国金证券：AI医疗已进入商业化加速期

Core Viewpoint - The investment value in AI-assisted diagnostics will focus on companies that can deeply integrate advanced technologies with specific clinical scenarios and clearly quantify their product value [1] Group 1: Market Trends - AI healthcare has entered a phase of accelerated commercialization, indicating a shift towards practical applications and market readiness [1] - Companies with technological barriers, application capabilities, and clear commercialization paths are expected to achieve rapid scale expansion and significant improvements in profitability [1] Group 2: Investment Focus - Future investments will prioritize firms that leverage large model capabilities and data assets to enhance diagnostic efficiency, optimize patient outcomes, and reduce healthcare costs [1]