明日看好方向包括 AI 医疗、云计算、阿里相关、数据要素等。华为宣布将发布瑞金病理大模型，DeepSeek 降低算力门槛。阿里巴巴蔡崇信回应与苹果合作传闻。国家发布公共数据资源授权运营价格通知。电影《哪吒之魔童闹海》票房突破 110 亿元。微信接入 DS，计算机板块情绪有望提升，中期最强方向在云，DS 模型平权使 Agent 成长期弹性最大方向，推理算力是云爆发核心价值增量。多个产品探索接入 DeepSeek，微信灰度测试接入，云此前已部署。当日总成绩排名公布，总龙头炒家等位列前茅。
- 股票名称 ["美年健康","贝瑞基因","金域医学","新赣江","思创医惠","拓维信息","瑞斯康达","日海智能","艾可蓝","宏景科技","梦网科技","杭钢股份","居然智家","数据港","润建股份","光线传媒","金运激光","中信出版","引力传媒","欢瑞世纪","智微智能","深桑达","寒武纪","海光","弘信电子","华勤技术","浪潮信息","中科曙光","紫光股份","数据港","云赛智联","宝信软件","利通电子","世纪华通","科华数据","东华软件","奥飞数据","依米康","首都在线","并行科技","优刻得","泛微网络","天融信","长亮科技","博思软件","众安在线","联易融","微盟集团","金山软件","致远互联","山大地纬","顺网科技","世纪恒通","中科软","浙大网新","宇信科技","神州信息","启明星辰","财富趋势","拓尔思","金证股份","云鼎科技","汉得信息","亿联网络","每日互动","拓维信息"]
- 板块名称 ["AI 医疗","算力","阿里相关","数据要素","计算机","云计算"]
- AI 医疗、DeepSeek、微信接入
- 看多看空（看多） 文中提到多个板块的积极发展和相关公司的利好消息，如 AI 医疗的新模型发布、DeepSeek 带来的技术进步、微信接入 DS 对业务的赋能等，显示出市场的积极态势，因此看多。
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