平安好医生(01833)今日盘中大涨9.07%,引起市场广泛关注。截至发稿时,该股报19.39港元,成交额达4.92亿港元。
此次股价上涨主要受到多家券商发布积极研报的推动。华泰证券和摩根士丹利均上调了平安好医生的目标价和盈利预测,对公司未来发展前景持乐观态度。研报指出,公司上半年业绩超出市场预期,收入和非IFRS净利润均好于预期。
值得注意的是,研报特别强调了平安好医生与中国平安在金融和商务渠道的协同效应不断扩大和深化,这将带来更快的收入增长。此外,人工智能技术的整合进一步支持利润率扩张,有望推动公司达到约10%的中期利润率目标。华泰证券维持"买入"评级,目标价上调至17.2港元;摩根士丹利将目标价从7.5港元大幅上调至16.3港元,评级为"与大市同步"。这些积极的研报无疑增强了投资者对平安好医生未来发展的信心,推动了股价的上涨。
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