周二(5月13日)盘中,美国最大的私人健康保险公司之一联合健康集团(UnitedHealth Group,股票代码:UNH)股价大幅下挫,截至发稿时跌幅已达12.06%。这一显著跌幅主要源于公司发布的一系列重大消息。
根据公司最新公告,联合健康首席执行官安德鲁·威蒂(Andrew Witty)因个人原因突然辞职,即刻生效。公司董事会主席斯蒂芬·海姆斯利(Stephen Hemsley)将接任CEO职位。与此同时,公司还宣布暂停其2025年的财务展望,这一决定主要是由于医疗支出预计将高于此前预期。
联合健康表示,许多新加入的医疗保险优势计划(Medicare Advantage)受益人的医疗费用仍然高于预期水平。这一情况可能会对公司的盈利能力产生负面影响,引发了投资者的担忧。尽管公司预计将在2026年恢复增长,但短期内的运营压力和突然的管理层变动显然已经对投资者信心产生了严重的负面影响,导致股价大幅下跌。
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