联合健康（UNH）今日夜盘股价大幅上涨7.69%，引起了市场的广泛关注。
消息面上，此次上涨主要受到两大积极因素的推动。首先，美国医疗保险和医疗补助服务中心（CMS）最终确定，2027年向私营保险公司支付的医疗保险优势项目费用将平均提高2.48%，远高于1月份提出的0.09%的初始涨幅。考虑到与健康状况相关的风险评估调整，保险公司的总支付额预计将增加约5%，此举将为相关计划带来超过130亿美元的额外付款，显著缓解了投资者对该行业盈利压力的担忧。
其次，华尔街分析师对公司的前景转向乐观。Raymond James近期将联合健康的评级从“与大市持平”上调至“跑赢大市”，并设定了330美元的目标价。分析师认为，公司在一般及行政费用方面有更多节省空间，其Optum Health部门的利润率可见度有所改善，且公司关闭或出售亏损小型诊所的措施有望支撑利润率。
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