5月14日,联合健康股价在盘后交易中大跌5.19%,引发市场广泛关注。此次股价下跌主要受到以下几个因素的影响:
首先,联合健康突然宣布CEO安德鲁・威蒂(Andrew Witty)因个人原因辞职,原董事长斯蒂芬・海姆斯利(Stephen Hemsley)重新执掌公司。这一突如其来的高层变动引发了投资者对公司未来发展方向的担忧。
其次,公司因医疗成本飙升而暂停了年度业绩预测,这进一步加剧了市场的不确定性。多家华尔街分析机构随后下调了联合健康的目标价,包括摩根士丹利将目标价从563美元下调至374美元,德意志银行将目标价从521美元下调至362美元,富国银行更是将目标价从677美元大幅下调至351美元。这些分析师的悲观情绪进一步打压了股价。
虽然新任CEO海姆斯利将获得100万美元的基本年薪和一次性6000万美元的股权奖励,但市场似乎并未因此感到安心。投资者仍在密切关注联合健康能否在新的领导下应对当前的挑战,特别是如何控制飙升的医疗成本并恢复市场信心。
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