BUZZ-摩根大通称美国医院运营商第二季度业绩将超预期

路透中文
15 Jul
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>称美国医院运营商第二季度业绩将超预期

7月15日 - ** 摩根大通(J.P.Morgan)称,尽管政策可能发生变化,但HCA HCA.N、Tenet THC.N、Ardent Health ARDT.N和UHS UHS.N的第二季度业绩将好于预期。

** JPM 预计,由于《平价医疗法案》(Affordable Care Act exchanges)和医疗补助计划(Medicaid)的报销率提高、供应稳定和劳动力成本降低,医疗服务利用率上升,将带来有利的服务量趋势。

** 称 "美丽大法案 "后的医疗补助计划资金压力将影响盈利,但规模和时间不确定

** 预计到 2034 年,公司运营所在的 26 个州的医疗补助注册人数将减少约 590 万人

** 今年截至上次收盘,ARDT 下跌约 15%;但 HCA 增长约 27%,THC 增长 41%,而 UHS 增长 2.3

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