大行評級|花旗:預期AI有助於提高在線醫療公司營運效率 偏好阿里健康及醫渡科技
花旗發表報告指出,隨着DeepSeek推動科技熱潮,內地在線醫療股今年以來顯著上升。從基本面而言,該行預期人工智能(AI)能將有助於提高在線醫療公司的營運效率,預期隨着經營利潤率的擴張,在線醫療股的目標價將有進一步的上升空間。
該行認爲,相對於美國同業的今明兩年預測市銷率各爲18倍及13.6倍,內地醫療保健AI概念股相對便宜,預測市銷率各爲5倍及4.2倍,而在線醫療(如在線零售藥店)及醫療保健AI(如軟件供應商)股的預測市銷率各爲5.4倍及4.5倍。當中,該行偏好阿里健康及醫渡科技,均予以“買入”評級,另維持對阿里健康目標價9.5港元,並將醫渡科技的目標價由8港元上調至12港元。
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