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AI医疗概念股持续爆发!佩洛西爱股Tempus AI年内已涨超148%,这一领域还有哪些机会值得关注?

AI Medical Concept stocks continue to surge! Tempus AI, a favorite of Pelosi, has risen over 148% this year. What other opportunities in this field are worth paying attention to?

Futu News ·  Feb 14 18:38

This year, driven by endorsements from "Congressional Stock God" Pelosi and Cathie Wood, along with the multiple bullish catalysts from DeepSeek facilitating the landing of AI applications, AI + Medical has become a major highlight.

In terms of year-to-date growth, the AI + Precision Medical companies endorsed by Pelosi $Tempus AI (TEM.US)$ and the AI + Telemedicine companies $Hims & Hers Health (HIMS.US)$ have cumulatively risen over 140% this year; the AI drug development company invested by AMD $Absci Corp (ABSI.US)$ has cumulatively risen over 90%.

In addition,$Guardant Health (GH.US)$ Accumulated increase of over 53%, $Butterfly Network (BFLY.US)$$Teladoc Health (TDOC.US)$ Increase of over 48%.

It is worth noting that the overnight AI medical concept stocks surged again, $Hims & Hers Health (HIMS.US)$ Soared nearly 28%, $Vicarious Surgical (RBOT.US)$ Increased by over 20%. The AI + Precision Medicine company endorsed by Pelosi $Tempus AI (TEM.US)$ Increased by over 13%. Since Pelosi disclosed the documents, Tempus AI's stock price has risen by more than 138%.

In addition, USA Medical companies $Firefly Neuroscience (AIFF.US)$ Previously announced plans to join $NVIDIA (NVDA.US)$the Connect program, AI empowering the diagnosis and treatment of brain diseases. Since the announcement, it has increased nearly fourfold.

It is worth noting that today's Hong Kong stock market internet medical Concept stocks also rose strongly, $ALI HEALTH (00241.HK)$ Increased by over 29%, $PA GOODDOCTOR (01833.HK)$ Increased by nearly 18%, $JD HEALTH (06618.HK)$ Increased by over 7%. DeepSeek concept stocks $YIDU TECH (02158.HK)$ Increased by over 20%, AI pharmaceutical stocks $XTALPI-P (02228.HK)$ Increased by over 9%.

What other investment opportunities are worth noting.

Looking ahead, the AI Medical Industry will continue to maintain a rapid development trend. Technological innovation and application expansion will become the main driving forces for future development. According to industry experts' predictions, by 2025, AI will have a transformative impact on Medical in the following three areas: intelligent agents, surgical robots, and generative AI tools.

Futu News previously"AI + Medical" has received strong support from Pelosi and Cathie Wood. Besides Tempus AI, what other investment opportunities exist in this field?This article outlines the "AI + Medical" concept stocks in the US stock market for mooers' reference, for those interested.

What is the outlook for the market?

Looking ahead, the AI Medical Industry will continue to maintain a rapid development trend. Technological innovation and application expansion will become the main driving forces for future development. According to industry experts' predictions, by 2025, AI will have a transformative impact on Medical in the following three areas: intelligent agents, surgical robots, and generative AI tools.

The World Economic Forum released a report titled "The Future of Health Driven by AI: Leading the Trend," which asserts that AI is a major transformative force in Medical Care, projected to grow at a rate of 43% from 2024 to 2032, at which time the AI Medical market size is expected to reach 491 billion dollars.

JP Morgan stated at the Healthcare conference that the role of AI in drug development is becoming increasingly important, with a clear consensus and direction. The FDA released a draft guidance earlier this year, indicating the significance of AI in future drug development and how and when to effectively utilize it.

Soochow believes that Deep Seek provides the possibility for more small and medium-sized enterprises to deploy AI, as the high costs associated with cooperation with major firms can be mitigated under the open-source framework provided by Deep Seek; many small and medium-sized companies (assuming their IT departments are not too poor) can accomplish localized deployment, allowing medical companies with limited funding to access AI, especially those involved in chronic disease management, Healthcare Informatization, and companies rich in medical data, which enjoy a first-mover advantage in the open-source environment.

CITIC SEC believes in exploring AI + Medical benefiting symbols around two mainlines. From the perspective of technological barriers, it focuses on discovering enterprises with modeling capabilities and scarce data competitive barriers. From the commercialization perspective, it seeks to identify enterprises with a solid foundation in B-end customers that have mature products in fields and scenarios such as electronic health records, clinical decision-making, and voice recognition.

Want to learn more about AI Medical Concept Stocks? Make good use of the "Investment Themes" feature, open Futubull > US Stocks > Investment Themes >AI Medical Concept Stocks, and capture investment opportunities!

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