异动解读|阿里健康盘中下跌3.28%,瑞银下调目标价叠加医药电商板块整体承压

行情直击
Yesterday

7月7日,阿里健康盘中下跌3.28%,报3.24港元,成交额1.93亿港元。

消息面上,瑞银最新研报维持阿里健康"沽售"评级,将目标价由3.6港元进一步下调至3.1港元(低于当前股价),2027至2029财年盈利预测下调5%,预测收入及经调整纯利年均复合增长率分别为12%及5%。此外,医药电商板块今日整体走弱,同业京东健康跌4.66%、平安好医生跌4.87%,板块抛压对阿里健康形成拖累。尽管公司前一日披露2026财年净利润同比增长35.2%并提出最多10%股份回购授权,但市场对盈利增速放缓及AI、创新药投入侵蚀利润率的担忧仍占上风。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10