医疗保险股重挫，哈门那跌超20%，联合健康跌超19%，CVS健康跌超10%。 消息面上，联合健康公布2025年Q4业绩，营收为1132亿美元，低于预期；调整后EPS同比下降69.02%至2.11美元。该公司预测2026年总收入将超过4390亿美元，同比下降2%，低于分析师的预期。数据显示，这将是联合健康自1989年以来首次出现年度收入下滑。 此外，美国政府提议明年将联邦医疗保险(Medicare)私人计划的支付费率维持在当前水平。美国医疗保险和医疗补助服务中心(CMS)在公告中表示，预计2027年联邦医保优势计划(Medicare Advantage)的支付费率仅将上调0.09%，远低于分析师此前预期的高达6%的增幅。(格隆汇)
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