BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑

路透中文

Jul 01

BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑

7月1日 - ** 在美国医疗保险和医疗补助服务中心（Centers for Medicare & Medicaid Services）建议将2026年医疗保险支付额削减6.4%后，家庭保健和临终关怀服务提供商的股票盘前下跌 (link)

** Enhabit EHAB.N下跌8%至8.86美元，Amedisys AMED.O下跌1.3%至97.10美元。

** 据CMS估计，与2025年相比，周一的建议将使该行业减少11亿美元的支出

** 奥本海默称拟议的削减比行业预期 "严重得多"，并警告称这将对家庭医疗行业造成 "毁灭性 "打击

** 券商称，每削减 1%，Amedisys 和 Enhabit 等公司的盈利就会受到直接打击

** 杰富瑞估计，这一削减将使 AMED 和 EHAB 的息税折旧摊销前利润分别减少约 5500 万美元和 3000 万美元。

** 不过，TD Cowen 的分析师表示，他们预计 HHA 行业将大力游说 CMS，以争取减免临时削减，这表明最终的削减幅度可能会较小。

** 截至上次收盘，EHAB上涨了23.4%，AMED上涨了8.4%。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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Medicaid Services）建议将2026年医疗保险支付额削减6.4%后，家庭保健和临终关怀服务提供商的股票盘前下跌 (link) </p><p> ** Enhabit <span>EHAB.N</span>下跌8%至8.86美元，Amedisys <span>AMED.O</span>下跌1.3%至97.10美元。 </p><p> ** 据CMS估计，与2025年相比，周一的建议将使该行业减少11亿美元的支出</p><p> ** 奥本海默称拟议的削减比行业预期 \"严重得多\"，并警告称这将对家庭医疗行业造成 \"毁灭性 \"打击</p><p> ** 券商称，每削减 1%，Amedisys 和 Enhabit 等公司的盈利就会受到直接打击</p><p> ** <a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>估计，这一削减将使 AMED 和 EHAB 的息税折旧摊销前利润分别减少约 5500 万美元和 3000 万美元。</p><p> ** 不过，TD Cowen 的分析师表示，他们预计 HHA 行业将大力游说 CMS，以争取减免临时削减，这表明最终的削减幅度可能会较小。</p><p> ** 截至上次收盘，EHAB上涨了23.4%，AMED上涨了8.4%。</p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2025-07-01 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑</title></head><body><p><span>7月1日</span><span> - </span> ** 在美国医疗保险和医疗补助服务中心（Centers for Medicare &amp; Medicaid Services）建议将2026年医疗保险支付额削减6.4%后，家庭保健和临终关怀服务提供商的股票盘前下跌 (link) </p><p> ** Enhabit <span>EHAB.N</span>下跌8%至8.86美元，Amedisys <span>AMED.O</span>下跌1.3%至97.10美元。 </p><p> ** 据CMS估计，与2025年相比，周一的建议将使该行业减少11亿美元的支出</p><p> ** 奥本海默称拟议的削减比行业预期 \"严重得多\"，并警告称这将对家庭医疗行业造成 \"毁灭性 \"打击</p><p> ** 券商称，每削减 1%，Amedisys 和 Enhabit 等公司的盈利就会受到直接打击</p><p> ** <a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>估计，这一削减将使 AMED 和 EHAB 的息税折旧摊销前利润分别减少约 5500 万美元和 3000 万美元。</p><p> ** 不过，TD Cowen 的分析师表示，他们预计 HHA 行业将大力游说 CMS，以争取减免临时削减，这表明最终的削减幅度可能会较小。</p><p> ** 截至上次收盘，EHAB上涨了23.4%，AMED上涨了8.4%。</p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4196","symbol_name":"保健护理服务","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250701:nL4S3SY0ZG:1","article_id":"2548004820","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2548004820","pubTimestamp":1751375194,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑7月1日 -  ** 在美国医疗保险和医疗补助服务中心建议将2026年医疗保险支付额削减6.4%后，家庭保健和临终关怀服务提供商的股票盘前下跌   ** Enhabit EHAB.N下跌8%至8.86美元，Amedisys AMED.O下跌1.3%至97.10美元。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4196":"保健护理服务","EHAB":"Enhabit, Inc.","AMED":"阿米斯医疗"},"translate_title":"BUZZ-CMS proposes drastic cuts to health insurance as home-based healthcare companies slip","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMED":0.9,"EHAB":0.9},"content_text":"BUZZ-CMS 提议大幅削减医疗保险，居家医疗企业业绩下滑7月1日 -  ** 在美国医疗保险和医疗补助服务中心（Centers for Medicare & Medicaid Services）建议将2026年医疗保险支付额削减6.4%后，家庭保健和临终关怀服务提供商的股票盘前下跌 (link)  ** Enhabit EHAB.N下跌8%至8.86美元，Amedisys AMED.O下跌1.3%至97.10美元。  ** 据CMS估计，与2025年相比，周一的建议将使该行业减少11亿美元的支出 ** 奥本海默称拟议的削减比行业预期 \"严重得多\"，并警告称这将对家庭医疗行业造成 \"毁灭性 \"打击 ** 券商称，每削减 1%，Amedisys 和 Enhabit 等公司的盈利就会受到直接打击 ** 杰富瑞估计，这一削减将使 AMED 和 EHAB 的息税折旧摊销前利润分别减少约 5500 万美元和 3000 万美元。 ** 不过，TD Cowen 的分析师表示，他们预计 HHA 行业将大力游说 CMS，以争取减免临时削减，这表明最终的削减幅度可能会较小。 ** 截至上次收盘，EHAB上涨了23.4%，AMED上涨了8.4%。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}