高盛:阿里健康_ TechNet China 2025_关键要点_有信心实现全年业绩指引,对线上到线下业务的思考
Alibaba Health (0241.HK): TechNet China 2025 Key Takeaways: Confident to deliver full year guidance, thoughts on O2O business We hosted Alibaba Health CFO and IR team with investors during GS TechNet China 2025 in Shanghai, where investors' key focus and our takeaways centered around: 1) FY26 guidance and latest update, where management noted confidence to deliver or even exceed its FY26 guidance of 5%-10% yoy topline growth and 10%-20% yoy adj. NP growth. 2) Asset injection potential from parentco, where m ...