Putting the financial reports aside
$ISRG.US is also a medical technology company well worth investing in for the long term
1. Its business model is stable and clear
2. Its competitive moat deepens as the market grows
3. The development of AI will also give this company an even greater advantage
Its surgical robot was developed before the boom in large AI models
Previously, the robot mainly helped doctors perform surgeries with greater precision and consistency
But with the support of today’s AI, it can make robots easier for doctors to learn and use, encouraging more hospitals and doctors to perform robotic surgeries
It can also improve the utilization of existing equipment, giving each robot the opportunity to perform more surgeries
Lower barriers to entry = more customers
More surgeries = more consumables
It can attack when advancing and defend when retreating—either way, it wins
#股票财报季
$ISRG.US is also a medical technology company well worth investing in for the long term
1. Its business model is stable and clear
2. Its competitive moat deepens as the market grows
3. The development of AI will also give this company an even greater advantage
Its surgical robot was developed before the boom in large AI models
Previously, the robot mainly helped doctors perform surgeries with greater precision and consistency
But with the support of today’s AI, it can make robots easier for doctors to learn and use, encouraging more hospitals and doctors to perform robotic surgeries
It can also improve the utilization of existing equipment, giving each robot the opportunity to perform more surgeries
Lower barriers to entry = more customers
More surgeries = more consumables
It can attack when advancing and defend when retreating—either way, it wins
#股票财报季