$平安好医生(018_老虎社区_美港股上老虎 - 老虎社区

$平安好医生(01833)$花旗银行给予平安好医生(01833)“买入”评级，并看高目标价至60港元/股，潜在升值空间高达80%。所以当前一定会度过难关

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燃烧我的卡路里
2018-12-27
燃烧我的卡路里
平安好医生虽然在利用低频方面获取了收入，但也面临潜在风险：
首先，用户本身如果发现这个服务不常用，极有可能会降低第二年的续费（这是针对2C用户，如果2B2C则不一定存在这个问题）；
其次，活跃用户量的下降也会直接造成广告收入的损失，以及弱化了未来潜在变现能力；再次，活跃用户的下降还会严重影响到资本市场对于公司的估值，这才是最致命的
燃烧我的卡路里
2018-12-25
燃烧我的卡路里
事实上互联网医疗产品质量的差异化，往往不在普通互联网的UI（用户交互）、UE（用户体验）等方面，而是在于能否实现最终目的（这一点在“随便试试”与“真实场景”两种情况下会有截然不同的感受），而是否能达到目的（在线咨询清楚疾病或健康问题，是否能够约到想挂号的医生，是否能够便宜快捷买到想买的药），最终往往在于“医疗资源”的充沛程度以及产业链资源的整合能力，这些都不是互联网产品经理能够实现的。
天天小食堂
2018-12-21
天天小食堂
怕是没有退路了，死党挺你，好医生！
小老哥
2018-12-20
小老哥
等等看，说不定还能上来
小猪配Cai
2018-12-20
小猪配Cai
平安好医生的估值被低估了的

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5

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