腾讯医疗公司Teladoc Health Inc.(TDOC.US)今日盘中大涨5.03%,引发市场广泛关注。
消息面上,高盛对医疗信息技术(HCIT)和数字健康行业发布研究报告。报告认为,在疫情影响下,虚拟护理模式曾出现调整,但行业运营环境正趋向正常化,未来仍存在催化剂推动行业发展。
高盛维持对Teladoc Health的买入评级,并将12个月目标价从14美元上调至16美元。分析师认为,该公司基本面趋稳,2025年底至2026年及以后,收入增长和调整后EBITDA利润率有望改善。当前股价估值仍具有吸引力的风险回报比。
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