异动解读 | 联合健康盘中大跌10.86%,遭美司法部刑事调查

异动解读
May 16

美国最大健康保险公司联合健康集团(UnitedHealth Group)周四盘中股价大跌10.86%,引发市场广泛关注。这一跌势主要受到三大因素影响:公司高层突然变动、可能面临的刑事调查以及财务预测暂停。

据《华尔街日报》报道,美国司法部正在对联合健康集团展开刑事调查,怀疑其存在医疗保险(Medicare)欺诈行为。司法部医疗欺诈部门正主导此次调查,重点针对该公司Medicare Advantage业务的操作行为。尽管联合健康表示尚未收到司法部关于调查的正式通知,但这一消息无疑加剧了市场的不确定性。

与此同时,公司高层发生重大变动。联合健康首席执行官安德鲁·威蒂(Andrew Witty)突然辞职,原董事长斯蒂芬·赫姆斯利(Stephen Hemsley)将重新执掌公司。公司还以"医疗需求激增导致经营环境突变"为由,撤回此前发布的2025年财务指引。这些举动引发了投资者对公司未来发展方向的担忧,导致股价进一步下挫。

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