The recent surge in China's technology stock market, specifically driven by the domestic AI model DeepSeek, represents a pivotal moment for the nation’s burgeoning artificial intelligence sectorAs of February 10, 2025, the Wind AI Index experienced a remarkable increase, soaring by 4.17% on that day alone and accumulating a truly impressive gain of over 21% across six trading sessionsThis undeniable trend emphasizes the increasing importance of AI in various facets of industry and daily life.
Analysts have indicated that the broader AI market is currently riding a wave of optimism, underpinned by decreasing costs which have led to a significant increase in user engagement and adoptionCoupled with the constantly evolving competitive edge of domestic AI models, there is a burgeoning anticipation that the process of commercializing AI applications will accelerate in the coming years.
The realm of AI in healthcare, in particular, is witnessing rapid developmentsThe same day, February 10, the AI healthcare sector showcased notable advancements, with Wind reporting that the index for this segment skyrocketed by 6.70%. High-profile companies within this sector, such as Sihua Medical and Di'an Diagnostics, saw substantial stock surges, with some reaching their price limits for the daySuch movements are indicative of a sector eager to embrace technological innovation.
Among the companies tapping into DeepSeek to rapidly deploy AI in healthcare, Wanda Information stands outThe company has formed a dedicated team to explore DeepSeek's capabilities and has successfully localized its open-source version, integrating it within their sophisticated data environmentThis integration is set to support various applications spanning from electronic health records to clinical research and within governmental health initiatives.
Another notable example is Yidu Medical, which has decided to incorporate DeepSeek into its AI healthcare brain, YiduCore, demonstrating the deep industry interest in leveraging advanced AI capabilities
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Additionally, Eagle Eye Technology announced that its WanYu Medical model is now linked to DeepSeek, further evidencing the collaborative momentum within the healthcare sector.
Furthermore, as the AI industry progresses, investment potential in AI applications is becoming increasingly attractiveFollowing the developments on February 10, a spokesperson from the Ministry of Foreign Affairs, Guo Jiakun, highlighted during a routine press briefing that the ongoing breakthroughs in AI technology and the emergence of new applications signal a critical shift in the landscape of science and technologyChina is keenly engaging with this intelligent transformation, actively promoting innovation, emphasizing safety, and encouraging homegrown enterprise initiatives that contribute positively to the global AI evolution.
According to Wu Yanjing, an analyst at China Galaxy Securities, the advantage of domestic AI applications lies in a rich ecosystem of scenarios and a vast user baseHe believes that DeepSeek’s open-source strategy and high efficiency will empower an explosion in AI applications across vital sectors including education, finance, and healthcare.
Zhou Chaoze, a chief analyst at Founder Securities for the pharmaceutical sector, expressed optimism regarding the continuous breakthroughs of domestic AI solutions as more companies integrate with them to upgrade AI applicationsHe underscored the potential revolution in AI in areas such as imaging, development, health management, and clinical decision-making, where transformative innovations are on the horizon.
Liu Kai, the chief analyst for electronic communications at Everbright Securities, anticipates a rapid expansion phase for the AI application sectorGiven that DeepSeek has opened up its cost-reduction methodologies, he forecasts a decrease in the training and inference costs associated with large models, potentially triggering a fresh wave of affordability in AI tools which would facilitate the swift broadening of AI applications across various industries.
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