Core Viewpoint - The article emphasizes the potential investment opportunities in AI-related companies and those involved in the medical equipment sector, highlighting the advancements in AI technology and the recovery of the domestic medical market [1] Group 1: AI Sector - AI Agent core targets and overseas trade platform enterprises are highlighted, with the current AI iteration reaching version 4.0, indicating a well-established paid membership system that is expected to accelerate the increase in ARPU (Average Revenue Per User) [1] Group 2: Medical Equipment Industry - The company is positioned to benefit from the recovery of the domestic medical equipment market, with a comprehensive layout across the CT (Computed Tomography) value chain that breaks monopolies. The company has also started winning bids for downstream customer procurement projects, leading to a positive revenue growth rate and accelerated profits in the second quarter [1]
【风口研报】AI Agent核心标的+出海外贸平台型企业，当前AI迭代已至4.0版本，收费会员体系完善，有望加速提升ARPU值
财联社·2025-08-19 10:14