智通财经APP获悉，美银发布研报称，维持对阿里健康(00241)“买入”评级，认为公司平台业务动能改善且盈利能力扩张。该行指出，阿里健康股价上行催化剂包括线上渠道的医保支付支持，以及受惠于淘宝流量增长和购物场景扩展。目标价从5.2港元上调至5.5港元。
该行提到，阿里健康2025财年收入同比升13%略超预期，主要受下半财年直销业务增长加速推动;非公认会计准则净利润符合市场预期但低于该行预测，主因销售与市场推广支出较高。管理层预计现财年收入增长5%至10%(市场预期10%)，非公认会计准则净利润同比升10%至20%(市场预期25%)。
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