周一盘中，美国最大的私人健康保险公司之一联合健康（UNH）股价大跌5.01%，引发市场广泛关注。此次下跌主要源于公司近期发布的"不寻常且不可接受"的季度业绩报告，以及多家券商随后下调了该公司的目标价。
据悉，联合健康报告称，由于医疗成本高于预期，公司出现了季度盈利缺失，并下调了全年业绩展望。这一消息导致至少六家券商下调了该股的目标价，目标价中位数降至596.64美元。摩根大通分析师认为，联合健康正在积极应对当前挑战，但预计这些困难将持续一年。
此外，Oppenheimer指出，联合健康面临一些具体问题，特别是主要竞争对手退出市场对其OptumHealth业务的影响，在第二季度成本趋势明朗之前可能会造成短期不确定性。尽管如此，Piper Sandler仍然看好公司前景，认为联合健康的稳定性和综合医疗服务资产将支持其在2026财年实现复苏和持久的盈利增长。投资者应密切关注公司后续的业绩表现和行业动态。
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