《大行》里昂:平安好医生(01833.HK)为中国AI医疗主要受益者 升目标价至20元 重申“跑赢大市”评级

阿斯达克财经
Aug 21, 2025

里昂研究报告指出,平安好医生(01833.HK) 今年上半年业绩令人瞩目,收入按年增长19.5%至25亿元人民币,调整后净利润按年大幅增长136.8%至1.34亿元人民币。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,因此将基于现金流折现率,对其目标价从10港元上调至20港元,重申“跑赢大市”评级...

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