The "Congress Hill stock god" and Goldman Sachs are focusing on "AI + Medical".
According to Zhito Finance APP, Goldman Sachs, the financial giant on Wall Street, has re-evaluated its overall framework for assessing the Industry after attending the 2025 International Consumer Electronics Show (CES) Digital Health Special in Las Vegas, Nevada, and meeting with companies and experts leading the digital health revolution. Goldman Sachs pointed out that 'AI + Medical' will become the core investment theme attracting Global capital in this Industry.
In the latest Research Reports released by Goldman Sachs, the institution emphasized its 'Buy' rating for cutting-edge pharmaceutical health companies in the 'AI + Medical' field, namely Abbott Laboratories (ABT.US) and Teladoc Health (TDOC.US), and believes there is significant potential for stock price appreciation, while also seeing a Call on another 'AI + Medical' leader, iRhythm Technologies (IRTC.US).
As the chief of NVIDIA, Huang Renxun, known as the 'Godfather of AI,' has repeatedly referred to 'AI + Medical Science/Biology' as the 'next amazing revolution' in the Global technology field at various public events. He even stated at a conference that the era where everyone must learn computer science is over; Biology and Medicine are the future of humanity.
According to Zhito Finance APP, the deep integration of generative AI with the Medical/Pharmaceutical field has greatly promoted positive research and development progress in several subfields, particularly in drug discovery, Gene Editing, disease diagnosis, patient monitoring, and medical image analysis. It is expected that by 2025, there will be a surge of commercially promising breakthrough research results related to 'AI + Medical.'
The 2024 Nobel Prize in Chemistry winner, Demis Hassabis, even boldly stated that it is very likely that some pharmaceuticals designed by AI will enter clinical trials by the end of this year. Hassabis explained that his team at Isomorphic Labs focuses on shortening the drug development process from ten years or more to 'a few weeks or months.'
China Securities Co., Ltd.'s Research Reports indicate that the Medical Device industry has significant advantages for going Global, with China's innovation and cost-performance advantages set to create Global leaders. Recently, multiple innovative Medical Devices have been approved one after another, and commercial insurance is expected to open new space for innovative products. The rapid development of AI Medical in China, along with ongoing progress in Brain-computer Interface technology both domestically and internationally, is likely to continue catalyzing development.
AI-related Hong Kong stocks in the Medical field:
Yidu Technology (02158): The Doubao large model has been comprehensively upgraded, sparking a wave of market attention. As a leading company in the AI medical field, Yidu Technology has long established deep collaborations with Volcano Engine and Doubao within the Byte environment, combining strengths in technology and ecology to drive business innovations and breakthroughs.
iFlytek Medical Technology (02506): As a provider focused on AI-enabled medical solutions, iFlytek Medical has become a leader in China’s medical AI industry due to its deep layout and innovative capability in the healthcare sector. The company is the only one involved in formulating the technical evaluation system and standards for medical large models. Its iFlytek Spark medical large model is the only medical large model trained on domestically sourced computing power and developed on a controllable platform. This model is aimed at over 300 types of medical scenario applications and has surpassed GPT-4 Turbo in six NLP task dimensions related to medicine, including expert-level medical knowledge graph Q&A, clinical language comprehension, medical document generation, disease diagnosis and treatment recommendations, multi-turn medical dialogue generation, and multimodal interaction in medical scenarios, according to tests conducted by CTTL (part of CAICT). Currently, the iFlytek Xiaoyi APP can assist in diagnosing more than 1600 high-frequency common diseases, covering over 2000 common symptoms, identifying more than 4000 common drugs, and understanding over 6000 common examination and inspection items.
Jingtai Holdings-P (02228): Jingtai Holdings is a holding company mainly engaged in providing drug and material science research and development solutions and services for the pharmaceutical and materials science industries. The company deeply integrates first-principles calculations of quantum physics, AI, high-performance Cloud Computing, and scalable, standardized robotic automation technology to provide Professional Services for pharmaceutical and materials science companies both globally and domestically. In its mid-term report for 2024, Jingtai Holdings reported revenue of 60.85 million yuan in drug discovery solutions for the first half of 2024, representing a year-on-year growth of 68.6%; in smart automation solutions, Jingtai Holdings achieved revenue of 41.78 million yuan, a year-on-year decrease of 4.8%.
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