Doximity, Inc.（DOCS）今日盘中股价大涨55.49%，引发市场广泛关注。
消息面上，Doximity于盘后发布的第一财季财报显示，尽管调整后每股收益为0.29美元，略低于市场预期的0.31美元，但营收同比增长7%至1.566亿美元，超出华尔街预期的1.517亿美元。更令市场振奋的是，公司首席执行官杰夫·唐尼在财报电话会议上大力阐述临床人工智能战略，称其为"千载难逢的机遇"，并表示公司正全力以赴构建医学人工智能的新时代。
唐尼指出，即使在大举投资临床人工智能的情况下，公司仍能保持行业领先的软件利润率。此外，公司的Doximity Ask AI模型在近期一项由斯坦福大学和哈佛大学研究人员进行的医疗AI工具评估中，表现优于包括Anthropic的Fable 5在内的美国竞争对手。公司旗下AI搜索和速记工具的使用率也出现大幅增长，其中速记笔记用户数量在7月同比增长了10倍。这些AI战略叙事显著改变了市场预期，推动了股价的强劲上涨。
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