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港股異動 | 收購天貓藥品銷售平台+線上問診需求提升 阿里健康大漲逾9%
格隆匯 02-10 11:42
格隆匯2月10日丨阿里健康(0241.HK)現報13.18港元,大漲9.11%,暫成交9.3億港元,最新總市值1585億港元。因新冠肺炎疫情原因,人們的消費方式正進行全面的改變,消費場景從線下到線上的轉移。有分析人士指出,長達數月的疫情過後,這些只是權宜之計的消費行為或將演變為固定消費習慣,從而給互聯網多個領域迎來新的發展契機。阿里健康憑藉阿里巴巴在電子商務、大數據和雲計算領域的優勢等,為醫藥健康行業提供全面的互聯網解決方案。此外,阿里健康近日宣佈收購天貓藥品銷售平台,摩通料市場短期反應正面。花旗亦指,阿里健康在收購阿里巴巴旗下的Ali JK ZNS後,將成為阿里巴巴旗下唯一的醫療旗艦平台,相信阿里健康將成為中國線上處方藥銷售逐漸放開和加速滲透的主要受益者。維持其"買入"及首選評級,目標價14港元。
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