阿里健康(00241)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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00241 阿里健康

已收盘 05-27 16:09:08

3.740

-0.040

-1.06%

最高3.810	最低3.700	成交量9,900万
今开3.750	昨收3.780	日振幅2.91%
总市值604.95亿	流通市值604.95亿	总股本161.75亿
成交额3.71亿	换手率0.61%	流通股本161.75亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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09:55","pubTimestamp":1779760559,"startTime":"0","endTime":"0","summary":"5月26日，阿里健康盘中下跌3.12%，报3.76港元，成交额1.66亿港元，延续绩后弱势。消息面上，公司此前公布26财年业绩，下半财年收入176亿元同比增7.6%，低于市场预期的13.8%增速。绩后多家大行集中下调目标价：瑞银维持\"沽售\"评级，目标价降至3.6港元，下调盈利预测12%-14%；高盛目标价降至4.2港元；里昂下调经调整净利润预测23%。同日互联网医疗板块整体承压，京东健康跌4.34%，平安好医生跌2.83%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00241"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637386540","title":"富瑞：下调阿里健康(00241)目标价至5.3港元 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15:59","pubTimestamp":1779350344,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，富瑞发布研报称，阿里健康推出的“氢离子”APP将其定位为早期面向医生的AI领导者，与《英国医学杂志》合作提供基于证据的临床决策支持。该行将阿里健康目标价由6港元下调至5.3港元，以反映商业化速度等变量，但维持“买入”评级。在业绩指引方面，阿里健康管理层预计2027财年收入将同比增长10%至15%，主要受直接销售及处方药/创新药品类驱动。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444449.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["00241","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636842534","title":"小摩增持阿里健康(00241)约5704.01万股 每股作价约4.30港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2636842534","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636842534?lang=zh_cn&edition=full","pubTime":"2026-05-20 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FY2026财年核心业务经营稳健，公司确立“医药全栈+医学AI”新战略布局。公司重视布局医学AI，2026年5月正式发布医学垂类大模型“氢离子”，定位为可靠医学AI助手。看好医药电商长期线上化率提升及AI+医疗潜力，阿里健康作为国内医药电商龙头企业有望受益，维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981708","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHAT","AIPO","ARTY","AGIX","000750","159891","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636988015","title":"高盛：维持阿里健康(00241)“中性”评级 降目标价至4.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2636988015","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636988015?lang=zh_cn&edition=full","pubTime":"2026-05-19 14:15","pubTimestamp":1779171314,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛发布研报称，阿里健康3月底止2026财年下半年业绩好坏参半。该行维持对其“中性”评级，将其12个月目标价由4.8港元下调至4.2港元，基于28倍预测2027至2028财年平均市盈率。鉴于第三方平台业务增长逊预期，以及收入组合导致的毛利率波动与对人工智能及创新药物的增量投资，高盛下调阿里健康2027至2028财年收入预测2%，并下调同期经调整纯利预测18%，同时引入2029财年预测。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443339.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00241","EWH"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636815884","title":"里昂：阿里健康目标价降至4.7港元 维持“跑赢大市”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2636815884","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636815884?lang=zh_cn&edition=full","pubTime":"2026-05-19 12:23","pubTimestamp":1779164580,"startTime":"0","endTime":"0","summary":"　　里昂发布研报称，阿里健康2026财年下半年收入略低于预期，但利润大致符合预期。为反映相关投资，里昂下调阿里健康2027至2028财年经调整净利润预测23%，目标价相应由5.3港元下调至4.7港元，对应潜在升幅11%。基于药品销售成长潜力以及今年4-5%的股息率，维持“跑赢大市”评级。　　阿里期内总收入同比增长8%，较该行预测低5%。该行认为，创新药继续是阿里健康的战略增长动力，但利润或会因持续投资于创新药和医疗人工智能而下跌。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-19/doc-inhymcpp2266633.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636868878","title":"花旗：降阿里健康(00241)目标价至8港元 长远仍持乐观看法","url":"https://stock-news.laohu8.com/highlight/detail?id=2636868878","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636868878?lang=zh_cn&edition=full","pubTime":"2026-05-19 09:33","pubTimestamp":1779154403,"startTime":"0","endTime":"0","summary":"公司正从医药电商平台，策略性转型为全面整合的“医药全栈”营运商，并以医疗人工智能作为未来的结构性增长引擎。