(砥砺奋进七十载 天山南北谱华章)新疆医疗水平正迈向智能化、精准化新阶段 在九三学社，李军找到一个能将"影像"与"声音"融合的平台。凭借科技、医疗界别优势，联合九三学社 的科技、医学、信息工程等领域人才，围绕疑难病诊疗、人工智能辅助诊断等展开深度合作。 中新网新疆石河子9月25日电 (史玉江)"我正筹备新疆生产建设兵团医学会超声医学分会年会，拟邀九三 学社内多位人工智能方向的专家学者，探讨AI在疾病早期诊断中的应用前景。"在新疆维吾尔自治区成 立70周年之际，九三学社石河子市委会主任委员、石河子大学第一附属医院超声医学科主任李军表示， 新疆医疗水平正迈向智能化、精准化的新阶段。 抉择：科学与责任的契合 超声微血流成像技术的临床应用。受访者供图 作为享受国务院特殊津贴专家、新疆"天山英才"医药卫生领军人才、兵团"最美科技工作者"、兵团"强 青"科技创新骨干人才，李军在多年的诊疗中，通过对微小病灶的发现，及时挽救很多人的生命。他由 此感慨：医生的每一次"多看一眼"，都可能改变一个人的命运。 凭着这份初心，李军不断推进乳腺、甲状腺及肝脏病灶的早期识别，目前已推广超声弹性成像十万余 例。"我认为荣誉不是目的，而是每一 ...

Core Viewpoint - The Federal Reserve's interest rate cut has led to a sector rotation towards healthcare and financial stocks, with Hims & Hers Health Inc. positioned at the intersection of healthcare and technology, attracting mixed opinions from investors [1][2]. Company Performance - Hims & Hers Health reported Q2 2025 earnings of $544.8 million, marking a 73% increase year-over-year. The company also achieved a net subscriber count of 2.4 million, a 31% increase from the previous year [5]. - Average revenue per user rose from $57 in 2024 to $74 in 2025, reflecting a 30% increase, indicating improved customer retention and spending [5]. Valuation Metrics - Hims & Hers trades at a price-to-book (P/B) ratio of 25.9x, significantly higher than the medical sector average of 13.6x, suggesting that the market perceives its growth as both real and sustainable [6]. - The consensus price target for Hims & Hers is $38.92, indicating a potential downside of about 33% from recent prices, reflecting a cautious sentiment among analysts [8]. Analyst Sentiment - Maria Ripps of Canaccord Genuity has reiterated a Buy rating with a price target of $68, suggesting a potential upside of 17% from current levels, driven by strong earnings and optimism regarding lower interest rates [9]. - The stock has seen a recent surge of 32.9%, attributed to strong earnings and investor confidence in future growth opportunities [9]. Market Positioning - Hims & Hers is positioned in a favorable market environment characterized by recurring revenue, a growing customer base, and increasing per-user spending, which enhances its scalability [10]. - The company's strong fundamentals and market momentum support its valuation, moving it beyond a speculative investment [12].

央视网消息：记者9月20日从国家数据局了解到，我国"东数西算"工程实施以来，规模化效应不断显现，已带动社会投资已超 过万亿元。 "东数西算"工程在"十四五"期间全面启动，目前已形成8个枢纽节点和10个数据中心集群，覆盖东中西部14个省份，带动社会投 资超过万亿元；为全国提供了约八成的智算算力，促进人工智能、智能制造、远程医疗等行业加快发展。 在8个枢纽节点中，5个位于西部，实现了东部业务向西部风光水电丰富的区域迁移，带动甘肃庆阳、内蒙古乌兰察布等算力新 城不断崛起。 中国科学院计算技术研究所网络研究部总工程师 赵晓芳：在"东数西算"工程实施之前，我们国家的算力80%分布在东部，而对 应比例的能源分布在西部。我们说，算力消耗的是能源，"东数西算"是把能源基础设施的布局与算力基础设施的布局结合起来，来 支撑算力持续供给、良性发展，同时为西部发展带来全新的产业和机遇。 "东数西算"工程于2022年正式全面启动。"数"指的是数据，"算"指的是算力，"东数西算"就是通过构建数据中心、云计算、大 数据一体化的新型算力网络体系，将东部算力需求有序引导到西部，优化数据中心建设布局，促进东西部之间的协同联动。 ...

