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大行評級|里昂:中國互聯網醫療保健行業乘着AI浪潮發展 看好阿里健康及京東健康
格隆匯 02-17 10:25

里昂發表研究報吿指,中國互聯網醫療保健行業正乘着AI浪潮發展,一眾互聯網醫療股上星期股價顯著上升,反映出市場目前對AI提升營運潛力抱有更樂觀預期。

里昂指,阿里健康可利用母公司阿里行業領先的基礎大模型,推動其醫藥電商業務發展,而京東健康的AI投資範圍更廣,涵蓋互聯網醫院等領域,並將受益於DeepSeek等新興開源模型的大趨勢。另外,去年底起各地爆發流感,里昂認為可為阿里健康及京東健康的電商GMV增長帶來上行空間。

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