David Lin 对 $ISRG 的判断变化

2026-09-23看涨
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ISRG因估值受压且拥有医疗机器人领域优质的AI数据资产,被视为优先持有的标的。

在医疗保健板块,我们看好 Intuitive Surgical,对吧?已经被打压得很惨。这类医疗保健公司中有很多都是世界级品牌。Intuitive Surgical,它们拥有世界上最好的用于未来机器人和医疗保健、医学领域的人工智能数据。

On the healthcare side, we love Intuitive Surgical, right? Beaten down. A lot of these healthcare names are are this these are world class brands. Intuitive Surgical, they have the best artificial intelligence data in the world for future robotics and healthcare and in in medicine.