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出国三宝小趋势榜:日韩东南亚消费仍火热,欧洲冷门目的地成新宠!
Xin Lang Cai Jing· 2025-10-08 12:27
新快报讯10月8号,支付宝联合AI健康应用AQ、高德,围绕对中国游客假期出国期间的健康咨询趋势、 地图导航趋势、支付宝消费趋势的洞察,发布了首个《出国三宝小趋势榜》。 榜单数据显示:国庆假期,中国游客足迹遍布全球,AQ成中东中亚非洲小众旅游目的地必备健康应 用,假期境外AQ健康咨询量环比增长32%,出国旅游身体不适问国产AI成新趋势;中国游客去欧洲旅 游找厕所成新刚需,假期在欧洲用高德规划导航"厕所"的次数同比增长220%;出国用支付宝付款正成 为普遍现象,每2个出境游客中就有1个在用支付宝,支付宝消费趋势中,日韩东南亚消费仍火热,欧洲 冷门目的地如希腊等则成消费新宠。 "国外看病不方便,出国旅游必备国产AI"成为不少游客的新选择。数据显示,国庆假期AQ境外健康咨 询的提问量环比增长32%。在咨询内容上,中国游客更关注腹泻、发烧、水土不服等问题,AQ建议中 国游客必备的五类药物分别是感冒药(如布洛芬)、肠胃药(如止泻药)、抗过敏药(如氯雷他定)、 晕车/晕船药、外伤护理用品。 从地域分布来看,中国游客在海外使用AQ咨询健康问题最多的五个国家分别为:美国、日本、澳大利 亚、韩国、越南。此外,欧洲的安道尔、南美洲 ...
投融界观察:AI重塑互联网医疗,差异化路径决定未来竞争格局
Sou Hu Cai Jing· 2025-09-11 09:46
Core Insights - Artificial intelligence (AI) is becoming a key driver of structural transformation in the internet healthcare industry, with both leading and smaller platforms leveraging AI for breakthroughs [1][4] - The Chinese AI healthcare market has rapidly grown from 2.7 billion yuan in 2019 to 8.8 billion yuan in 2023, with projections to reach 30 billion yuan by 2028, indicating strong growth momentum and market potential [1][3] - The National Healthcare Security Administration has included AI-assisted diagnosis in the pricing structure, providing clear institutional support and payment pathways for the industry [1] Company Practices - Companies like JD Health and Alibaba Health are integrating AI into their pharmaceutical supply chains and operations, achieving inventory optimization and cost control, with JD Health reporting a revenue of 48.8 billion yuan for the 2024 fiscal year, a 6.9% year-on-year increase [3] - Ping An Good Doctor is focusing on an AI product matrix, with a slight increase in gross margin to 33.6% in the first half of 2024, reflecting the positive impact of AI on business structure [3] - Vertical platforms such as WeDoctor and Ark Health are exploring new AI-driven healthcare service models, with WeDoctor's AI medical service revenue share rising to 79.2% in the first half of 2024, indicating initial success in business transformation [3] Market Challenges - Despite the promising outlook for AI in healthcare, the commercialization process faces challenges, including data quality, model interpretability, and building trust between patients and healthcare providers [4][5] - Investors are increasingly focused on sustainable business models and clear profitability paths, particularly for smaller platforms that must balance R&D investment with commercial returns [4] - The true value of AI lies not only in cost reduction and efficiency but also in extending the reach of healthcare services and improving quality, which depends on clinical effectiveness, user experience, and alignment with healthcare policies [5] Future Outlook - AI is expected to profoundly change the cost structure, service models, and commercial potential of the internet healthcare industry, with leading companies leveraging resources and data advantages while smaller platforms focus on vertical scenarios and technological differentiation [5] - As algorithm iterations accelerate, policy support strengthens, and market education deepens, AI is likely to transition from a "story" phase to becoming a core force in shifting the industry from scale expansion to quality enhancement [5] - Companies that can deeply integrate AI capabilities with real healthcare needs and establish sustainable business models are poised to gain a competitive edge in this technological wave [5]