港股异动丨互联网医疗股拉升 平安好医生一度涨超16% 方舟健客盘中涨至9%

金融界
Sep 03, 2025
港股互联网医疗股拉升,其中,平安好医生一度涨超16%表现十分抢眼,且再度刷新阶段新高,方舟健客盘中涨至9%,阿里健康涨超3%,叮当健康涨2.5%,京东健康涨1.1%。 消息上,过去一段时间来,平安好医生、阿里健康、京东健康、微医等纷纷押注AI。一方面是有着AI基因的平台给资本更大的想象空间。另一方面,从自身来看,AI让这些平台从卖药、卖广告、卖挂号三大低毛利场景里挣脱出来。政策层面来看,人工智能辅助诊断被国家医保局列入价格构成。业内普遍认为,在下一个十年里,AI 将改写医疗行业的成本结构、服务半径和商业模式。

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