富瑞指,平安好医生(01833.HK) 把企业端(B端)数据重列,基于把企业供应链业务,即企业客户对药物及医疗器材的购买,重新分类至C端(个人客户),引发可比较性忧虑。
该行认为,其他互联网公司与顶级医院合作,为平安好医生带来更大竞争,公司亦在健康管理服务上欠缺清晰的变现策略,维持对其“跑输大市”评级,目标价由4.8元上调至5.9元。(fc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-21 16:25。)
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