达维塔高管预计2026年将面临约4000万美元逆风 主因交易所计划增强保费税收抵免政策到期

美股速递
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达维塔保健(DaVita HealthCare Partners)高管近日透露,随着针对交易所医保计划的增强型保费税收抵免政策将于2026年到期,公司预计将面临约4000万美元的财务逆风。

这一预测凸显了医疗保健行业对政策变动的敏感性。税收抵免政策的终止可能影响民众参与医保交易所计划的积极性,进而对达维塔等依赖相关医保计划的医疗服务提供商造成收入压力。

公司管理层表示已开始制定应对策略,通过优化运营效率和成本结构来缓解潜在冲击。不过具体影响程度仍将取决于最终的政策走向和市场反应。

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