异动解读|平安好医生盘中下跌5.3%,前日大涨后回吐叠加市场持续质疑独立造血能力

行情直击
Jul 09

7月9日,平安好医生盘中下跌5.3%,报7.33港元,成交额1.42亿港元。公司前一交易日因携手辉瑞中国打造医药险患一体化双闭环消息刺激大涨7.2%,今日出现明显获利回吐。

消息面上,近期市场对公司过度依赖平安集团生态的质疑持续发酵,有分析指出公司商保协同业务本质仍依靠集团流量池,独立造血能力不足。此外,港交所数据显示摩根士丹利近期系统性缩减对公司敞口,多头持仓由8.02%降至5.88%,叠加6月中旬CFO臧珞琦辞任引发的高管变动不安情绪,市场信心承压。基本面方面,公司一季度营收11.59亿元,同比增长9.1%,经调整净利润8440万元,同比增长45.8%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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