Group 1 - The "East Data West Computing" project has shown significant scale effects since its implementation, contributing to the development of various industries such as artificial intelligence, smart manufacturing, and telemedicine [1] - The project was fully launched during the 14th Five-Year Plan period and has established 8 hub nodes and 10 data center clusters, covering 14 provinces in eastern, central, and western China [1] - The initiative has driven social investment exceeding 1 trillion yuan and provides approximately 80% of the national intelligent computing power [1]

央视网消息：记者9月20日从国家数据局了解到，我国"东数西算"工程实施以来，规模化效应不断显现。"东数西算"工程带动社会投资已超过 万亿元。 在8个枢纽节点中，5个位于西部，实现了东部业务向西部风光水电丰富的区域迁移。带动甘肃庆阳、内蒙古乌兰察布等算力新城不断崛起。 中国科学院计算技术研究所网络研究部总工程师赵晓芳介绍，在"东数西算"工程实施之前，我国的算力80%分布在东部，而对应比例的能源分 布在西部。算力消耗的是能源，"东数西算"把能源基础设施的布局和算力基础设施的布局结合起来，来支撑算力持续供给、良性发展，同时为 西部发展带来全新的产业和机遇。 创新技术 提高"东数西算"绿电使用占比 "东数西算"工程在"十四五"期间全面启动。目前，已形成8个枢纽节点和10个数据中心集群，覆盖东、中、西部14个省份，带动社会投资超过 万亿元。为全国提供了约八成的智算算力，促进人工智能、智能制造、远程医疗等行业加快发展。 在全国首个绿色算电协同发展试点省份青海，这片百亩光伏产生的绿色电力，"点对点"供给就近的数据中心，直接转化为绿色算力。 中国联通三江源国家大数据基地运营维护负责人李洪麒介绍，这种绿电直供的新模式和过去比， ...

Core Insights - The "East Data West Computing" project has led to over 1 trillion yuan in social investment since its implementation, showcasing significant scale effects [1][2] - The project has established 8 hub nodes and 10 data center clusters across 14 provinces in eastern, central, and western China, providing approximately 80% of the national intelligent computing power [2] Investment and Infrastructure Development - The project has facilitated the migration of computing resources from the eastern regions to the western areas rich in renewable energy, contributing to the rise of new computing cities such as Qingyang in Gansu and Ulanqab in Inner Mongolia [2] - Prior to the project, 80% of the country's computing power was concentrated in the east, while the corresponding energy resources were located in the west, indicating a strategic alignment of energy and computing infrastructure [2] Green Energy Utilization - Recent monitoring indicates a continuous improvement in the green energy usage ratio within the "East Data West Computing" project, with some new data centers in Inner Mongolia achieving over 85% green energy usage [3][4] - The introduction of direct supply models for green electricity has resulted in over a 20% reduction in energy consumption for data centers [4] Technological Innovations - Innovative cooling technologies, such as liquid cooling, have been implemented in data centers, leading to a 30% reduction in energy consumption [4] - The use of natural cooling methods in high-altitude regions has also contributed to significant energy savings, with one data center reducing industrial electricity use by over 7 million kilowatt-hours annually [4] Future Development Plans - The National Bureau of Statistics plans to focus on green, intensive, and inclusive development in the ongoing implementation of the "East Data West Computing" project, aiming to accelerate the construction of a national integrated computing power network [5] - The project is expected to lay the groundwork for significant advancements in computing power during the 14th Five-Year Plan period, with a vision for further development in the 15th Five-Year Plan [5]

Summary of DocGo (DCGO) 2025 Conference Call Company Overview - **Company**: DocGo - **Industry**: Mobile health and medical transportation - **Key Operations**: Provides medical transportation and home healthcare services across the U.S. and the UK, serving approximately 1 million patients annually [4][5] Core Business Segments Medical Transportation - **Patient Transports**: Expected to provide over 750,000 patient transports in the current year, with a projected growth of 15% year-over-year [33][36] - **Technology Integration**: Utilizes a complex logistics and dispatch management platform integrated with Epic, allowing hospital systems to efficiently manage patient discharges and transport needs [10][12] - **Unique Model**: Employs a hybrid model where licensed practical nurses (LPNs) conduct home visits while remote clinicians provide oversight, enhancing efficiency and patient care [6][14] Home Healthcare - **Growth Potential**: Anticipated growth of 50-100% in home healthcare services, with significant increases in patient visits compared to previous years [37][39] - **Care Gap Closure**: Focuses on addressing care gaps for patients who have not seen a primary care provider, with services including screenings and vaccinations [41][42] Strategic Partnerships and Market Expansion - **Joint Ventures**: Collaborates with major hospital systems, including a joint venture with Jefferson, enhancing service delivery and integration [16][17] - **Market Entry Strategy**: Expands into new markets by partnering with marquee customers, as demonstrated by recent entry into the Dallas Fort Worth area [18][20] Financial Performance and Projections - **Revenue Growth**: Medical transportation revenue projected to exceed $200 million this year, with mobile health services expected to grow significantly [70] - **Contract Durations**: Typical contracts with hospital systems last 3-5 years, contributing to stable revenue streams [27][28] Government Contracts and Services - **Evolving Focus**: Shift towards long-term population health contracts rather than episodic emergency care, with a focus on providing vaccinations and primary care services to underserved communities [48][55] - **Transparency in Reporting**: Plans to break out government-related revenues separately to provide clearer insights to investors [51] Challenges and Market Dynamics - **Hospital Spending Trends**: Noted uncertainty in hospital spending cycles, with health plans under pressure to optimize resources amid potential Medicaid enrollment changes [72][74] - **Quality Scores**: Engages in care gap closure initiatives that directly impact quality scores for health plans, enhancing their operational efficiency [73] Conclusion - **Future Outlook**: DocGo is well-positioned to capitalize on the growing demand for mobile health services and integrated care solutions, with a strong emphasis on technology and patient-centered care [76]

