里昂发表研报指，平安好医生上半年业绩令人瞩目，收入按年增长19.5%至25亿元，调整后净利润按年大幅增长136.8%至1.34亿元。里昂认为，平安好医生股价的强劲表现可归因于其在医疗AI方面的进展和改善的盈利前景，预期AI医疗赋能和商业健康保险发展的蓬勃发展，将推动其进一步增长，对其目标价从10港元上调至20港元，重申“跑赢大市”评级。 该行继续认为，平安好医生是中国AI医疗和商业健康保险发展的主要受益者，这两个大趋势在中国医疗行业中正获得越来越多的关注。鉴于上半年积极的业绩，里昂将公司2025年至2027年收入预测上调1.9%至5.6%，并基于更乐观的利润率假设大幅上调净利润预测。里昂又预期，市场对医疗AI公司的热情将保持不变，因为从技术投资到潜在AI驱动应用的循环继续获得动力。
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