<p>毫無疑問，人工智能（AI）有潛力改變大多數行業的一切。事實上，它已經重塑了多個行業，並承諾在可預見的未來重塑更多行業。這就是為什麼許多人工智能股票在一段時間內表現如此出色。</p>
<p>然而，有一些行業似乎仍然基本上未受到人工智能的影響。以醫療保健為例。也許該行業的企業守護者對將如此重要的事情（如人的生命）交給尚未完全保證能夠做出正確決策的技術有些猶豫。</p>
<p>現在深入挖掘一下。雖然肯定沒有 OpenAI 的 ChatGPT 或 <strong>Nvidia</strong> 的自動駕駛技術那麼引人注目（目前正在 <strong>豐田汽車</strong> 和 <strong>Rivian Automotive</strong> 等汽車製造商進行測試），但確實有幾家醫療保健公司正在商業化人工智能。只是這一業務方面仍處於早期階段；用户正在謹慎行事。</p>
<p>這種相對緩慢的採用速度並不是壞事。這意味着感興趣的投資者仍然可以在起步階段進入市場。</p>
<p>以下是兩隻有前景的人工智能驅動的醫療保健股票，值得在它們起飛之前考慮投資。</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>圖片來源：Getty Images。</p>
<h2>Recursion Pharmaceuticals</h2>
<p>開發一種新藥並不便宜。估計費用從數億到超過 10 億美元不等，而大多數開始臨牀試驗的藥物甚至從未接近實際批准；大多數失敗發生在第二階段（共三階段）臨牀測試中。這是一種昂貴的浪費，以至於一些極具潛力的藥物可能永遠無法開發，甚至在臨牀前試驗中也未能測試。</p>
<p>然而，如果有一種方法可以在不實際冒任何真實時間或重大資金風險的情況下預先測試新藥的潛力呢？是有的。<strong>Recursion Pharmaceuticals</strong>（RXRX 3.35%）建立了這樣的方法。</p>
<p>它被稱為 Recursion OS。利用 36PB（3600 萬 GB）的生物和化學數據，Recursion OS 可以在實際臨牀試驗成本的一小部分下，虛擬測試某個藥物創意在現實世界中的表現。</p>
<p>需要明確的是，這並不是臨牀試驗的替代品。FDA 和其他國家的監管機構仍然要求對任何藥物進行實際患者測試。但當成功或失敗的幾率可以在幾小時內以微不足道的成本確定，而不是通過數年的艱難過程以數億的成本發現時，Recursion Pharmaceuticals 的平台幫助製藥公司知道應該集中精力在哪裏，以及不應該開發什麼。</p>
<p>它的商業模式是雙重的。Recursion 正在開發一些自己的藥物，包括幾種處於早期測試階段的癌症療法。它還與 <strong>羅氏</strong> 和 <strong>賽諾菲</strong> 等成熟公司合作，向他們提供 Recursion OS 的付費訪問，以期共同開發新藥。</p>
<p>目前沒有真正的收入可言。今年前六個月，該公司的收入略低於 3400 萬美元，而淨虧損為 3.74 億美元。這類結果當然會導致股票的波動性，而這種波動性又因未來的不確定性和不斷變化而加劇。請記住，對於年輕的藥物開發者來説，出現大規模或持續的虧損並不罕見。</p>
<p>就其而言，分析師社區認為 Recursion Pharmaceuticals 的光明未來並不遙遠。預計到 2027 年，收入將增長三倍，同時將虧損減半，朝着盈利的方向發展。</p>
<h2>Tempus AI</h2>
<p>另一個值得關注的人工智能驅動的醫療保健公司是 <strong>Tempus AI</strong>（TEM 4.97%）。</p>
<p>它的技術並沒有 Recursion 的那麼引人注目；Tempus 的解決方案對護理人員來説更為實用和可及。但這使得它們立即更具市場吸引力……並且更具盈利能力。這家價值 130 億美元的公司去年實現了 6.93 億美元的業務，同比增長 30%。儘管仍處於運營虧損狀態，但去年的大部分虧損源於基於股票的補償和僱傭税。如果它繼續按預期增長，Tempus AI 可能會在 2027 財年儘快扭虧為盈。</p>
<p>但它到底是什麼？它是各種功能的集合，但最好描述為一種全方位的軟件，幫助護理人員更好地照顧患者。例如，它可以幫助診斷不易察覺的疾病，建議可能對即將耗盡選擇的患者有價值的臨牀試驗，甚至預測特定治療方案的有效性。然而，使用其平台時，您可能甚至沒有意識到自己在使用人工智能。</p>
<p>不過，這不僅僅是為醫生和護理人員服務。患者也有一個門户，製藥公司如前述的羅氏和賽諾菲也有一個。</p>