言归正传，先聊人工智能如何颠覆医疗。凯文·凯利认为，定制化医疗是大势所趋。未来，每个人的治 疗方案与用药都将因个体差异而不同。过去，人们早已意识到个体体质差异，却苦于（成本）无法落 地。随着可穿戴设备普及，24小时连续监测生理指标将变得轻而易举——甚至一块手表即可全天候记 录。实时监测的价值将超越一年一度的体检，进而可能颠覆传统体检行业。当个人数据持续累积，健康 基准则不再是国家公布的统一标准，而是"只属于你"的专属基线。据此，未来的药物也将高度个性化： 25年内可能出现"3D药丸机"，把不同成分封装进同一颗胶囊，每个人得到的胶囊都独一无二。 个人数字医疗档案将同步生成，包含每日体测、干预记录、用药史等信息。这些数据不仅在看诊时供医 生调阅，还将脱敏上传云端，向研究人员开放。中国人口基数庞大，数据收集已走在世界前列，凯文· 凯利预测未来25年中国有望建成全球领先的全民医疗信息大数据库；若辅以全民基因测序库，将极大加 速创新药的特定化研发，使中国生命科学弯道超车。 大纲： 大家好，又到了我们每月一次的读书课。今天继续共读凯文·凯利的《2049：未来的1万天》。本书讨论 人工智能在未来25年如何重塑产业和日常生活 ...

Core Insights - The number of medical device patent applications in South Korea surged by 42% over the past decade, reaching 13,282 applications in the last year, significantly outpacing the overall technology sector's growth of 12% [1] Summary by Category Patent Application Trends - Medical device patent applications increased from 9,336 in 2015 to 13,282 in the last year, representing a growth rate of 42% [1] - The overall patent applications in all technology fields rose from 222,405 to 248,687 during the same period [1] Types of Medical Devices - The most frequently applied medical device type is biometric devices for measuring vital signs, totaling 17,514 applications (14.6%) [1] - Other notable categories include surgical treatment devices (14.0%), medical information devices (13.7%), and medical supplies (11.9%) [1] - The fastest-growing category is medical information devices, with an average annual growth rate of 21.9% [1] Impact of Technology - A significant portion (92.6%) of medical information device patent applications is related to AI-based telemedicine systems, which has driven the overall increase in applications [1] Applicant Demographics - Small and medium-sized enterprises accounted for 31.7% of applications (37,925), while individuals made up 19.7% (23,554) [1] - Foreign companies contributed 19.6% (23,375), and universities and research institutions represented 19.1% (22,806) [1] - Samsung Electronics was the leading applicant, followed by Yonsei University, Korea University, and Osstem Implant [1]

Core Viewpoint - Internet hospitals are transforming healthcare delivery by leveraging internet technology to provide convenient medical services, building on the resources of traditional hospitals [1] Group 1: Definition and Core Functions - Internet hospitals extend the boundaries of medical services through online platforms, offering functions such as online follow-ups, routine consultations, smart medication advice, and drug delivery [3] - Patients can complete the entire process of follow-up, consultation, medication purchase, payment, and delivery without visiting a hospital, significantly enhancing convenience and efficiency [3] Group 2: Service Characteristics and Advantages - Convenience: Internet hospitals eliminate time and space constraints, allowing patients to access services anytime and anywhere, which is particularly beneficial for chronic disease and mobility-impaired patients [3] - Efficiency: Internet technology enables quick completion of medical processes, reducing long wait times and cumbersome procedures associated with traditional healthcare [3] - Professionalism: Internet hospitals rely on the expertise of medical teams from physical hospitals, ensuring the quality and accuracy of online services through various communication methods [3] - Continuous Management: Internet hospitals focus on long-term health management, allowing doctors to monitor patient conditions and provide personalized treatment plans [3] Group 3: Application Scenarios and Limitations - Internet hospitals are primarily suitable for follow-ups and routine consultations for common and chronic diseases, such as diabetes and hypertension, which require long-term management [4] - They are not equipped to handle first-time consultations or conditions requiring in-person examinations or specialized equipment [4] Group 4: Future Outlook - With ongoing technological advancements and policy support, internet hospitals are expected to expand their applications and development [5] - The integration of artificial intelligence and big data can enhance service intelligence, providing more precise and personalized medical services [5] - Improved telemedicine technology may allow internet hospitals to broaden their service scope, reaching remote areas and grassroots medical institutions, thus promoting equitable distribution of healthcare resources [5]