大华继显研究报告指，内地互联网医疗领域正进入新阶段，推动力包括科技巨头加快AI创新以及国策支持，例如北京推出的线上初诊试点计划。虽然面临盈利能力挑战，但龙头企业正利用AI生态系统及创新策略，部署长远持续增长。选股方面，该行看好阿里健康(00241.HK) ，维持“买入”评级及目标价7.8元；预期在创新药及医疗健康产品增长动能持续、与阿里巴巴(09988.HK) 协同效应深化，以及AI应用日益普及的...
Source Link大华继显研究报告指，内地互联网医疗领域正进入新阶段，推动力包括科技巨头加快AI创新以及国策支持，例如北京推出的线上初诊试点计划。虽然面临盈利能力挑战，但龙头企业正利用AI生态系统及创新策略，部署长远持续增长。选股方面，该行看好阿里健康(00241.HK) ，维持“买入”评级及目标价7.8元；预期在创新药及医疗健康产品增长动能持续、与阿里巴巴(09988.HK) 协同效应深化，以及AI应用日益普及的...
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