招银国际报告指，讯飞医疗科技(02506.HK) 中期业绩好坏参半，G端业务收入按年升87%至1.41亿元人民币，为该行全年预测的30.4%，超出历史平均的约28%。B端业务收入按年跌10%至5,300万元人民币。整体收入按年升30%至2.99亿元人民币，经营效益改善，销售及一般行政支出比率减少7.5个百分点，研发支出比例跌20.7个百分点，净亏损率按年跌15.5个百分点至22%。
该行认为医疗人工智能行业仍处初步阶段，需求波动或影响公司增长，但相信覆盖G端、B端和C端需求的人工智能方案带来多元化，部分抵销个别板块业务波动。该行基于B端业务上半年挑战性，下调公司2024至2026年收入年复合增长率预测10个百分点至27.9%，目标价由166.69元下调至143.59元，目标2026年预测市销率13倍，维持“买入”评级。(fc/j)(港股报价延迟最少十五分钟。)
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