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260519/20260519093414_37291.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260519/20260519093414_37291.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443247.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["EWH","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636027503","title":"蒋凡的压力比吴泳铭还大","url":"https://stock-news.laohu8.com/highlight/detail?id=2636027503","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636027503?lang=zh_cn&edition=full","pubTime":"2026-05-18 18:49","pubTimestamp":1779101391,"startTime":"0","endTime":"0","summary":"文｜听潮Ti2024 杨锋5月13日，阿里巴巴发布截至2026年3月31日的季度财报以及2026财年财报。换个视角看，阿里财报的这份割裂性背后，现阶段，蒋凡的压力或许比吴泳铭还要大。至此，压力最大的或许是蒋凡。2026年一季度，阿里云智能集团收入416.26亿元，同比增长38%。利润端，云智能集团的经调整EBITA为37.96亿元，同比增长57%。更刺激市场神经的是吴泳铭对未来的展望。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1778836391533099710","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["HK0000165453.HKD","BK1247","BK1571","BK1591","BK1584","BK1589","BK1189","BK1617","BK1501","BK1610","BK1615","BK1142","BK1515","BK1502","00241"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636905028","title":"瑞银：降阿里健康(00241)目标价至3.6港元 投资增加令盈利能见度下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2636905028","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636905028?lang=zh_cn&edition=full","pubTime":"2026-05-18 15:24","pubTimestamp":1779089063,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，阿里健康2026财年业绩收入未达预期，且因加大对人工智能及供应链的投资，2027财年经调整净利润指引低于市场预期。该行认为公司的盈利能见度下降，维持“沽售”评级，因应收入增长放缓及利润率受压，瑞银下调集团2027至2029财年盈利预测12%至14%，并将目标价从4.1港元下调至3.6港元。报告指出，阿里健康管理层已升级其业务策略，并将通过整合B2C与O2O业务以及发展医疗AI，专注于创新药。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442844.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","00241"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636042917","title":"港股异动 | 阿里健康(00241)再跌超3%创逾一年新低 绩后多家大行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2636042917","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636042917?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:23","pubTimestamp":1779085428,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，阿里健康再跌超3%，触及4.08港元创去年4月以来新低。里昂也表示，创新药继续是阿里健康的战略增长动力，但利润或会因持续投资于创新药和医疗人工智能而下跌。为反映相关投资，里昂下调阿里健康2027至2028财年经调整净利润预测23%，目标价相应由5.3港元下调至4.7港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442817.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2636428420","title":"阿里健康(00241)下跌3.54% 机构指利润或因投资于创新药、医疗AI而下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2636428420","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636428420?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:00","pubTimestamp":1779084049,"startTime":"0","endTime":"0","summary":"金吾财讯 | 阿里健康 跌超3%，截止发稿，最新报4.10港元，下跌3.54%，成交额4.87亿港元。消息面上，里昂研究认为，阿里健康26财年下半年收入略低于预期，但利润大致符合预期。该行认为，创新药继续是阿里健康的战略增长动力，但利润或会因持续投资于创新药和医疗人工智能而下跌。里昂下调阿里健康2027至2028财年经调整净利润预测23%，目标价相应由5.3港元下调至4.7港元，对应潜在升幅11%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981614","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1247","159992","BK1501","BK1502","06978","BK1591","HK0000165453.HKD","BK1161","BK1589","BK1574","BK1615","BK1189","BK1571","BK1610","BK1515","00241","BK1617","150261","BK1142","BK1584"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636098645","title":"阿里健康“削藩”，给AI填坑？","url":"https://stock-news.laohu8.com/highlight/detail?id=2636098645","media":"钛媒体","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636098645?lang=zh_cn&edition=full","pubTime":"2026-05-17 09:00","pubTimestamp":1778979600,"startTime":"0","endTime":"0","summary":"换句话说，就是阿里体内所有同医疗、健康有关的所有业务，都在组织架构上被“移交”给了阿里健康。