次新異動 | 京東健康漲超5%續創新高,中金唱好"互聯網+醫療健康"
uSMART盈立智投12月15日消息,次新股京東健康繼續強勢,截至9:58分,盤中漲超5%,最高觸及138.7港元,不計手續費,打新至今一手賬面賺3406港元。
機構觀點上,中金公司稱,中國促進互聯網+醫療健康發展,各地逐步推進醫療信息打通與互認,有望進一步提升"醫"端的信息化基建水平和醫療大數據中心的形成,推薦基於阿里生態發展的大健康平台阿里健康等。
分析師Weiying Tu等在報告中指出,文件強調落實“互聯網+”支付政策,持續 完善“醫+藥+險”全鏈路在線化;文件也強調以“便民惠民”爲核心推進數字化轉型。
除了阿里健康,亦推薦專業服務能力突出並積極拓展自有互聯網醫療板塊的益豐藥房、供應鏈運營優勢明顯並大力推進內外部資源數字化整合的九州通。
建議關注京東健康和平安好醫生。
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