美银发表报告，维持对阿里健康(00241.HK) “买入”评级，认为公司平台业务动能改善且盈利能力扩张。该行认为阿里健康股价上行催化剂包括线上渠道的社会医疗保险支付，以及受惠于淘宝流量增长和购物场景扩展。该行把阿里健康目标价从5.2元上调至5.5元。
该行指，阿里健康2025财年收入按年升13%略胜预期，主要受下半财年直销业务增长加速推动。年度非公认会计准则净利润符合市场预期，但低于该行预期，原因是销售与市场推广支出较高。
该行又指，公司管理层预计现财年收入增长5%至10%，对比市场预期增10%；非公认会计准则净利润料按年升10%至20%，对比市场预期增25%。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 12:25。)
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