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《大行報告》美銀證券:內地互聯網醫療股已被過度拋售 籲買阿裏健康(00241.HK)等
美銀證券發表報告指,近期教育股受到監管新規影響而股價下跌,連累投資者對互聯網醫療股的監管風險憂慮加深。該行認爲監管機構不會大幅限制互聯網醫療企業,主要由於板塊對社會有正面作用,提供更便利及可負擔的醫療服務、醫療產品及醫療管理服務。相關形式亦可服務較偏遠地區,提升社會公平性。該行認爲在「十四五」規劃中對互聯網醫療行業未持有負面態度。

報告並指,過去數年當局對網上藥品銷售、網上診症及社會醫療保險等持支持態度,相信未來將有更多政策支持,即使監管當局管制互聯網醫療業務亦不感意外,並認爲對行業長遠而言有益。根據該行調查,今年次季網上藥品銷售按年增長逾70%,其中阿裏健康(00241.HK)處方藥銷售增長1.71倍。該行對互聯網醫療行業仍有信心,維持阿裏健康、京東健康(06618.HK)及平安好醫生(01833.HK)評級「買入」,認爲板塊已被過度拋售,現爲吸引買入時機。

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