周五盘前，美国医疗保险公司Molina Healthcare（MOH）股价大跌5.2%，引发市场关注。这一跌幅主要受公司最新财报业绩不及预期以及整个医疗保险行业面临的挑战所影响。
根据Molina Healthcare最新发布的2025财年第二季度财报显示，尽管公司前六个月累计收入同比增长13.95%达225.74亿美元，但净利润却同比下滑8.14%至5.53亿美元。每股基本收益从去年同期的10.38美元降至10.23美元。这一业绩表现不及市场预期，引发投资者担忧。
值得注意的是，整个医疗保险行业目前正面临严峻挑战。同一天，行业竞争对手Centene因医疗成本上升意外报告季度亏损，其股价在盘前交易中暴跌近13%。Centene的首席执行官萨拉·伦敦表示："我们对第二季度的业绩感到失望。"这一情况反映出整个行业普遍面临的问题，包括医疗成本上升、投保模式变化以及政府支持的保险计划成本增加等。这些因素可能也对Molina Healthcare的业务造成影响，进而导致其股价承压。
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