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港股異動丨平安好醫生漲逾4% 南下資金持續淨買入
格隆匯 10-15 10:15
格隆匯10月15日丨平安好醫生(1833.HK)漲逾4%,報58港元,自8月初28.55港元的階段低點以來,股價已經累計上漲超90%,10月份以來更是加速上漲。最新總市值達到約620億港元。資金面來看,南下資金下半年以來持續淨買入,10月9日淨買入119萬股,港股通持倉比例最新達到2.84%。基本面來看,日前,彭博出具了一份有關中國遠程醫療的行業研報指出,中國遠程醫療行業隨着互聯網的迅猛發展和醫療健康政策的大力支持,正迎來了前所未有的發展機遇,預計未來市場規模年複合增長率約70%。平安好醫生作為行業領先的互聯網醫療服務供貨商,也會迎來迅速發展的黃金期,預計到2021年前,在線諮詢量將增加逾三倍,在線醫療業務將厚增人民幣逾50億元。
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