阿里健康今日盘中大跌5.08%，股价表现显著弱于大盘。
消息面上，公司此前公布的26财年业绩显示，下半财年收入增速仅为7.6%，远低于市场预期的13.8%，业绩表现不及预期引发了市场的担忧。绩后，包括瑞银、高盛、里昂、美银在内的多家大行集中下调了公司的目标价及盈利预测，其中瑞银更是维持“沽售”评级，并将目标价降至3.6港元，加剧了市场的抛售压力。
与此同时，处方药网络零售“最严指南”的出台，对行业构成了新的监管挑战。新规严禁AI替代审方、限制处方药促销等要求，预计将推升医药电商平台的合规成本，对阿里健康等公司的短期盈利能力构成压力。在多重利空因素叠加下，整个互联网医疗板块今日普遍承压。
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