海通國際:建議關注恆生科技指數標的公司平安好醫生(1833.HK)等領域龍頭股
格隆匯7月28日丨香港恆生指數有限公司於7月27日推出“恆生科技指數”。新指數追蹤經篩選後最大30家於香港上市的科技企業。
海通國際最新報告指出,近年來,港股主板上市的科技公司數目,已從2017年的137家,增加至2020年6月底的163家。據恆指公司統計,截至今年6月底,港股主板的163家科技公司佔整體股市市值由2017年的14.6%,躍升至33.2%。形成對比的是,今年以來截至7月17日,恆生科技指數上漲了45.5%,同期恆生綜合指數下跌2.44%,反映了市場對科技類板塊投資熱度。海通國際認為,隨着愈來愈多的科技股籌備上市,科技指數將有助於跟蹤港股科技板塊。
海通國際建議關注美團點評、小米集團、金蝶國際、阿里健康、平安好醫生、金山軟件、微盟集團。
針對平安好醫生,海通國際稱,平安好醫生是一傢俱有保險基因的企業,業務分為四個板塊:
1)在線醫療(家庭醫生服務):2015年4月上線,具體是為商業保險投保人提供
涵蓋7x24在線諮詢、轉診、掛號及1小時送藥等服務;
2)消費型醫療:為個人及企業客户提供體檢、醫美、口腔及基因檢測等標準化服務組合;
3)健康商城:通過自營和平台兩種模式運營,在線提供中西藥品、營養保健、醫療器械、母嬰育兒及運動健身等品類的商品;
4)健康管理和互動:為企業客户提供廣告產品及服務。
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