Elevance健康展望短期压力 尽管第三季度业绩好于预期

投资观察
Oct 21, 2025

0830 ET - 瑞穗的分析师表示,他们对Elevance健康的第三季度持积极态度。他们在研究报告中指出,由于税收减少和净投资收入增加,公司的盈利超出预期。尽管核心健康福利部门的运营利润率有所下降,收入依然超过预期。展望未来,分析师警告,2026年的增长可能会受到会员趋势、医疗补助利润压力和持续投资的影响。他们补充道:“公司预计到2027年将恢复平衡的盈利增长”,这突显了在短期逆风之后潜在的反弹。Elevance健康在盘前上涨3%。

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