港股異動|方舟健客一度升超7% 近期政策利好+流動性改善有望帶來估值修復空間
方舟健客(6086.HK)盤初一度升超7%,最高觸及5.68港元。消息面上,國務院上月發佈《關於促進服務消費高質量發展的意見》,其中重點提及“養老托育消費”以及落實完善“互聯網+”醫療服務醫保支付政策。政策利好下,多家機構預計養老、互聯網醫療等領域將受益。此外,開源證券此前發佈研報指,隨着美聯儲逐步進入降息週期,流動性改善有助於優化投融資環境,有望給估值仍處於底部的醫療大健康板塊帶來更大的估值修復空間。
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