<p>毫无疑问，人工智能（AI）有潜力改变大多数行业的一切。事实上，它已经重塑了多个行业，并承诺在可预见的未来重塑更多行业。这就是为什么许多人工智能股票在一段时间内表现如此出色。</p>
<p>然而，有一些行业似乎仍然基本上未受到人工智能的影响。以医疗保健为例。也许该行业的企业守护者对将如此重要的事情（如人的生命）交给尚未完全保证能够做出正确决策的技术有些犹豫。</p>
<p>现在深入挖掘一下。虽然肯定没有 OpenAI 的 ChatGPT 或 <strong>Nvidia</strong> 的自动驾驶技术那么引人注目（目前正在 <strong>丰田汽车</strong> 和 <strong>Rivian Automotive</strong> 等汽车制造商进行测试），但确实有几家医疗保健公司正在商业化人工智能。只是这一业务方面仍处于早期阶段；用户正在谨慎行事。</p>
<p>这种相对缓慢的采用速度并不是坏事。这意味着感兴趣的投资者仍然可以在起步阶段进入市场。</p>
<p>以下是两只有前景的人工智能驱动的医疗保健股票，值得在它们起飞之前考虑投资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgxNzQvYmlvdGVjaG5vbG9neS1sYWItY29tcHV0ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgxNzQvYmlvdGVjaG5vbG9neS1sYWItY29tcHV0ZXIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Recursion Pharmaceuticals</h2>
<p>开发一种新药并不便宜。估计费用从数亿到超过 10 亿美元不等，而大多数开始临床试验的药物甚至从未接近实际批准；大多数失败发生在第二阶段（共三阶段）临床测试中。这是一种昂贵的浪费，以至于一些极具潜力的药物可能永远无法开发，甚至在临床前试验中也未能测试。</p>
<p>然而，如果有一种方法可以在不实际冒任何真实时间或重大资金风险的情况下预先测试新药的潜力呢？是有的。<strong>Recursion Pharmaceuticals</strong>（RXRX 3.35%）建立了这样的方法。</p>
<p>它被称为 Recursion OS。利用 36PB（3600 万 GB）的生物和化学数据，Recursion OS 可以在实际临床试验成本的一小部分下，虚拟测试某个药物创意在现实世界中的表现。</p>
<p>需要明确的是，这并不是临床试验的替代品。FDA 和其他国家的监管机构仍然要求对任何药物进行实际患者测试。但当成功或失败的几率可以在几小时内以微不足道的成本确定，而不是通过数年的艰难过程以数亿的成本发现时，Recursion Pharmaceuticals 的平台帮助制药公司知道应该集中精力在哪里，以及不应该开发什么。</p>
<p>它的商业模式是双重的。Recursion 正在开发一些自己的药物，包括几种处于早期测试阶段的癌症疗法。它还与 <strong>罗氏</strong> 和 <strong>赛诺菲</strong> 等成熟公司合作，向他们提供 Recursion OS 的付费访问，以期共同开发新药。</p>
<p>目前没有真正的收入可言。今年前六个月，该公司的收入略低于 3400 万美元，而净亏损为 3.74 亿美元。这类结果当然会导致股票的波动性，而这种波动性又因未来的不确定性和不断变化而加剧。请记住，对于年轻的药物开发者来说，出现大规模或持续的亏损并不罕见。</p>
<p>就其而言，分析师社区认为 Recursion Pharmaceuticals 的光明未来并不遥远。预计到 2027 年，收入将增长三倍，同时将亏损减半，朝着盈利的方向发展。</p>
<h2>Tempus AI</h2>
<p>另一个值得关注的人工智能驱动的医疗保健公司是 <strong>Tempus AI</strong>（TEM 4.97%）。</p>
<p>它的技术并没有 Recursion 的那么引人注目；Tempus 的解决方案对护理人员来说更为实用和可及。但这使得它们立即更具市场吸引力……并且更具盈利能力。这家价值 130 亿美元的公司去年实现了 6.93 亿美元的业务，同比增长 30%。尽管仍处于运营亏损状态，但去年的大部分亏损源于基于股票的补偿和雇佣税。如果它继续按预期增长，Tempus AI 可能会在 2027 财年尽快扭亏为盈。</p>
<p>但它到底是什么？它是各种功能的集合，但最好描述为一种全方位的软件，帮助护理人员更好地照顾患者。例如，它可以帮助诊断不易察觉的疾病，建议可能对即将耗尽选择的患者有价值的临床试验，甚至预测特定治疗方案的有效性。然而，使用其平台时，您可能甚至没有意识到自己在使用人工智能。</p>
<p>不过，这不仅仅是为医生和护理人员服务。患者也有一个门户，制药公司如前述的罗氏和赛诺菲也有一个。</p>
<p>然而，所有这些平台的设计目标都是相同的。那就是通过简化大量常常令人不知所措的信息的传递来改善患者的结果。这实际上是人工智能的一个相当聪明和常识的应用。</p>
<p>Tempus AI 也是一只感兴趣的投资者可能不想过久搁置的股票，等待接下来会发生什么。</p>
<p>尽管公司仍处于亏损状态，但这一情况正在迅速改变。越来越多的投资者也意识到了这一点。虽然这并没有帮助股票自去年六月首次公开募股（IPO）以来取得任何重大净进展，但显然，随着叙述变得更加乐观，多头似乎越来越在试探市场。例如，由于新产品的推出，公司最近提高了全年业绩指引。分析师们也在逐渐上调他们的目标价，其中一些似乎在等待股票开始更稳定的上涨表现后再做出更大胆的预测。然而，等待这种动态完全显现的投资者，往往会错失良机。</p>
<p>请注意，像 Recursion 一样，Tempus AI 股票所带来的风险和波动性高于平均水平。</p>

RXRX

<p>这篇文章讨论了人工智能在医疗保健中的潜力，重点介绍了两只有前景的人工智能股票：Recursion Pharmaceuticals 和 Tempus AI。Recursion Pharmaceuticals 利用其 Recursion OS 平台进行药物有效性虚拟测试，旨在降低药物开发的成本和时间。尽管目前处于亏损状态，分析师预测到 2027 年收入将增长，亏损将减少。Tempus AI 为护理人员提供实用的软件解决方案，提升患者护理和诊断能力，并且具有强劲的收入增长轨迹。这两家公司代表了在不断发展的人工智能医疗保健领域的投资机会</p>

<p>It's certainly no secret that artificial intelligence (AI) has the potential to change, well, everything for most industries. It's already reshaped several sectors, in fact, and promises to reshape even more in the foreseeable future. That's why so many AI stocks have performed so well for a while now.</p>
