阿里健康(00241)今日盘中股价大涨5.10%，表现强劲。
消息面上，在线健康平台正竞逐AI医药服务赛道。阿里健康此前推出了医学AI产品“氢离子”，旨在夯实其在循证支持、智能检索等核心功能上的专业能力。分析指出，阿里健康重在生态协同和医生端工具，医疗健康作为高黏性、高客单价的刚需场景，对于公司用AI重构入口及构筑下一代竞争壁垒至关重要。
此外，近期多家投行发布研报。大华继显及美银证券均下调了阿里健康目标价，但维持“买入”评级。下调原因主要系公司加大对创新药物及AI领域的投资，导致短期盈利预测承压。不过，投行认为创新药的强劲势头、阿里巴巴集团协同效应的深化以及AI应用的扩大，将支撑其中长期增长。当前股价仍显著低于投行给出的目标价，市场或对其增长空间有所反映。
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