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《大行报告》瑞信线上医疗健康平台首选京东健康(06618.HK) 目标价161元
阿思达克 05-13 09:54
瑞信发表研究报告指,内地线上医疗高增长的情况会持续,主因去年疫情带动线上医疗的增长。科技创新将是未来增长的基础,预期临床决策支持系统将於短期内可以大规模商用。

中短期方面,该行看好京东健康(06618.HK)和阿里健康(00241.HK)的线上药房模式。平安好医生(001833.HK)是内地最大医疗谘询平台,长远而言拥有庞大增长潜力。首选京东健康,其次是阿里健康,最後是平安好医生,均首予「跑赢大市」评级,目标价分别为161元、30元及115元。

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