<div class="lb-trans"><p>毫无疑问，人工智能（AI）有潜力改变大多数行业的一切。事实上，它已经重塑了多个行业，并承诺在可预见的未来重塑更多行业。这就是为什么许多人工智能股票在一段时间内表现如此出色。</p>
</div><p>Still, there are some industries that seem to remain mostly untouched by artificial intelligence. Take healthcare as an example. Perhaps the industry's corporate guardians are a bit hesitant to turn over something as important as someone's life to technology that still isn't outright guaranteed to do the right thing.</p>
<div class="lb-trans"><p>然而，有一些行业似乎仍然基本上未受到人工智能的影响。以医疗保健为例。也许该行业的企业守护者对将如此重要的事情（如人的生命）交给尚未完全保证能够做出正确决策的技术有些犹豫。</p>
</div><p>Now dig deeper. While certainly not as high-profile as OpenAI's ChatGPT or <strong>Nvidia</strong>'s autonomous vehicle tech currently being test-driven by carmakers like <strong>Toyota Motor</strong> and <strong>Rivian Automotive</strong>, several healthcare companies are indeed commercializing AI. It's just still early days for this aspect of the business; users are taking things slowly.</p>
<div class="lb-trans"><p>现在深入挖掘一下。虽然肯定没有 OpenAI 的 ChatGPT 或 <strong>Nvidia</strong> 的自动驾驶技术那么引人注目（目前正在 <strong>丰田汽车</strong> 和 <strong>Rivian Automotive</strong> 等汽车制造商进行测试），但确实有几家医疗保健公司正在商业化人工智能。只是这一业务方面仍处于早期阶段；用户正在谨慎行事。</p>
</div><p>This fairly slow pace of adoption isn't a bad thing, though. It means interested investors can still get in near the ground floor.</p>
<div class="lb-trans"><p>这种相对缓慢的采用速度并不是坏事。这意味着感兴趣的投资者仍然可以在起步阶段进入市场。</p>
</div><p>Here are two promising AI-powered healthcare stocks to consider stepping into before they take off.</p>
<div class="lb-trans"><p>以下是两只有前景的人工智能驱动的医疗保健股票，值得在它们起飞之前考虑投资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjgxNzQvYmlvdGVjaG5vbG9neS1sYWItY29tcHV0ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828174%2Fbiotechnology-lab-computer.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Recursion Pharmaceuticals</h2>
<div class="lb-trans"><h2>Recursion Pharmaceuticals</h2>
</div><p>Developing a new drug isn't cheap. Estimates range from hundreds of millions of dollars to over $1 billion apiece, with most of the ones that begin clinical trials never even getting close to an actual approval; most failures are seen in phase 2 (of 3) clinical testing. It's such an expensive waste that some fantastic prospective drugs may forever remain undeveloped, or even tested in pre-clinical trials.</p>
<div class="lb-trans"><p>开发一种新药并不便宜。估计费用从数亿到超过 10 亿美元不等，而大多数开始临床试验的药物甚至从未接近实际批准；大多数失败发生在第二阶段（共三阶段）临床测试中。这是一种昂贵的浪费，以至于一些极具潜力的药物可能永远无法开发，甚至在临床前试验中也未能测试。</p>
</div><p>What if, however, there were a way to pre-test the potential of a new drug without actually risking any real time or significant funding in doing so? There is. <strong>Recursion Pharmaceuticals</strong>(RXRX 3.35%) built it.</p>
<div class="lb-trans"><p>然而，如果有一种方法可以在不实际冒任何真实时间或重大资金风险的情况下预先测试新药的潜力呢？是有的。<strong>Recursion Pharmaceuticals</strong>（RXRX 3.35%）建立了这样的方法。</p>
</div><p>It's called Recursion OS. Using 36 petabytes (36 million gigabytes) of biological and chemical data, Recursion OS can virtually test how a particular drug idea might perform in a real-world setting at a fraction of the cost of an actual clinical trial.</p>
