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Alibaba Health Information Technology Limited 2021-01-22T15:03 財經茄呢啡 阿里巴巴、雲峰基及及螞蟻為阿里健康大股東,合共持有68%股份,阿里健康可受惠阿里經濟圈,尤其通過天貓及淘寶平台得到零售訊息,同一時間透過生態圈合作伙伴服務能力,例如支付以及餓了麼,形成協同效益。
Alibaba Health Information Technology Limited 2021-01-22T15:03 財經茄呢啡 科指屢刷新高,馬雲現身刺激阿里巴巴股價急升8.5%收造265元,成交金額274億元,為全日最大成交金額港股;阿里系的阿里健康飆一成七,收報27.45元;競爭對手京東健康抽升15.4%報170.7元;微盟創新高,收漲15.54%報25.65元。傳鴻海已打入APPLE CAR供給鏈,刺激鴻騰勁升23%,收報3.53元,為表現最好科指成分股;富智康升5.47%收報1.35元。
Alibaba Health Information Technology Limited 2021-01-22T15:03 財經茄呢啡 馬雲突然公開亮相消息爆發後,阿里巴巴系內多只股權股價飆升,阿里巴巴昨天收升近9%,報265元,成交達274.3億元,一舉收復12月被當局反壟斷調查後的跌勢。同屬阿里系的阿里健康漲17%,收報27.45元;阿里影業升3%,收報1.03元;高鑫零售升4%,收報7.71元。
Alibaba Health Information Technology Limited 2021-01-22T15:03 財經茄呢啡 醫藥股藥明生物領跑,升6.2點或5.4%,收報120.6點,成交額18.4億元。藥明康德最高見205.6元,收報198.6元,飆升9.3%。阿里健康刷新高,見28.6元,中午收報27.7元,升3.6%。
Alibaba Health Information Technology Limited 2021-01-15T15:15 財經茄呢啡 中泰國際研究部預估2021年中國互聯網醫療將有一系列利好政策落地,領軍企業微醫有望於年內上市,板塊估值有望增長,推薦互聯網醫療龍頭平安好醫生(1833.HK;買進;目標價:121元),同一時間建議關注醫藥電商企業京東健康及阿里健康。
Alibaba Health Information Technology Limited 2021-01-15T15:15 財經茄呢啡 大型科網股個別發展,騰訊及阿里巴巴收升1%及1.7%撐市。美團及小米集團跌1.8%及1.3%;京東集團跌1.7%;京東健康跌0.8%;阿里健康跌2.6%;網易跌2.7%。
Alibaba Health Information Technology Limited 2021-01-15T15:15 財經茄呢啡 傳特朗普政府決定,不再將中國科企納入禁止美國人與企業投資的制裁名單,龍頭科技股向好。阿里巴巴飆5%;騰訊以全日最高位的629.5元收市,飆5.6%;美團抽升5.7%,三只股權合力撐起恆指289點;京東升2%;富瑞首予京東健康「買進」評級,目標睇184元,全日升0.9%;阿里健康也漲0.9%。
Alibaba Health Information Technology Limited 2021-01-08T15:14 財經茄呢啡 中國國家市場管控總局調查阿里巴巴涉嫌壟斷行為,而內地四大管控部門約談螞蟻集團,令到阿里系股權受壓,惟調整過後見反彈,其阿里健康上星期三重上50天和100天線。阿里健康主營醫療服務以及醫藥電商平台,按2019年的總收入計,阿里健康的收入僅次於京東健康,京東健康,位列第二。面對新冠肺炎疫情爆發,有幫推動「宅經濟」需求,促使大家關注在線上醫療諮詢、線上藥品銷售的主要性,為行業帶來更多機遇。
Alibaba Health Information Technology Limited 2021-01-08T15:14 財經茄呢啡 平安好醫生以在線醫療為核心,橫向縱向打通醫療生態圈產業鏈,具備最大自建醫療團隊。京東健康和阿里健康均背靠互聯網集團,具有電商優勢,九成收入來自醫藥電商,並由此延伸至醫療細分領域,公司規模均大於好醫生。京東健康供給鏈體系行業領先,透過打通上游廠商、中游分銷商及下游藥房得到規模效應。阿里健康更具流量及技術優勢,依托支付寶、淘寶、天貓獲取龐大客戶群體。
Alibaba Health Information Technology Limited 2021-01-01T15:44 財經茄呢啡 今天阿里系持續下跌,阿里巴巴開盤跌3.86%,盤中跌逾9%,阿里健康跌逾13%,阿里影業、高新零售亦跌超2%。
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