长按即可参与 3、AI医疗产业端落地成熟度，影像→体外诊断→医疗机器人→制药→慢病管理→医疗信息化。 4、AI+诊断领域： 1）体外诊断公司：主业有业绩压力，但需给予AI属性估值溢价。关注与大厂绑定深、落地成熟的 公司。 2）影像公司：如联影，在设备市场铺设、市占率、数据授权上有优势。 3）业绩变好公司：对主业业绩有包容度，关注可能迎来拐点的公司。 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 巴菲特读书会 来源：雪球 1、AI医疗产业整体前景大，能够赋能医疗产业端公司的传统业务，提升其盈利能力，并在客户绑 定、新客户开拓上提供帮助。 2、在患者端，AI医疗可以提高了医疗资源的可及性，使得偏远地区的人能够触达到高等级的医疗 资源（医疗资源平权）；还可以减少漏诊和误诊，提高诊断的准确性（诊断准确性）；以及AI制 药如果成功，患者将受益（制药）。 4）细分领域数据公司：如华大智造，除数据、AI逻辑外，还受Illumina被禁入中国市场影响。 5、AI+医院/医生：AI能提高医生和医院的诊断治疗能力；对医院和医生的运营效率有帮助。 6、AI+慢病管理：看好AI慢病管理 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the integration of digital technology with traditional industries, focusing on the application of large models in various sectors, particularly in smart connected vehicles and intelligent manufacturing equipment [10][13] - It highlights the importance of safety as a prerequisite for new technologies, advocating for a self-controllable AI ecosystem [14][16] - The report outlines the trends of AI model capability enhancement, the deployment of 5G-A and 6G as foundational technologies for large-scale AI applications, and the fusion of AI with traditional industries to drive efficiency and cost reduction [25][31][37] Summary by Sections Government Work Report - The 2025 government work report emphasizes the need to boost domestic demand, integrate digital technology with traditional industries, and promote the empowerment of large models [10] - It outlines key tasks such as fostering emerging industries, enhancing traditional industry upgrades, and stimulating digital economy innovation [12][18] Industry Trends - Trend 1: The enhancement of model capabilities is shifting the industry focus towards applications and edge computing [25][30] - Trend 2: The commercialization of 5G-A and 6G will provide the necessary communication infrastructure for large-scale AI applications [31][34] - Trend 3: The integration of AI with traditional industries is expected to lead to significant cost savings and efficiency improvements [37][47] - Trend 4: The improvement of domestic model capabilities and data security will promote the prosperity of edge hardware [60][63] AI Applications - The report discusses specific applications of AI in sectors such as healthcare, agriculture, and manufacturing, showcasing successful case studies that demonstrate efficiency gains and cost reductions [40][41][51][56] - It highlights the role of AI in enhancing product quality and accelerating innovation in manufacturing, with projections indicating substantial growth in the sector due to AI adoption [54][58]