[Tianfeng Pharma] Current position suggests emphasizing four directions for layout: brain-computer interface, AI healthcare, medical technology, innovative going global, and prosperity

English summary

### [Tianfeng Pharma] Current position suggests emphasizing four directions for layout: brain-computer interface, AI healthcare, medical technology, innovative going global, and prosperity. Time: 2026-07-31 14:30:35 Content: [Tianfeng Pharma] Current position suggests emphasizing four directions for layout: brain-computer interface, AI healthcare, medical technology, innovative going global, and prosperity. 1. Against the background of high-level adjustments in the AI hardware sector and the market's high-low switch, we believe that AI healthcare and brain-computer interface have allocation value. The core logic is as follows: 1. Valuation and funds resonate. Defensive attributes are prominent. Sector valuations and institutional holdings are at historical lows. Medical AI and brain-computer interface are one of the important starting points for AI implementation. 2. Policy support has landed and payment channels are opened. At the top level, brain-computer interface and AI healthcare have both received national strategic support. On the commercialization side, AI-assisted diagnosis continues to be included in medical insurance. Shanghai, Zhejiang and other places have implemented special charging projects for brain-computer interface. The model of medical insurance + commercial insurance is expected to take shape. ...