周二盘中，康西哥（CNC）股价大跌5.03%，引发市场关注。
消息面上，摩根大通分析师将康西哥的目标价从48美元大幅下调至30美元，同时维持"中性"评级。分析师表示，康西哥仍然是一个执行故事，关注点在于其能否实现2025年下半年的预期，并在2026年从平价医疗法案（ACA）中恢复利润率。
此外，摩根大通还指出，由于政策的不确定性和2026年ACA交易所可能面临的挑战，管理式医疗保健公司面临风险。不过分析师也认为，康西哥在医疗补助领域拥有领先的市场份额，预计随着各州向管理式医疗过渡，管理式医疗的渗透率将持续上升。截至上个交易日收盘，康西哥股价今年以来已累计下跌约56%。
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