Glaukos Corp (GKOS.N) 股价下挫4.5%至99.50美元，此前医疗保险提议削减眼外科手术报销引发市场担忧。医疗保险与医疗补助服务中心(CMS)周一宣布修订2026年医疗保险医生费用表计划，旨在降低浪费性支出、优化慢性病管理并革新医疗提供者支付体系。 摩根大通分析师Allen Gong强调，拟议削减涵盖白内障手术和微创青光眼手术(MIGS)，可能对Glaukos的iStent及Inject产品在组合手术中的应用构成负面冲击。 券商报告显示，若方案最终敲定，白内障手术与白内障-MIGS组合手术的医生报销将削减约10.5%，其他MIGS手术报销则面临7.3%至9.2%的降幅。 Gong指出，此举为MIGS使用增添了额外复杂性，正值核心iStent和Inject产品因多设备使用模式转型而受扰之际。 他预期医疗界将强烈抵制相关变更。 计入盘间波动，该股年内累计下跌33.6%。
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