中信证券：AI医疗开启商业化 加速重构十万亿级医药市场

Core Insights - The report from CITIC Securities indicates that medical AI will accelerate the restructuring of the trillion-dollar pharmaceutical market [1] - It is believed that by 2026, the logic of AI in healthcare will undergo fundamental changes, primarily due to clearer and stronger payment capabilities this year [1] - 2026 is expected to be a year with stronger certainty in the commercialization of AI in healthcare, opening up more opportunities for its commercialization [1] Key Focus Areas - The report suggests focusing on five main areas: AI pharmaceuticals, grassroots AI healthcare applications, medical data circulation and trading, AI pathology diagnosis, AI healthcare models, and C-end expansion channels [1]