固生堂（02273）今日盘中大跌5.11%，引发市场关注。与此同时，招银国际发布的最新研报维持对固生堂的买入评级，这一反差引起了投资者的疑问。
根据招银国际的研报，固生堂2024年度业绩表现亮眼。公司收入同比增长30.1%至30.2亿元，经调整净利润同比增长31.4%至4.0亿元，超过分析师预期。研报指出，固生堂在医保监管趋严的情况下仍保持高速增长，彰显其作为龙头企业的合规性和发展势头。此外，公司在AI领域的布局也受到关注，计划于今年7月推出10个专家的AI分身，有望提升名医资源供给和年轻医生诊疗能力。
然而，尽管研报积极正面，固生堂股价仍出现大幅下跌。这一现象可能有以下几个原因：首先，投资者可能在利好消息发布后选择获利了结；其次，市场可能对公司增加AI投资的计划持谨慎态度，担心短期内可能影响利润；再者，尽管公司业绩优秀，但考虑到医疗保健行业的监管环境日趋严格，投资者可能对未来发展持保守态度。此外，整体市场氛围或行业趋势也可能影响个股表现。投资者需密切关注后续市场反应和公司公告，以更好地理解股价走势。
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