Deepseek掀起AI医疗热潮，提升医药板块估值。2025年初至今Deepseek引发医疗AI应用热潮，业内医药公司快速开展deepseek本地化应用部署、专业大模型后性能大幅提升，AI将拉大行业龙头与追随者差距，有利于核心业务份额提升，同时AI应用衍生出新的服务和功能，为行业长期发展带来增量。从AI医疗应用方向看，新药研发、设备智能化、诊断服务、体检服务预计均会快速推进，有望持续提升医药板块估值。

Data-as-a-Service (DaaS) is a data management strategy that allows data to be stored, accessed, and analyzed over the internet through cloud-based services. This model leverages cloud computing to provide users with data on demand, regardless of geographical location or device. DaaS enables organizations to offload the complexities of data management, such as storage, integration, processing, and security, to a third-party provider.

Data warehousing is a data management system that supports business intelligence. It involves processing, analysis, and reporting large amounts of data. Thus, it also acts as a central repository for integrated data from one or more disparate sources.

Data visualization tools are software applications that help users convert complex data sets into understandable visual representations such as charts, graphs, and maps. These tools allow users to analyze and interpret data more effectively, identify patterns, trends, and outliers, and communicate insights to facilitate data-driven decision-making. By providing interactive and dynamic visualizations, these tools enhance data exploration, discovery, and presentation, enabling users to extract meaningful insights and communicate complex information in a visually appealing and intuitive manner

Data security is a collection of activities aimed at keeping data safe from unauthorized access, use, disruption, destruction, or modifications, both when stored and when transmitted from one system or physical location to another. It ensures the confidentiality, integrity, and availability of the data stored.

A data science platform is a comprehensive software environment that provides integrated tools and capabilities for data scientists, analysts, and other stakeholders to perform end-to-end data analysis, modeling, and deployment tasks. It serves as a centralized hub where users can access data, explore and visualize datasets, develop machine learning models, collaborate with team members, and deploy solutions into production environments.

Data center precision air conditioning refers to specialized cooling systems designed to maintain optimal temperature and humidity levels within data centers and other environments housing sensitive electronic equipment. Unlike traditional air conditioning systems, which focus on general room cooling, precision air conditioning systems provide targeted and efficient cooling directly to high-heat-generating equipment, ensuring that the ambient conditions remain within strict thresholds.

Data center IT equipment refers to the physical hardware and components used to support and operate data centers, which are facilities that house computer systems and associated components, such as servers, storage devices, networking equipment, and power infrastructure. All this equipment is crucial for storing, processing, managing, and distributing large volumes of data in a secure, reliable, and efficient manner. Data center IT equipment includes server racks, switches, routers, firewalls, power distribution units (PDUs), cooling systems, uninterruptible power supplies (UPS), and backup systems, among others.

Data center general construction involves the construction of an entire data center facility. It includes architectural planning and designing of the facility and base building shell construction. A data center is a facility generally used by an enterprise to accommodate computer systems, servers, network systems, and other related components to support the IT infrastructure of companies. Data center general construction providers plan the architectural design according to the requirements of the client and construct the building shell.

Data center colocation is a type of data center in which the colocation service providers offer data center spaces for setting up end-user servers. Under managed hosting service, a company takes a server on lease from the hosting service provider and manages operation at the site of the server. The end-user has complete ownership of the server in data center colocations unlike managed hosting.