<div class="lb-trans"><p>它被称为 Recursion OS。利用 36PB（3600 万 GB）的生物和化学数据，Recursion OS 可以在实际临床试验成本的一小部分下，虚拟测试某个药物创意在现实世界中的表现。</p>
</div><p>It's not a replacement for a clinical trial, to be clear. The FDA and other nations' regulatory agencies will still require actual patient testing for any drug. But when the odds of success or failure can be determined in a matter of hours for a pittance rather than found out the hard way -- over the course of years at a cost of hundreds of millions of dollars -- Recursion Pharmaceuticals' platform helps pharmaceutical companies know where to focus, and what to not bother developing.</p>
<div class="lb-trans"><p>需要明确的是，这并不是临床试验的替代品。FDA 和其他国家的监管机构仍然要求对任何药物进行实际患者测试。但当成功或失败的几率可以在几小时内以微不足道的成本确定，而不是通过数年的艰难过程以数亿的成本发现时，Recursion Pharmaceuticals 的平台帮助制药公司知道应该集中精力在哪里，以及不应该开发什么。</p>
</div><p>Its business model is twofold. Recursion is working on some drugs of its own, including a handful of cancer therapies in early-stage testing. It's also working with established outfits like <strong>Roche</strong> and <strong>Sanofi</strong>, granting them paid access to Recursion OS in hopes of the co-development of a new drug.</p>
<div class="lb-trans"><p>它的商业模式是双重的。Recursion 正在开发一些自己的药物，包括几种处于早期测试阶段的癌症疗法。它还与 <strong>罗氏</strong> 和 <strong>赛诺菲</strong> 等成熟公司合作，向他们提供 Recursion OS 的付费访问，以期共同开发新药。</p>
</div><p>There's no real revenue to speak of yet. The company's top line through the first six months of this year is just under $34 million, versus a net loss of $374 million. These sorts of results, of course, fuel plenty of volatility for the stock, which is further fueled by an unclear and ever-changing future. Just bear in mind there's nothing unusual about sizable or persistent losses for young drug developers.</p>
<div class="lb-trans"><p>目前没有真正的收入可言。今年前六个月，该公司的收入略低于 3400 万美元，而净亏损为 3.74 亿美元。这类结果当然会导致股票的波动性，而这种波动性又因未来的不确定性和不断变化而加剧。请记住，对于年轻的药物开发者来说，出现大规模或持续的亏损并不罕见。</p>
</div><p>And for what it's worth, the analyst community thinks Recursion Pharmaceuticals' bright future isn't too far down the road. It expects revenue to triple between now and 2027, halving its losses in the process en route to profitability.</p>
<div class="lb-trans"><p>就其而言，分析师社区认为 Recursion Pharmaceuticals 的光明未来并不遥远。预计到 2027 年，收入将增长三倍，同时将亏损减半，朝着盈利的方向发展。</p>
</div><h2>Tempus AI</h2>
<div class="lb-trans"><h2>Tempus AI</h2>
</div><p>The other AI-powered healthcare company worth a closer look is <strong>Tempus AI</strong>(TEM 4.97%).</p>
<div class="lb-trans"><p>另一个值得关注的人工智能驱动的医疗保健公司是 <strong>Tempus AI</strong>（TEM 4.97%）。</p>
</div><p>Its tech isn't nearly as eye-popping as Recursion's; Tempus' solutions are far more practical and accessible to caregivers. But this makes them immediately more marketable ... <em>and</em> profitable. The $13 billion company did $693 million worth of business last year, up 30% year over year. While still operationally in the red, most of last year's losses stem from stock-based compensation and employment taxes. If it continues to grow as expected, Tempus AI could outgrow these losses and move into the black as soon as fiscal 2027.</p>
