预期升温背后：平安好医生打造中国HMO新样板_老虎社区_美港股上老虎

预期升温背后：平安好医生打造中国HMO新样板

21世纪经济报道2025-12-17

21世纪金融研究院研究员林汉垚近日，摩根士丹利发布的一份研报，在互联网医疗行业投下了一枚“震撼弹”。该报告不仅将中国平安的目标价从70元大幅上调至近90元，更罕见预测其旗下平安好医生股价有望在年内实现翻倍。2025年前三季度，平安好医生在2024年首次扭亏为盈基础上再创新高：营收同比增长13.6%；净利润同比激增72.6%。虽然整体规模与京东、阿里仍有差距，但其差异化的商业模式与广阔前景令市场...

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