国金证券牟一凌：核心蓝筹股的估值水平已经处于历史偏低水平
国金证券牟一凌：核心蓝筹股的估值水平已经处于历史偏低水平上海观壹智能完成天使轮融资，继续推进生命科学模型
上海观壹智能科技有限公司完成天使轮融资，未披露融资额及投资方。公司于2025年在上海成立，技术起点包括计算机视觉、医学影像与自监督学习。目前其核心系统DeepRare采用多个智能体梳理证据、推理罕见病线索，已部署到三甲医院。团队还研究肿瘤病理模型、虚拟细胞与RNA设计。
公司希望下一步把文献知识、计算预测和实验数据串在一起，模型先提出可检验的假设，再以实验结果反过来修正推断。商业化方面，团队计划选择条件可控的核酸药等细分问题，跑通验证流程，并与药企合作开展靶点发现和药物研发。现阶段公布的进展包括融资、医院端部署和单项能力验证，尚不能由此推断药物已进入临床试验或获得上市批准。公司由谢伟迪等人于2025年夏联合创办，总部位于上海徐汇，已验证的单项技术还涉及蛋白质和虚拟细胞。
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