国元国际:维持水滴公司(WDH.US)买入评级 AI驱动业绩高速增长

智通财经
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【国元国际:维持水滴公司(WDH.US)买入评级 AI驱动业绩高速增长】智通财经APP获悉,水滴公司(WDH.US)发布2026年第二季度业绩后,国元国际发布研报称,维持水滴公司买入评级,目标价1.25美元。研报指出,本季度水滴公司营收高速增长,AI 已全面嵌入客户获取、承保、理赔全链路,二季度 AI 辅助实现近亿元增量保费,展望 2026 年,预计公司收入同比实现高速增长,延续收入驱动型增长的经营姿态。

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