金吾财讯 | 阿里健康（00241）股价持续受压，截至发稿，报2.895港元，跌5.55%，成交额2.2亿港元。中金公司研报指，预测1H27FY收入同比高个位数增长，盈利同比基本持平该机构预计公司1H27FY收入或实现高个位数同比增速，non-GAAP净利润或基本持平。考虑到保健品类表现波动及公司医学AI投入节奏，该机构下调公司2027FY及2028FY的non-GAAP净利润6.6%/5.8%至21.78亿元和24.21亿元。考虑到港股互联网医疗板块近期估值波动，且2Q27FY期间政策对保健品行业监管亦带来一定情绪压制，该机构基于SOTP下调公司目标价30.8%至4.5港币（54%上行空间），维持跑赢行业评级。
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