$ISRG
AI 三巨头仿佛达成默契,全面押注医疗/健康领域: 1. OpenAI 推出 ChatGPT Health,且收购 Torch 2. Google 推出 MedGemma 1.5 (4B) 3. Anthropic 推出 Claude for Healthcare 关注直接收益的美股:Intuitive Surgical ( $ISRG):ISRG是“物理AI”代表外科手术机器人,长期高毛利耗材模式很稳。
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