[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio729988cb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio729988cb","麦肯锡最新研究显示，AI正在明显缩短药物发现周期。利好哪些美股？","\u002Fdoc\u002Fdcio729988cb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>目前公开披露的\u003C\u002Fspan>AI\u003Cspan>辅助药物项目中，研发周期缩短约\u003C\u002Fspan> 15%\u003Cspan>—\u003C\u002Fspan>80%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>传统大型药企：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Target ID \u003Cspan>→\u003C\u002Fspan> FIH\u003Cspan>（首次人体试验）：约\u003C\u002Fspan> 50\u003Cspan>个月\u003C\u002Fspan>+\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Hit ID \u003Cspan>→\u003C\u002Fspan> FIH\u003Cspan>：约\u003C\u002Fspan> 50\u003Cspan>–\u003C\u002Fspan>65\u003Cspan>个月\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>赋能项目：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Schrödinger SGR-1505\u003Cspan>：\u003C\u002Fspan>10\u003Cspan>个月\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Recursion EXS21546\u003Cspan>：\u003C\u002Fspan>9\u003Cspan>个月\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Generate Biomedicines GB-0669\u003Cspan>：\u003C\u002Fspan>17\u003Cspan>个月\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Insilico Medicine Rentosertib\u003Cspan>：\u003C\u002Fspan>18\u003Cspan>个月\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>核心变化：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>过去药物研发靠大量实验试错。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>现在\u003C\u002Fspan>AI\u003Cspan>可以：\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>快速发现药物靶点\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>模拟分子结构\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>筛选候选药物\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>提前预测有效性\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本质是用\u003C\u002Fspan>AI\u003Cspan>降低研发时间和成本。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网整理受益美股如下：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>1.RXRX \u003Cspan>（\u003C\u002Fspan>Recursion Pharmaceuticals\u003Cspan>）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>制药代表公司。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>逻辑：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>模型\u003C\u002Fspan> + \u003Cspan>自动化实验平台，加速新药发现。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>图中多个\u003C\u002Fspan>AI\u003Cspan>药物项目来自\u003C\u002Fspan>Recursion\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>受益方向：\u003C\u002Fspan>AI\u003Cspan>药物筛选\u003C\u002Fspan>\u003Cspan>，分子设计\u003C\u002Fspan>\u003Cspan>，生物数据平台\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2. SDGR\u003Cspan>（\u003C\u002Fspan>Schrödinger\u003Cspan>）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>计算化学平台。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>核心：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>利用\u003C\u002Fspan>AI\u003Cspan>和计算模拟设计药物分子。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>逻辑类似：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>时代的“药物研发软件基础设施”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>3. NVDA\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>制药背后的算力供应商。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>药物研发需要：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>GPU\u003Cspan>计算\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分子模拟\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>生物数据训练\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>进入生命科学，将增加高性能计算需求。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>4. \u003Cspan>大型药企\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>不会取代药企，而是提高研发效率。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>重点关注：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>LLY\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>NVO\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>MRK\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>PFE\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>优势拥有：临床数据\u003C\u002Fspan>\u003Cspan>，研发资金\u003C\u002Fspan>\u003Cspan>，商业化渠道\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$NVDA\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$LLY\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>#\u003Cspan>美股\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI.jpg","2026-09-23T05:05:02","2026.09.23","2026\u002F09\u002F23",44518,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]