梦想改造家
苹果健康档案服务得到了患者的普遍好评:满意率为78%。_我的网站

一 | 北京时间1月14日早些时候,美国财经媒体CNBC报道,虽然苹果的健康记录功能还没有被广泛使用,但刚刚发布的第一份关于该服务的研究表明,用户对其功能有着积极的看法。加州大学圣迭戈分校(University of California,San Diego)是最早纳入苹果健康记录的医院之一,研究人员花了数月的时间对患者进行技术调查,并于周五在美国医学协会(American Medical Association,JAMA)杂志上发表了他们的研究结果。 Unitree: Valuation rise reflects optimism Investors are showing a strong appetite for Unitree Robotics' initial public offering, reflecting growing optimism about China's ambition to turn its industrial chain strengths into commercially viable artificial intelligence applications in the physical world, market experts and investment banks said. Though still at an early stage of commercialization, China's embodied intelligence industry is gaining momentum in scaling up applications, first in business scenarios and later in consumer markets, creating a distinctive opportunity set for global investors, they said. The IPO of Unitree on Shanghai's STAR Market — the first A-share listing of a major producer of humanoid robots — has entered the subscription stage, with buoyant demand helping to lift its issue price and fundraising size above earlier expectations. Its issuing announcement showed that it had priced its IPO at 150.80 yuan ($22.35) per share, with expected proceeds amounting to 6.099 billion yuan, higher than the 4.202 billion yuan estimated in its earlier IPO filing at an implied price of about 104 yuan per share. Its IPO price represents a price-to-earnings ratio of 219.23 times, far surpassing the industry average of 38.56 times and giving it a market capitalization of about 60.99 billion yuan at the IPO price, the announcement said. The offering attracted a group of strategic investors, including the National Council for Social Security Fund, DeepSeek, as well as investment arms or affiliates of China National Petroleum Corp, China Southern Power Grid, China Telecom, Tencent and CITIC Securities. Notably, the social security fund has become Unitree's largest strategic investor, subscribing to 933,402 shares, or 2.31 percent of the offering, for around 141 million yuan. The move underscores long-term institutional capital's recognition of the humanoid robotics sector's prospects. Retail investors have also shown enthusiasm ahead of Unitree's online subscriptions that open on Monday, with posts wishing for successful allocations piling up on financial information platform Eastmoney's online stock forum for the company. Yang Shuning, executive director and partner at Wenzhi Capital, a Beijing-based private equity company focused on high-tech investments, said the keen demand and high valuation reflect investors' optimism about Unitree's commercialization prospects and its positioning in the embodied intelligence sector. "Given the scarcity premium enjoyed by leading players in tech sectors and the multibillion-dollar valuations seen among overseas humanoid robotics peers, Unitree's valuation is not without justification," he said. But Yang cautioned that Unitree's valuation is less about current earnings than about investors pricing in its future profitability. "If Unitree falls behind in scaling up commercialization, revenue growth weakens or investors start using a different valuation yardstick, valuations would come under pressure." Commercial promise Wang Xingxing, Unitree's founder and chairman, said on Friday that the company's pure humanoid robot shipments exceeded 5,500 units in 2025, the highest in the world. Unitree's rise has come as China's humanoid robotics sector takes the lead worldwide in terms of shipments, with its commercialization prospects becoming increasingly visible. Citing exhibition examples at the World Artificial Intelligence Conference in Shanghai, UBS said in a recent report that humanoid robots are "increasingly being evaluated as production tools rather than exhibition assets". Commercialization should first scale in structured business-to-business scenarios such as factories, logistics and smart pharmacies, while consumer use cases remain a longer-term prospect, the report said. Zhao Liang, a partner at Unique Capital, an investment institution focused on AI innovation, said that humanoid robots may integrate with specific application scenarios on a large scale in the next three to five years. "Given China's advantages in industrial supply chains and talent, the country's embodied intelligence industry chain may bring a surprise to the world," Zhao said. Unitree's listing, which took only 104 days to go from the application acceptance stage to registration approval, is expected to further boost financing, investment and development of China's embodied intelligence sector, experts said. Besides Unitree, another major Chinese humanoid manufacturer, AGIBOT, is seeking an IPO in Hong Kong. According to UBS, China's embodied AI sector saw a wave of IPO filings and strong primary market financing this year, with first-half funding going above 34.5 billion yuan. With a buoyant listing pipeline, China's embodied intelligence industry — and the broader physical AI sector — could offer global investors a distinct exposure to the next phase of AI development where physical-world applications become increasingly important, experts added. Goldman Sachs said in a report that while the US and North Asian tech companies hold a dominant position in sectors such as semiconductor and AI models, China's AI opportunity set seems better populated in power, infrastructure and physical AI, implying a potentially strong value proposition and diversification benefits to global investors.
。医院允许任何使用iPhone的患者使用健康应用程序查看其实验室数据、图表、免疫信息等。在其研究中,医院向425名在2018年激活该应用程序的患者发送了匿名在线调查。96%的受访者表示他们可以轻松地连接数据,78%的人对服务满意,90%的人表示他们已经改进了与朋友和家人分享个人健康信息的过程。不到一半的人认为这三个方面都有所改善。研究人员还表示,截至2018年底,该医院有“数百名苹果健康记录用户下载了数千份临床结果”。

二 | 对于一家大型医院来说,这一数字并不高,但该医院发言人克里斯托弗·朗赫斯特(Christopher Longhurst)表示,一旦医院开始向患者推广服务,这一数字可能会随着时间的推移而增加。因此,医院需要更多的数据来证明价值的增长。”我们的反应率很高,我们收到了一些积极的反应,但这些只是早期的采用者。”兰格斯特在一次采访中说。医院在使患者能够使用电子系统查看其医疗信息方面一直面临着重大挑战,因为相关技术往往设计不当,难以使用。硅谷公司以其一流的用户体验为傲,他们不仅试图简化产品,而且还试图将来自不同医院的不同医生的数据连接起来,以解决这个问题。

三 | 谷歌早期的努力以失败告终,并于2011年关闭了该项目。但是现在,移动技术无处不在,通信标准也得到了提高,业界似乎对这项工作有了更大的兴趣。朗斯特的团队说,现在可能是在相关技术上取得实际进展的最佳时机,而且苹果有一个独特的优势,因为它的设备非常受欢迎。但最终,朗斯特说,苹果必须向公众证明其产品是“有用的、可持续的、可扩展的,而且确实可以改善健康。
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