《大行報告》瑞信線上醫療健康平台首選京東健康(06618.HK) 目標價161元
瑞信發表研究報告指,內地線上醫療高增長的情況會持續,主因去年疫情帶動線上醫療的增長。科技創新將是未來增長的基礎,預期臨床決策支持系統將於短期內可以大規模商用。
中短期方面,該行看好京東健康(06618.HK)和阿里健康(00241.HK)的線上藥房模式。平安好醫生(001833.HK)是內地最大醫療諮詢平台,長遠而言擁有龐大增長潛力。首選京東健康,其次是阿里健康,最後是平安好醫生,均首予「跑贏大市」評級,目標價分別為161元、30元及115元。
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