京东健康“反内卷”,业绩超预期,率先打通“医检诊药”闭环。©️懂财帝出品 ·作者|嘉逸过去十年,互联网医疗澎湃激荡,走过山峰,穿过谷底。如今,它正进入新的叙事周期。一个最重要的变化是:以前,创业公司大多“单点作战”,凭借互联网技术,聚焦医、检、诊、药中的某一个垂直领域,持续内卷。但随着中国医改迈入深水区,数亿患者的现实需求已经证明,这行不通。最直接的例证是,今年初,好大夫“卖身”蚂蚁集团。医、检、...
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