作者：罗宾出品：明亮公司！近日，AI制药公司英硅智能（3696.HK）在港股上市以来股价连续上涨，引发市场对AI制药赛道价值重估的关注。然而，率先几年进入二级市场的美股AI制药公司已经历多轮深度调整，市值剧烈下跌。这反映的是投资者对AI制药从“技术愿景”向“临床兑现”的估值逻辑转变——早期市场对颠覆类技术的预期总是超前乐观，而当行业发现AI无法单独完成从靶点发现到商业化的全链条，且数据生成与实验...
Source Link作者：罗宾出品：明亮公司！近日，AI制药公司英硅智能（3696.HK）在港股上市以来股价连续上涨，引发市场对AI制药赛道价值重估的关注。然而，率先几年进入二级市场的美股AI制药公司已经历多轮深度调整，市值剧烈下跌。这反映的是投资者对AI制药从“技术愿景”向“临床兑现”的估值逻辑转变——早期市场对颠覆类技术的预期总是超前乐观，而当行业发现AI无法单独完成从靶点发现到商业化的全链条，且数据生成与实验...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.