The most underestimated area for AI applications? Pelosi, Cathie Wood bet big, with giants like NVIDIA increasing their investments, 'AI + Medical' may become the next main theme in the next stage.
“木头姐”和“国会山股神”真金白银押注，英伟达等科技巨头争相布局，以及获高盛强烈看好的“AI+医疗”有望成为后续AI投资的又一个阶段主线。
根据美国众议院网站披露，佩洛西在1月14日购买了Tempus AI的50份看涨期权。自披露日起，Tempus AI股价一路飙升，期间累涨近97%。
According to the data, Tempus AI is a company that is driving medical transformation using AI. In other words, the core goal of the company is to help doctors diagnose diseases more accurately, especially in the field of cancer.
In fact, in recent years, the AI craze has quickly spread to the medical field, showing huge growth potential and development opportunities. The combination of "AI + Medical" has gained close attention from Wall Street, with NVIDIA and many other tech giants actively expanding into the AI healthcare field and increasing related investments. Recently, famous investor Cathie Wood also stated that Medical Care is the most underestimated AI application. Goldman Sachs has reassessed the overall framework for evaluating this industry and pointed out that "AI + Medical" will become the most core investment theme in this industry to attract global funds.
Cathie Wood: Medical Care is the most underestimated AI application.
Cathie Wood, a famous investor on Wall Street, recently expressed a strong bullish sentiment towards AI healthcare.
Focusing on disruptive innovation, Cathie Wood mentionedMedical Care is the most underestimated AI application,This field is filled with a large amount of data, which can continue to benefit from advances in artificial intelligence. She stated that in the short term, "AI + Medical" will be like$Tesla (TSLA.US)$Just like the emerging concept of self-driving Robo-taxis, which are attracting people's attention, they have become another major investment focus.
According to reports, Muchou focuses on the medical care sector, largely driven by the flagship fund under Muchou's ownership. $ARK Innovation ETF (ARKK.US)$ and bio-tech companies held by the fund. $Recursion Pharmaceuticals (RXRX.US)$ This ETF has placed a huge bet on Recursion, investing in 19 million shares worth about 0.14 billion dollars, showing high expectations for the potential of this bio-tech company.
Recursion Pharmaceuticals is a technology-driven biopharmaceutical company that uses AI and machine learning to identify new treatment targets for unmet clinical needs, accelerating drug discovery and reducing drug development costs. In July 2023, NVIDIA established a partnership with Recursion Pharmaceuticals to accelerate the development of breakthrough foundational AI models in drug discovery and invested 50 million dollars in Recursion. In addition, Recursion has established strong partnerships with multiple large tech pharmaceutical companies like Bayer, Sanofi, and Merck & Co.
The data shows, $ARK Innovation ETF (ARKK.US)$ still holding$CRISPR Therapeutics (CRSP.US)$、 $Tempus AI (TEM.US)$ 、$Twist Bioscience (TWST.US)$and$Beam Therapeutics (BEAM.US)$Looking at healthcare stocks, these companies are all using AI in their unique ways to innovate medical care processes and treatment methods.
Tech giants like NVIDIA are placing their bets on the AI medical field.
As $NVIDIA (NVDA.US)$ The helm of this, Huang Renxun, has repeatedly referred to the combination of "AI + medical science/biology" as the next amazing revolution in the global technology field.He even declared at a conference that everyone must learn to move beyond the computer age, as biology and medicine are the future of humanity.Huang Renxun has stated that the era where everyone needs to learn computers is over, and biology and medicine are the future, calling the combination of "AI + medical science/biology" the next amazing revolution in the global technology field.
At last year's NVIDIA GTC conference, there were as many as 90 events related to medical care/life sciences - the highest number among all industries, surpassing autos, cloud computing services, semiconductors, and other popular fields.NVIDIA continues to expand its AI medical footprint with practical actions, in addition to investing $Recursion Pharmaceuticals (RXRX.US)$NVIDIA also holds shares in Israeli medical imaging company - $Nano X Imaging (NNOX.US)$ 's.
Nano-X Imaging is an Israeli Innovative Medical Imaging Technology R&D provider, known as the "Tesla of the X-ray arena", and has created the world's first commercial-grade multi-source digital imaging system Nanox.ARC for real medical imaging applications, providing remote radiology services and developing AI applications for real-world medical imaging applications.
As stated by Huang Renxun, generative AI is sparking a revolutionary wave in the field of drug development.$Microsoft (MSFT.US)$、 $Alphabet-C (GOOG.US)$、 $TENCENT (00700.HK)$、 $Alibaba (BABA.US)$Both domestic and international technology giants are also considering biotechnology as the next frontier of AI.。
At the HIMSS24 conference held in March last year, Microsoft announced a new plan: to collaborate with 16 well-known US medical systems to jointly launch a program called "TRAIN" to improve the quality and credibility of new AI capabilities in the healthcare field.
Google has launched a variety of generative AI products for medical scenarios, including generative AI electronic health record (EHR) documents, medical contract management, radiology AI image enhancement, gene therapy, and inpatient monitoring.
At the end of last year, Tencent jointly released the world's first large-scale critical care medical model - the "Qi Yuan Critical Care Model". This model can integrate and predict patient conditions in 5 seconds, provide suggestions, generate medical records in 1 minute, and provide critical care knowledge query results with an accuracy of up to 95%.
Alibaba has teamed up with more than 10 top global medical institutions to launch the DAMOPANDA AI model, which can achieve large-scale early screening for pancreatic cancer using the "Plain CT + AI" method.
Goldman Sachs: "AI + Medical" will become the most core investment theme attracting global funds in the medical industry.
Goldman Sachs participated in the 2025 International Consumer Electronics Show (CES) Digital Medical Health Special Session held in Las Vegas, Nevada, and after meeting with leading companies and experts driving the digital medical health revolution, Goldman Sachs reexamined the overall framework for evaluating the industry and pointed out."AI+ Medical" will become the most core investment theme attracting global capital in the industry.。
In its latest research report, Goldman Sachs emphasized the institution's "Buy" rating on the most cutting-edge pharmaceutical and health companies in the "AI+ Medical" field.$Abbott Laboratories (ABT.US)$With$Teladoc Health (TDOC.US)$And believes that the potential price increase space is huge, while also being bullish on another leader in the "AI+ Medical" field.$iRhythm Technologies (IRTC.US)$。Goldman Sachs believes these companies are in the best position to leverage the growth trends in digital health and consumer health sectors, as well as integrate generative AI into core business areas.
Goldman Sachs expects that, driven by generative AI, consumers will increase their interaction frequency with their personal health conditions through digital health technology, becoming the most direct driver for the popularization of digital health.In the future, Goldman Sachs expects that more digital health initiatives focusing on "AI + Medical" will lead the transformation from passive healthcare to proactive healthcare. However, before this, it is necessary to make corresponding adjustments to the incentive mechanisms of the medical system, providers, and patients.
"AI + Medical" is expected to become a new trend. Want to enter but finding the right timing difficult? The 'Monthly Payment Zone' feature can help you, allowing you to invest in the market regularly and grasp investment opportunities! Market > US Stocks > Click on 'Monthly Payment Stocks' > 'Create Monthly Payment' >Set up a monthly installment plan
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
Comments
to post a comment
20
28