AI medical commercialization is expected to accelerate, QDII funds actively allocate a high proportion of positions.

Although AI healthcare is still in the industry nurturing stage, the popularity of thematic investing has attracted many public offering QDII funds to heavily invest in it. For fund managers who favor AI healthcare, commercialization has always been a problem that the AI healthcare industry needs to solve before landing. However, as more and more AI healthcare companies strengthen their overseas revenue expansion, the valuations of related companies have also soared, even surpassing the benchmark companies in the US that QDII funds heavily invested in. In response to this, many fund managers believe that the domestic AI healthcare industry is still in the stage of expanding from 0 to 1, and in the future, through rapid commercialization landing, the overvaluation problem is expected to be gradually resolved.