联合健康集团(UnitedHealth Group)长期以来凭借其垂直整合模式在医疗健康行业占据主导地位,但目前这种模式正成为其软肋。 医疗成本飙升、监管收紧和政治审查加剧,使得其股价今年下跌近40%,前CEO Brian Thompson被暗杀,现CEO Andrew Witty被迫离职。 投资者对联合健康持续超预期盈利的盲目信任已不复存在,估值溢价也随之消失。这个曾被视为医疗保健未来方向、并被...
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