礼来险些错过GLP-1时代

礼来在GLP-1领域的追赶成功，将激励中国AI制药企业加大研发投入，间接利好为制药行业提供AI算力与算法的相关公司。 {"impact":"礼来在GLP-1领域的成功追赶，强化了AI在药物研发中的应用前景，国内AI制药和算力供应商有望受益。", "bull":[ {"name":"科大讯飞","code":"002230","reason":"AI医疗语音及药物发现平台潜在需求增长"}, {"name":"中科曙光","code":"603019","reason":"为AI制药提供高性能计算算力支持"} ], "bear":[ {"name":"寒武纪","code":"688256","reason":"国产AI芯片在制药场景落地进度偏慢"} ]}