智通财经APP获悉，阿里健康(00241)盘中涨近9%，2月已累计涨超60%。截至发稿，涨7.3%，报6.03港元，成交额17.37亿港元。
里昂发布研报称，中国互联网医疗保健行业正乘着AI浪潮发展，一众互联网医疗股于上周股价显着上涨，其中阿里健康与京东健康的股价上涨反映出市场目前对AI提升营运潜力抱有更乐观预期。该行认为，阿里健康可利用母公司阿里巴巴-W行业领先的基础大模型，推动其医药电商业务发展，而京东健康的AI投资范围更广，涵盖互联网医院等领域，并将受益于DeepSeek等新兴开源模型的大趋势。另外，去年底起各地爆发流感，该行认为可为阿里健康及京东健康的电商GMV增长带来上行空间。
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