Nvidia(US:NVDA) Zhi Tong Cai Jing·2026-01-14 06:50Group 1 - AI healthcare stocks have strengthened, with notable increases in share prices for companies such as Alibaba Health (+18.81%), MicroPort (+7.7%), Yidu Tech (+6.06%), Ping An Good Doctor (+5.9%), and JD Health (+4.08%) [1] - NVIDIA and Eli Lilly announced a joint investment of $1 billion to establish an AI drug development lab in San Francisco, aimed at accelerating drug development processes [1] - NVIDIA has previously invested in biotechnology company Recursion and established partnerships with leading firms in the healthcare sector, including Novo Nordisk and Mayo Clinic [1] Group 2 - Citic Securities believes that AI in healthcare will accelerate the restructuring of the trillion-dollar pharmaceutical market, with significant changes expected by 2026 [2] - The core change in AI healthcare is the clearer and stronger payment capabilities of payers this year, which is expected to enhance the commercial viability of AI healthcare [2] - 2026 is anticipated to be a year of greater certainty for the commercialization of AI healthcare, opening up new commercial opportunities [2]