比创新药存在拥挤度优势。伴随集采政策温和化、国产厂商有以价换量空间，后续有望迎来估值修复。\n同时，国家药监局批准发布我国第三个脑机接口医疗器械标准。申万宏源指出，这是全球首个采用AI技术处理脑电数据的脑机接口标准，适用于由人工智能算法对脑电信号进行后处理的脑机接口医疗器械研发。\n据悉，医疗器械ETF招商（159898）聚焦迈瑞医疗、联影医疗、奕瑞科技等药械龙头、Beta质地纯粹。按照Wind所属热门概念，截至8月底，该ETF标的指数中有24%在脑机接口有实质性布局的相关企业，有望全面把握药械拐点与脑机接口机遇。","image_url":null,"lang":"zh","published_at":"2026-09-22T06:11:58+00:00","fetched_at":"2026-09-22T08:15:11+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"9月22日，科技与医药板块齐升，医疗器械等细分Beta上攻。截至发文，医疗器械ETF招商（159898）标的指数涨超1%、日K冲击5连阳。权重股奕瑞科技大涨6.44%，成份股诺唯赞涨超15%、采纳股份涨超11%，华大基因、迪安诊断等多股涨超2%。\n消息面上，阿里巴巴达摩院联合浙大一院推出全球首个专家级通用医疗影像AI模型DAMORADAR。该模型可从单张腹部增强CT影像中，一次性识别146种病症，诊断水平首次达到影像科专家水准。\n受此提…","cluster_id":3521009,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://www.jiemian.com/article/15126974.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 1010 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":1010,"summary_length":221,"usable_text_length":1010,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":1010,"summary_length":221}},"news_item":{"id":87854,"canonical_url":"https://www.jiemian.com/article/15126974.html","source_url":"https://www.jiemian.com/article/15126974.html","title":"阿里AI医疗大模型大火！AI硬件+影像辅助受益拉升，医疗器械ETF招商(159898)日K冲击5连阳！ - Jiemian.com","source_name":"Jiemian.com","author":null,"published_at":"2026-09-22T06:11:58+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMiWEFVX3lxTE8yVld1YW1ZUy1tUGd1YlZfMVI3WXNSbUtNRTRlcDd2Z0VzTnB4SFo2dllQejl4bFh4ajQ3ZV8zVmRFZlR2U0tYc1ZLdkVPS2c2MExNSjdINWk?oc=5\" target=\"_blank\">阿里AI医疗大模型大火！AI硬件+影像辅助受益拉升，医疗器械ETF招商(159898)日K冲击5连阳！</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">Jiemian.com</font>","full_text":"9月22日，科技与医药板块齐升，医疗器械等细分Beta上攻。截至发文，医疗器械ETF招商（159898）标的指数涨超1%、日K冲击5连阳。权重股奕瑞科技大涨6.44%，成份股诺唯赞涨超15%、采纳股份涨超11%，华大基因、迪安诊断等多股涨超2%。\n消息面上，阿里巴巴达摩院联合浙大一院推出全球首个专家级通用医疗影像AI模型DAMORADAR。该模型可从单张腹部增强CT影像中，一次性识别146种病症，诊断水平首次达到影像科专家水准。\n受此提振，AI硬件+影像辅助相关个股大幅拉升。根据中邮证券，AI医疗行业人工智能解决方案的全球市场规模预计将由2022年的137亿美元增至2030年的1553亿美元，CAGR为35.5%。\n政策端同步主力创新器械。近日十部门联合印发《医药工业发展“十五五”规划》，在创新结果上，目前首创新药占全球比例25%以上、创新医疗器械累计上市≥200个；在产业链上新增药用辅料、设备耗材、仪器试剂等工具作为系统增强韧性与迭代效率的抓手。\n西南证券认为，源头创新与前沿技术布局，如ADC、核酸药、CGT、放射性药物、类器官/器官芯片、脑机接口等，有望带动创新药械与高端装备的持续供给侧升级。\n基本面侧，2026H1器械板块收入1311.3亿元同比+8.0%、归母净利润204.4亿元同比+7.2%，其中Q2收入同比+11.0%、归母净利润同比+29.3%，较Q1明显改善。根据华鑫证券，2026年上半年财报公布有出口的医疗器械上市公司中，境外业务收入占比已从2025年H1的35.33%提升至2026年H1的38.27%，出口收入合计同比增长18.18%，占收入增量比重的70.67%。\n机构普遍认为，器械板块历经磨底反转将至、中期赔率向好，同时板块筹码相对干净、在这轮医药行情里对比创新药存在拥挤度优势。伴随集采政策温和化、国产厂商有以价换量空间，后续有望迎来估值修复。\n同时，国家药监局批准发布我国第三个脑机接口医疗器械标准。申万宏源指出，这是全球首个采用AI技术处理脑电数据的脑机接口标准，适用于由人工智能算法对脑电信号进行后处理的脑机接口医疗器械研发。\n据悉，医疗器械ETF招商（159898）聚焦迈瑞医疗、联影医疗、奕瑞科技等药械龙头、Beta质地纯粹。按照Wind所属热门概念，截至8月底，该ETF标的指数中有24%在脑机接口有实质性布局的相关企业，有望全面把握药械拐点与脑机接口机遇。","excerpt":"9月22日，科技与医药板块齐升，医疗器械等细分Beta上攻。截至发文，医疗器械ETF招商（159898）标的指数涨超1%、日K冲击5连阳。权重股奕瑞科技大涨6.44%，成份股诺唯赞涨超15%、采纳股份涨超11%，华大基因、迪安诊断等多股涨超2%。\n消息面上，阿里巴巴达摩院联合浙大一院推出全球首个专家级通用医疗影像AI模型DAMORADAR。该模型可从单张腹部增强CT影像中，一次性识别146种病症，诊断水平首次达到影像科专家水准。\n受此提…","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 1010 characters.","diagnostics_url":"/api/diagnose?url=https%3A//www.jiemian.com/article/15126974.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 1010 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":1010,"summary_length":221,"usable_text_length":1010,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":1010,"summary_length":221}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"阿里AI医疗大模型大火！AI硬件+影像辅助受益拉升，医疗器械ETF招商(159898)日K冲击5连阳！ - 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