8月18日(周一),明星科网股多数走高,京东健康涨近10%,阿里健康涨近4%,网易、京东集团涨超3%,哔哩哔哩、携程集团涨超2%。
消息方面:京东健康公布上半年业绩。华泰证券指出,京东健康今年上半年总收入352.9亿元,按年增24.5%,高于市场一致预期的增长20.2%。该行认为,京东健康有望持续受益于京东主站的快速流量增长(据QuestMobile,2025年5月至7月,京东APP的日活跃用户(DAU)按年增长44.8%、33.4%、46.4%),在受惠上游合作伙伴增量广告需求的同时,通过持续加强的全渠道医疗服务能力(B2C+O2O)逐步留存新用户。此外,京东健康在医疗AI领域的积极实践,将成为其持续提升经营效率、优化用户体验的重要抓手。
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