进入财报季，各个公司逐渐交出了2025年的业绩答卷。2月26日，AI制药的两大头部玩家——薛定谔（Schrödinger）和“英伟达概念股”Recursion罕见地在同一天发布财报。2026年，无论是投资人还是企业自身，关注点都从AI赋能的想象空间转向了临床成功率和“现金流安全垫。不仅是Recursion，包括薛定谔在内也曾为了节省现金流而裁员。这说明即便是头部企业，也必须勒紧裤腰带过日子，AI...
Source Link进入财报季，各个公司逐渐交出了2025年的业绩答卷。2月26日，AI制药的两大头部玩家——薛定谔（Schrödinger）和“英伟达概念股”Recursion罕见地在同一天发布财报。2026年，无论是投资人还是企业自身，关注点都从AI赋能的想象空间转向了临床成功率和“现金流安全垫。不仅是Recursion，包括薛定谔在内也曾为了节省现金流而裁员。这说明即便是头部企业，也必须勒紧裤腰带过日子，AI...
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.