<p>然而，所有這些平台的設計目標都是相同的。那就是通過簡化大量常常令人不知所措的信息的傳遞來改善患者的結果。這實際上是人工智能的一個相當聰明和常識的應用。</p>
<p>Tempus AI 也是一隻感興趣的投資者可能不想過久擱置的股票，等待接下來會發生什麼。</p>
<p>儘管公司仍處於虧損狀態，但這一情況正在迅速改變。越來越多的投資者也意識到了這一點。雖然這並沒有幫助股票自去年六月首次公開募股（IPO）以來取得任何重大淨進展，但顯然，隨着敍述變得更加樂觀，多頭似乎越來越在試探市場。例如，由於新產品的推出，公司最近提高了全年業績指引。分析師們也在逐漸上調他們的目標價，其中一些似乎在等待股票開始更穩定的上漲表現後再做出更大膽的預測。然而，等待這種動態完全顯現的投資者，往往會錯失良機。</p>
<p>請注意，像 Recursion 一樣，Tempus AI 股票所帶來的風險和波動性高於平均水平。</p>

RXRX

<p>這篇文章討論了人工智能在醫療保健中的潛力，重點介紹了兩隻有前景的人工智能股票：Recursion Pharmaceuticals 和 Tempus AI。Recursion Pharmaceuticals 利用其 Recursion OS 平台進行藥物有效性虛擬測試，旨在降低藥物開發的成本和時間。儘管目前處於虧損狀態，分析師預測到 2027 年收入將增長，虧損將減少。Tempus AI 為護理人員提供實用的軟件解決方案，提升患者護理和診斷能力，並且具有強勁的收入增長軌跡。這兩家公司代表了在不斷發展的人工智能醫療保健領域的投資機會</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>毫無疑問，人工智能（AI）有潛力改變大多數行業的一切。事實上，它已經重塑了多個行業，並承諾在可預見的未來重塑更多行業。這就是為什麼許多人工智能股票在一段時間內表現如此出色。</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，有一些行業似乎仍然基本上未受到人工智能的影響。以醫療保健為例。也許該行業的企業守護者對將如此重要的事情（如人的生命）交給尚未完全保證能夠做出正確決策的技術有些猶豫。</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>現在深入挖掘一下。雖然肯定沒有 OpenAI 的 ChatGPT 或 <strong>Nvidia</strong> 的自動駕駛技術那麼引人注目（目前正在 <strong>豐田汽車</strong> 和 <strong>Rivian Automotive</strong> 等汽車製造商進行測試），但確實有幾家醫療保健公司正在商業化人工智能。只是這一業務方面仍處於早期階段；用户正在謹慎行事。</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>這種相對緩慢的採用速度並不是壞事。這意味着感興趣的投資者仍然可以在起步階段進入市場。</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>以下是兩隻有前景的人工智能驅動的醫療保健股票，值得在它們起飛之前考慮投資。</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>圖片來源：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>開發一種新藥並不便宜。估計費用從數億到超過 10 億美元不等，而大多數開始臨牀試驗的藥物甚至從未接近實際批准；大多數失敗發生在第二階段（共三階段）臨牀測試中。這是一種昂貴的浪費，以至於一些極具潛力的藥物可能永遠無法開發，甚至在臨牀前試驗中也未能測試。</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，如果有一種方法可以在不實際冒任何真實時間或重大資金風險的情況下預先測試新藥的潛力呢？是有的。<strong>Recursion Pharmaceuticals</strong>（RXRX 3.35%）建立了這樣的方法。</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>它被稱為 Recursion OS。利用 36PB（3600 萬 GB）的生物和化學數據，Recursion OS 可以在實際臨牀試驗成本的一小部分下，虛擬測試某個藥物創意在現實世界中的表現。