<div class="lb-trans"><p>它的技术并没有 Recursion 的那么引人注目；Tempus 的解决方案对护理人员来说更为实用和可及。但这使得它们立即更具市场吸引力……并且更具盈利能力。这家价值 130 亿美元的公司去年实现了 6.93 亿美元的业务，同比增长 30%。尽管仍处于运营亏损状态，但去年的大部分亏损源于基于股票的补偿和雇佣税。如果它继续按预期增长，Tempus AI 可能会在 2027 财年尽快扭亏为盈。</p>
</div><p>But what is it? It's a little of everything, but it's best described as all-encompassing software that helps caregivers take better care of patients. For instance, it can help diagnose diseases that aren't readily evident, suggest clinical trials that may be of value to a patient who's running out of options, or even predict the efficacy of a particular course of treatment. It's possible to use its platform, however, without even realizing you're utilizing AI.</p>
<div class="lb-trans"><p>但它到底是什么？它是各种功能的集合，但最好描述为一种全方位的软件，帮助护理人员更好地照顾患者。例如，它可以帮助诊断不易察觉的疾病，建议可能对即将耗尽选择的患者有价值的临床试验，甚至预测特定治疗方案的有效性。然而，使用其平台时，您可能甚至没有意识到自己在使用人工智能。</p>
</div><p>It's not just for doctors and caregivers, though. Patients also have a portal, as do pharmaceutical companies like the aforementioned Roche and Sanofi.</p>
<div class="lb-trans"><p>不过，这不仅仅是为医生和护理人员服务。患者也有一个门户，制药公司如前述的罗氏和赛诺菲也有一个。</p>
</div><p>All of these platforms are designed with the same goal in mind, however. That's improving patient outcomes by streamlining the delivery of a lot of often overwhelming information. This is actually a pretty savvy and common-sense use of artificial intelligence.</p>
<div class="lb-trans"><p>然而，所有这些平台的设计目标都是相同的。那就是通过简化大量常常令人不知所措的信息的传递来改善患者的结果。这实际上是人工智能的一个相当聪明和常识的应用。</p>
</div><p>Tempus AI is also a stock that interested investors may not want to put on the back burner for too long, waiting to see what happens next.</p>
<div class="lb-trans"><p>Tempus AI 也是一只感兴趣的投资者可能不想过久搁置的股票，等待接下来会发生什么。</p>
</div><p>Although the company's still unprofitable, that's changing quickly. More and more investors know it, too. While this hasn't helped shares make any major net progress since last June's initial public offering (IPO), it certainly seems like the bulls are increasingly testing the waters as the narrative takes on a more bullish tone. The company recently raised its full-year guidance, for example, due to new product launches. Analysts are also gradually raising their price targets, with some of them seemingly waiting for the stock to begin a more consistent bullish performance before making bolder calls. Investors who wait for that dynamic to fully materialize, however, often end up missing out.</p>
<div class="lb-trans"><p>尽管公司仍处于亏损状态，但这一情况正在迅速改变。越来越多的投资者也意识到了这一点。虽然这并没有帮助股票自去年六月首次公开募股（IPO）以来取得任何重大净进展，但显然，随着叙述变得更加乐观，多头似乎越来越在试探市场。例如，由于新产品的推出，公司最近提高了全年业绩指引。分析师们也在逐渐上调他们的目标价，其中一些似乎在等待股票开始更稳定的上涨表现后再做出更大胆的预测。然而，等待这种动态完全显现的投资者，往往会错失良机。</p>
</div><p>Just be aware that -- like Recursion -- the risk and volatility Tempus AI stock brings to the table is above average.</p>
<div class="lb-trans"><p>请注意，像 Recursion 一样，Tempus AI 股票所带来的风险和波动性高于平均水平。</p>
</div>

下一个重大事件：两只即将爆发的 AI 驱动医疗股票