Guojin Securities: AI medical has entered a period of accelerated commercialization.

Guojin Securities research report indicates that although the underlying demand for AI-assisted diagnosis is vast and clear, pure technological empowerment stories are increasingly difficult to sustain a company's long-term development. Future investment value will be concentrated on companies that are able to deeply integrate cutting-edge technology with specific clinical scenarios, and can clearly quantify the value of their products. AI in healthcare has entered a phase of accelerated commercialization, and companies that have both technological barriers, operational application capabilities, and clear paths to commercialization are expected to achieve rapid scale expansion and improve profitability after crossing the critical point of technology and market maturity.