阿里健康在盘中大涨5.90%,引发了市场的广泛关注。
根据母公司阿里巴巴最新财报显示,阿里云商业化收入重回双位数增长,AI相关产品收入连续六季度实现三位数增长。多家投行认为,阿里在AI领域的领先实力及溢出效益是推动股价上涨的重要因素。
作为集团旗下医药电商业务,阿里健康将有望充分受益于阿里巴巴AI技术的溢出效应。消息人士认为,阿里健康可利用阿里的基础大模型推动自身业务发展,AI带来的投资范围更广,不仅包括电商,还将涵盖互联网医院等领域。因此,市场对阿里健康未来的发展前景抱有较高期望,是推动其股价大涨的主因。
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