与此同时，阿里健康2026财年业绩显示，截至2026年3月31日，公司实现营收342.55亿元，同比增长12%；净利润19.36亿元，同比增长35.2%；调整后净利润23.26亿元，同比增长19.3%。阿里健康此次在医药板块的收拢，与集团的战略收缩节奏保持一致。但阿里健康2026财年的毛利率为已较上年下降至24％。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8tC7QxVUajS","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["CHAT","BK1247","ARTY","BK1584","00241","AGIX","AIPO","BK1571","BK1610","BK1502","BK1189","HK0000165453.HKD","BK1617","BK1589","BK1591","BK1615","BK1515","BK1142","BK1501"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635089039","title":"医药电商赚钱效率强于药店：同卖100元的药，药店赚3元、电商可赚6元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635089039","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635089039?lang=zh_cn&edition=full","pubTime":"2026-05-15 19:22","pubTimestamp":1778844134,"startTime":"0","endTime":"0","summary":"药店行业的关店潮还未刹住车，2025年全国净减少的药店数量就达到2.2万家，这背后不是单纯的数字消减，而是整个医药零售市场格局正在重构中。与线下药店行业遭遇的低谷期相比，医药电商企业的业绩持续表现抢眼。阿里健康（00241.HK）5月14日晚间发布的2026财年业绩（从2025年4月1日至2026年3月31日）显示，公司净利润同比35.2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605153739107353.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605153739107353.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1247","BK1502","86618","BK1142","BK1589","SGXZ62798434.SGD","BK1515","BK1615","BK1591","00241","06618","LU0051755006.USD","LU0456827905.SGD","BK1584","BK1501","SGXZ86797644.SGD","BK1571","BK1189","BK1610","BK1583","BK1617"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635670978","title":"花旗：阿里健康给予“买入/高风险”评级 目标价为9港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635670978","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635670978?lang=zh_cn&edition=full","pubTime":"2026-05-15 15:45","pubTimestamp":1778831100,"startTime":"0","endTime":"0","summary":"　　花旗发布研报称，对阿里健康的目标价为9港元，评级“买入/高风险”。　　阿里健康公布截至今年3月底止全年业绩，收入同比增长12%至342.55亿元人民币（下同），纯利同比增长35%至19.36亿元。　　该行指出，阿里健康直接销售业务表现优于预期，全年收入同比增长14%至297亿元，增速有所加快。医疗健康及数字服务业务收入同比增长7.5%至9.52亿元。截至3月底，公司现金及银行存款为54.34亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2026-05-15/doc-inhxyimn6504876.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["EWH","00241"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635977431","title":"阿里系健康布局调整 “B2C+O2O”医药业务将由阿里健康统一指挥","url":"https://stock-news.laohu8.com/highlight/detail?id=2635977431","media":"新浪科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635977431?lang=zh_cn&edition=full","pubTime":"2026-05-15 12:22","pubTimestamp":1778818920,"startTime":"0","endTime":"0","summary":"新浪科技讯 5月15日午间消息，阿里健康董事会主席兼首席执行官沈涤凡在2026财年财报分析师电话会上透露：阿里健康将统一指挥“B2C+O2O”下的医药业务板块，以便紧密协同、形成合力。　　沈涤凡表示：“集团内部B2C和O2O闪购板块的医药业务成立了专项小组，由阿里健康统一指挥。我们会在不同的场景去满足消费者的健康需求。”","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/2026-05-15/doc-inhxxwvn8223564.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1161","LU1242518931.SGD","LU0651946864.USD","LU1048596156.SGD","BK4548","BK4607","BABO","BK4579","BK1617","BK4581","BK4575","LU1823568750.SGD","09988","LU0251143458.SGD","LU0348816934.USD","LU0545039389.USD","LU1242518857.USD","LU2148611432.USD","BK4531","BABU","BK1247","LU1282648689.USD","BK1515","LU1051768304.USD","LU1769817179.HKD","BBYY","00241","LU0553294199.USD","LU0328353924.USD","LU0651947912.USD","LU1051769294.HKD","BK4587","BK4122","LU1046421795.USD","LU1008478684.HKD","BK4527","BK1610","IE00BFMHRM44.USD","LU1105468828.SGD","LU0348814723.USD","LU1267930227.SGD","LU0072913022.USD","LU0661504455.SGD","IE00B0JY6N72.USD","LU1152091168.USD","BK1591","BK4543","BK1502","BK1571","LU0738911758.USD","LU0918141705.HKD","BK4533","LU1048588211.SGD","LU1769817096.USD","LU0067412154.USD","LU0456842615.SGD