According to a research report by Guojin Securities, the demand for AI-assisted diagnosis is both vast and well-defined. However, sustaining the long-term growth of enterprises solely through technological enablement proves challenging. Moving forward, investment value will primarily center on companies that seamlessly integrate cutting-edge technologies (including large models and data assets) with clinical scenarios, while successfully quantifying the value of their products (by enhancing diagnostic and treatment efficiency, optimizing patient outcomes, and reducing medical costs). AI in healthcare is now entering a phase of accelerated commercialization, with firms possessing technical barriers, robust implementation capabilities, and clear commercialization pathways being highly favored. As technology and markets mature, these companies are anticipated to achieve rapid scale expansion and significant profitability improvements.