异动解读 | 医改补贴或延长两年,Oscar Health盘前大涨23.29%

异动解读
Nov 24, 2025

周一盘前,美国健康保险公司Oscar Health, Inc.(股票代码:OSCR)股价大涨23.29%,引发市场关注。这一显著涨幅与最新传出的医疗政策消息密切相关。

据报道,白宫预计将很快公布一项新的医疗政策框架,其中一项重要内容是将即将于下月底到期的奥巴马医改补贴延长两年。这一消息对包括Oscar Health在内的多家美国医疗保险公司产生了积极影响。

除Oscar Health外,其他医疗保险公司的股票也在盘前交易中普遍上涨。例如,康西哥(Centene)涨幅接近9%,联合健康(UnitedHealth)上涨超过2%。这表明投资者普遍认为,奥巴马医改补贴的潜在延长将对整个医疗保险行业产生积极影响。

分析人士指出,如果奥巴马医改补贴得以延长,将有助于维持更多美国民众的医疗保险覆盖,这可能会增加医疗保险公司的客户群和收入。对于Oscar Health这样专注于个人和小型企业医疗保险市场的公司来说,这一政策变化可能会带来更显著的利好。

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