","BK4503","LU0949170772.SGD","BK1501","BK1589","BK4585","BK4554","BK4558","BK4505","BABW","BK4524","LU1003077747.HKD","BK4526","LU0821914370.USD","KBAB","BK1615","BK1584","LU2226246903.HKD","LU0918141887.USD","LU1515016050.SGD","LU1880383366.USD","LU0797268264.HKD","LU0106959298.USD","LU1046422090.SGD","LU1152091754.HKD","BK1574","LU1235294995.USD","BK4538","BK4588","LU0072462343.USD","BK4565","BK4614","LU0310800965.SGD","LU0880133367.SGD","BK4502","BABX","LU0128525689.USD","BK4535","LU0052756011.USD","BK1189","LU0047713382.USD","BK4504","BK4534","LU0501845795.SGD","IE00BF5LJ272.USD","BK4220","LU1688375341.USD","LU0979878070.USD","BK1142"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635771239","title":"港股午评|恒生指数早盘跌0.87%      机器人板块逆市大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2635771239","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635771239?lang=zh_cn&edition=full","pubTime":"2026-05-15 12:00","pubTimestamp":1778817625,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.87%，跌229点，报26159点；恒生科技指数跌1.26%。港股早盘成交1511亿港元。机器人产业进入量产博弈阶段。均胜电子涨6%，公司聚焦机器人核心部件以及相关总成方案。通用Token降价引爆市场需求，迅策垂类Token溢价及需求坚挺。阿里健康跌超6%，年度经调整净利同增19.3%，公司CFO发生变更。建滔积层板跌4.87%，中国巨石宣布扩产，花旗料短期或对公司造成负面市场情绪。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442090.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02715","BK4585","BK1116","01801","600362","603986","00358","513600","02432","603127","06127","002747","BK1183","01208","01888","02833","00241","MCHmain","02692","03986","HHImain","HSI","BK4588","02591","600699","003021","00699","HSTECH","03317"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635577146","title":"美银证券：阿里健康(00241)业绩符预期 派特别息属惊喜 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2635577146","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635577146?lang=zh_cn&edition=full","pubTime":"2026-05-15 11:39","pubTimestamp":1778816370,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美银证券发布研报称，阿里健康3月底止2026财年业绩处于指引范围内，略低于市场预期，意味着下半财年增长放缓。不过，该行认为公司派发特别息的举措带来正面惊喜。美银证券对阿里健康提升股东回报感到鼓舞，维持其“买入”评级，目标价为6港元。美银证券相信，下半财年放缓主要归因于医疗器械类别，而药品类别增长仍然快速。公司宣布派发总额达31.4亿元人民币的股息，包括普通股息及特别股息，相当于股息率接近5%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442093.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00241","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635799707","title":"大行评级丨花旗：阿里健康全年业绩大致符合预期，首次派息展现信心","url":"https://stock-news.laohu8.com/highlight/detail?id=2635799707","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635799707?lang=zh_cn&edition=full","pubTime":"2026-05-15 11:27","pubTimestamp":1778815621,"startTime":"0","endTime":"0","summary":"花旗发表报告指，阿里健康公布截至今年3月底止全年业绩，收入同比增长12%至342.55亿元，纯利同比增长35%至19.36亿元，经调整纯利同比增长19%至23.26亿元，经调整纯利率同比提升40个基点至6.8%。整体业绩大致符合花旗预期，亦处于管理层早前在4月预览电话会议上给出的最新指引范围内(收入增长10%至15%、经调整纯利增长10%至20%)。董事会建议派发末期股息每股5.95分及特别股息每股13.52分，为公司历史上首次派息，展现了其对现金生成能力和资本回报的强大信心。花旗对阿里健康目标价为9港元，评级“买入/高风险”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260515/32227101.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["00241"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635775462","title":"港股科网股集体走弱 哔哩哔哩(09626)跌6.77% 机构建议聚焦AI布局与战略调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2635775462","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635775462?lang=zh_cn&edition=full","pubTime":"2026-05-15 10:29","pubTimestamp":1778812148,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股科网股集体走弱，小米集团W  跌 1.95%，阿里巴巴W  跌 1.96%，网易S  跌 2.50%，美团W  跌 2.45%，贝壳W  跌 2.51%，百度集团SW  跌 2.91%，阿里健康  跌 3.52%，京东健康  跌 4.38%，哔哩哔哩W  跌 6.77%华源证券研报认为，市场重点关注头部互联网企业对AI业务的阐述及资本开支指引。AI 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