据美股投资网了解到,今年以来,美国医疗保险行业普遍面临成本飙升压力,整个板块陷入“盈利下修潮”。最典型的是行业龙头 联合健康(UNH)。4月,公司突然取消2025年业绩指引,并将全年每股收益预期从原来的 29.50–30.00美元 下调至 26–26.50美元,核心原因是其 Medicare Advantage(老年医保)业务的医疗赔付成本“远高于预期”。消息一出,股价盘中暴跌22%,创下多年单日...
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