摩根士丹利发表研报,对平安好医生与中国平安在金融和商务渠道的协同效应不断扩大和深化感到鼓舞,这将带来更快的收入增长。人工智能整合进一步支持利润率扩张,并趋向平安好医生约10%的中期目标。大摩将平安好医生目标价由7.5港元上调至16.3港元,评级“与大市同步”,上调2025/2026/2027经调整每股盈利预测13%、12%及11%。估值模型显示,到2030年,公司的经调整净利润率将达到9.8%。
摩根士丹利发表研报,对平安好医生与中国平安在金融和商务渠道的协同效应不断扩大和深化感到鼓舞,这将带来更快的收入增长。人工智能整合进一步支持利润率扩张,并趋向平安好医生约10%的中期目标。大摩将平安好医生目标价由7.5港元上调至16.3港元,评级“与大市同步”,上调2025/2026/2027经调整每股盈利预测13%、12%及11%。估值模型显示,到2030年,公司的经调整净利润率将达到9.8%。
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