</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>需要明確的是，這並不是臨牀試驗的替代品。FDA 和其他國家的監管機構仍然要求對任何藥物進行實際患者測試。但當成功或失敗的幾率可以在幾小時內以微不足道的成本確定，而不是通過數年的艱難過程以數億的成本發現時，Recursion Pharmaceuticals 的平台幫助製藥公司知道應該集中精力在哪裏，以及不應該開發什麼。</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>它的商業模式是雙重的。Recursion 正在開發一些自己的藥物，包括幾種處於早期測試階段的癌症療法。它還與 <strong>羅氏</strong> 和 <strong>賽諾菲</strong> 等成熟公司合作，向他們提供 Recursion OS 的付費訪問，以期共同開發新藥。</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>目前沒有真正的收入可言。今年前六個月，該公司的收入略低於 3400 萬美元，而淨虧損為 3.74 億美元。這類結果當然會導致股票的波動性，而這種波動性又因未來的不確定性和不斷變化而加劇。請記住，對於年輕的藥物開發者來説，出現大規模或持續的虧損並不罕見。</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，分析師社區認為 Recursion Pharmaceuticals 的光明未來並不遙遠。預計到 2027 年，收入將增長三倍，同時將虧損減半，朝着盈利的方向發展。</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>另一個值得關注的人工智能驅動的醫療保健公司是 <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>它的技術並沒有 Recursion 的那麼引人注目；Tempus 的解決方案對護理人員來説更為實用和可及。但這使得它們立即更具市場吸引力……並且更具盈利能力。這家價值 130 億美元的公司去年實現了 6.93 億美元的業務，同比增長 30%。儘管仍處於運營虧損狀態，但去年的大部分虧損源於基於股票的補償和僱傭税。如果它繼續按預期增長，Tempus AI 可能會在 2027 財年儘快扭虧為盈。</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>但它到底是什麼？它是各種功能的集合，但最好描述為一種全方位的軟件，幫助護理人員更好地照顧患者。例如，它可以幫助診斷不易察覺的疾病，建議可能對即將耗盡選擇的患者有價值的臨牀試驗，甚至預測特定治療方案的有效性。然而，使用其平台時，您可能甚至沒有意識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>不過，這不僅僅是為醫生和護理人員服務。患者也有一個門户，製藥公司如前述的羅氏和賽諾菲也有一個。</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，所有這些平台的設計目標都是相同的。那就是通過簡化大量常常令人不知所措的信息的傳遞來改善患者的結果。這實際上是人工智能的一個相當聰明和常識的應用。</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 也是一隻感興趣的投資者可能不想過久擱置的股票，等待接下來會發生什麼。</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>儘管公司仍處於虧損狀態，但這一情況正在迅速改變。越來越多的投資者也意識到了這一點。雖然這並沒有幫助股票自去年六月首次公開募股（IPO）以來取得任何重大淨進展，但顯然，隨着敍述變得更加樂觀，多頭似乎越來越在試探市場。例如，由於新產品的推出，公司最近提高了全年業績指引。分析師們也在逐漸上調他們的目標價，其中一些似乎在等待股票開始更穩定的上漲表現後再做出更大膽的預測。然而，等待這種動態完全顯現的投資者，往往會錯失良機。</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>請注意，像 Recursion 一樣，Tempus AI 股票所帶來的風險和波動性高於平均水平。</p>
</div>

下一個重大事件：兩隻即將爆發的 AI 驅動醫療股票