高盛发表研究报告指，阿里巴巴(09988.HK) (BABA.US) 宣布发行逾120亿元零息可交换债券(CB)，可用于交换为阿里健康(00241.HK) 股份，初始转换价相当于每股阿里健康股份6.23元，较其前收市价溢价37.8%。高盛估算，若全数转换，将相当于19.26亿股阿里健康股份，占其已发行股本约12%，是次发债或导致阿里健康股价短期波动，但同时亦会增加阿里健康股份流通量。
高盛指，阿里健康与阿里集团的业务合作维持不变，仍是集团生态系统中推动“AI+医疗”产业转型的重要一员，维持其“中性”评级，目标价4.1元。但根据当前风险回报水平，该行更偏好京东健康(06618.HK) 多于阿里健康。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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