智通财经APP获悉，摩根大通发布研究报告称，AI在中国医疗健康领域正吸引大量投资者关注，相信拥有大规模训练数据或收入的受益股可能受到市场注视。不过，该行指出AI应用在医疗保健领域并非全新投资主题，过去在多个医疗健康子行业已有重要进展，包括药物发现、辅助诊断、医学影像分析、手术规划和医院管理等。
摩根大通指出，线上医疗公司如阿里健康(00241)等已累积大量数据，可用于AI训练。另一方面，医疗保健软件公司和医疗设备公司可能因采用AI或AI嵌入式装置及设备而直接提升收入。
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