周一盘中，奥斯卡健康（Oscar Health, Inc.）股价大跌15.46%，引发市场关注。这一跌势与整个医疗保险行业的普遍下滑相呼应，反映出投资者对美国政府最新政策动向的担忧。
据悉，美国参议院于周日推进了一项旨在结束政府停摆的措施。然而，这项协议仅包含了对延长《平价医疗法案》（Affordable Care Act）补贴进行投票的承诺，而非直接延长补贴。分析师认为，这大大降低了延长补贴的可能性。这些补贴原定于今年年底到期，是此次40天政府停摆的核心争议之一。
奥本海默分析师指出，这一发展可能对医疗保险公司产生双重打击。首先，补贴的潜在终止可能导致更健康的人群退出保险计划，从而影响成员的整体风险状况。其次，没有补贴支持，保险公司的财务压力可能增加。这一消息不仅影响了奥斯卡健康，整个行业都受到波及。例如，Centene下跌8.4%，Molina Healthcare下跌4.5%，Elevance Health下跌1.7%。这表明市场对整个医疗保险行业的前景持谨慎态度。
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