Truist上調美國健康保險公司目標價，因利潤率有望回升

路透中文

07/14

BUZZ-Truist上調美國健康保險公司目標價，因利潤率有望回升

7月14日 - ** Truist Securities 上調了美國健康保險公司 Centene（CNC.N）、CVS Health（CVS.N）、Elevance Health（ELV.N）、Humana（HUM.N）、Molina Healthcare（MOH.N）和 UnitedHealth（UNH.N）的目標價，同時維持評級不變

** 該券商認為，該行業「在政府業務領域仍存在多個階段的長期盈利復甦機會」

** 據LSEG數據顯示，標普500醫療保健管理子行業指數 .SPLRCHMO 今年迄今已上漲32.03%

** 該券商預計，在2027年聯邦醫療保險（Medicare）費率有利以及醫療補助計劃（Medicaid）利潤率可能於2026年觸底、2027年起回升的支撐下，政府支持計劃的利潤將有所改善

** Truist 還認為，《平價醫療法案》計劃將進一步增長，醫療使用量可控，並補充稱保險公司對 2026 年的成本和定價預測似乎較為保守

** 「我們對該集團在技術、自動化和人工智能領域的持續投資活動仍持樂觀態度，」Truist表示

** 該券商重申對Cigna（CI.N）、CNC、CVS、ELV和UNH的「買入」評級，並對HUM和MOH維持「持有」評級

Truist對目標價的調整：

公司	新目標價	原目標價
CNC	78美元	71美元
CVS	118美元	108美元
ELV	475美元	450美元
HUM	415美元	320美元
MOH	250美元	205美元
UNH	480美元	440美元

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** Truist Securities 上調了美國健康保險公司 Centene（CNC.N）、CVS Health（CVS.N）、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>（ELV.N）、Humana（HUM.N）、<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>（MOH.N）和 UnitedHealth（UNH.N）的目標價，同時維持評級不變** 該券商認為，該行業「在政府業務領域仍存在多個階段的長期盈利復甦機會」** 據LSEG數據顯示，標普500醫療保健管理子行業指數 .SPLRCHMO 今年迄今已上漲32.03%** 該券商預計，在2027年聯邦醫療保險（Medicare）費率有利以及醫療補助計劃（Medicaid）利潤率可能於2026年觸底、2027年起回升的支撐下，政府支持計劃的利潤將有所改善** Truist 還認為，《平價醫療法案》計劃將進一步增長，醫療使用量可控，並補充稱保險公司對 2026 年的成本和定價預測似乎較為保守** 「我們對該集團在技術、自動化和人工智能領域的持續投資活動仍持樂觀態度，」Truist表示 ** 該券商重申對Cigna（CI.N）、CNC、CVS、ELV和UNH的「買入」評級，並對HUM和MOH維持「持有」評級 Truist對目標價的調整： <table><tbody><tr><td>公司 </td><td>新目標價 </td><td>原目標價 </td></tr><tr><td>CNC</td><td>78美元</td><td>71美元</td></tr><tr><td>CVS</td><td>118美元</td><td>108美元</td></tr><tr><td>ELV</td><td>475美元</td><td>450美元</td></tr><tr><td>HUM</td><td>415美元</td><td>320美元</td></tr><tr><td>MOH</td><td>250美元</td><td>205美元</td></tr><tr><td>UNH</td><td>480美元</td><td>440美元</td></tr></tbody></table></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Truist上調美國健康保險公司目標價，因利潤率有望回升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTruist上調美國健康保險公司目標價，因利潤率有望回升\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n路透中文 \n2026-07-14 21:20\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Truist上調美國健康保險公司目標價，因利潤率有望回升</title></head><body>7月14日 - ** Truist Securities 上調了美國健康保險公司 Centene（CNC.N）、CVS Health（CVS.N）、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>（ELV.N）、Humana（HUM.N）、<a href=\"https://laohu8.com/S/MOH\">Molina Healthcare</a>（MOH.N）和 UnitedHealth（UNH.N）的目標價，同時維持評級不變** 該券商認為，該行業「在政府業務領域仍存在多個階段的長期盈利復甦機會」** 據LSEG數據顯示，標普500醫療保健管理子行業指數 .SPLRCHMO 今年迄今已上漲32.03%** 該券商預計，在2027年聯邦醫療保險（Medicare）費率有利以及醫療補助計劃（Medicaid）利潤率可能於2026年觸底、2027年起回升的支撐下，政府支持計劃的利潤將有所改善** Truist 還認為，《平價醫療法案》計劃將進一步增長，醫療使用量可控，並補充稱保險公司對 2026 年的成本和定價預測似乎較為保守** 「我們對該集團在技術、自動化和人工智能領域的持續投資活動仍持樂觀態度，」Truist表示 ** 該券商重申對Cigna（CI.N）、CNC、CVS、ELV和UNH的「買入」評級，並對HUM和MOH維持「持有」評級 Truist對目標價的調整： <table><tbody><tr><td>公司 </td><td>新目標價 </td><td>原目標價 </td></tr><tr><td>CNC</td><td>78美元</td><td>71美元</td></tr><tr><td>CVS</td><td>118美元</td><td>108美元</td></tr><tr><td>ELV</td><td>475美元</td><td>450美元</td></tr><tr><td>HUM</td><td>415美元</td><td>320美元</td></tr><tr><td>MOH</td><td>250美元</td><td>205美元</td></tr><tr><td>UNH</td><td>480美元</td><td>440美元</td></tr></tbody></table></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0433182093.SGD","symbol_name":"First Eagle Amundi International AS-C SGD","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260714:nL4T43G1HO:1","article_id":"2651109323","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651109323","pubTimestamp":1784035229,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Truist上調美國健康保險公司目標價，因利潤率有望回升7月14日-** Truist Securities 上調了美國健康保險公司 Centene（CNC.N）、CVS Health（CVS.N）、Elevance Health（ELV.N）、Humana（HUM.N）、Molina Healthcare（MOH.N）和 UnitedHealth（UNH.N）的目標價，同時維持評級不變","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0320765059.SGD":"FTIF - 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** Truist Securities 上調了美國健康保險公司 Centene（CNC.N）、CVS Health（CVS.N）、Elevance Health（ELV.N）、Humana（HUM.N）、Molina Healthcare（MOH.N）和 UnitedHealth（UNH.N）的目標價，同時維持評級不變** 該券商認為，該行業「在政府業務領域仍存在多個階段的長期盈利復甦機會」** 據LSEG數據顯示，標普500醫療保健管理子行業指數 .SPLRCHMO 今年迄今已上漲32.03%** 該券商預計，在2027年聯邦醫療保險（Medicare）費率有利以及醫療補助計劃（Medicaid）利潤率可能於2026年觸底、2027年起回升的支撐下，政府支持計劃的利潤將有所改善** Truist 還認為，《平價醫療法案》計劃將進一步增長，醫療使用量可控，並補充稱保險公司對 2026 年的成本和定價預測似乎較為保守** 「我們對該集團在技術、自動化和人工智能領域的持續投資活動仍持樂觀態度，」Truist表示 ** 該券商重申對Cigna（CI.N）、CNC、CVS、ELV和UNH的「買入」評級，並對HUM和MOH維持「持有」評級 Truist對目標價的調整： 公司 新目標價 原目標價 CNC78美元71美元CVS118美元108美元ELV475美元450美元HUM415美元320美元MOH250美元205美元UNH480美元440美元","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}