美银证券发表报告，预计京东健康上半年业绩表现将胜市场预期。该行将京东健康2025年上半年的收入按年增长预测由原先19%上调至21%，经调整营运利润预测由19亿元上调至22亿元。展望下半年，该行预计京东健康将继续有效执行其核心策略，扩大市场份额，加强与上游药房和品牌的合作，优化营运以促进重复购买和交叉销售，进行市场营销以提升用户品牌认知，因此对公司下半年的收入增长更加乐观。 该行基本维持对京东健康下半年营运支出的预估，预计公司将把利润再投资于O2O业务的增长。考虑到更快的增长前景，该行将2025至2027年经调整净利润预测上调6%至8%，基于现金流折现法的目标价从43港元上调至50港元，重申“买入”评级。
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