联合健康集团定于4月21日（周二）公布第一季度业绩，投资者正关注医疗成本上升以及更严格的医疗保险优惠计划规定是否开始缓解的迹象。
这家健康保险公司的股价今年已下跌近17%，原因是业绩指引疲软以及其医疗保险优惠计划业务面临压力。即便如此，该股最近还是进入了嘉信美国股息股票ETF的前十大持仓，表明一些投资者仍看到了复苏的潜力。
华尔街预计联合健康第一季度调整后每股收益为6.69美元，较去年同期下降8%，营收为1095.8亿美元，与去年同期基本持平。期权交易员预计财报公布后股价将出现约9%的上下波动。
分析师在财报发布前保持谨慎乐观。Raymond James最近将联合健康的评级从“与大市持平”上调至“跑赢大市”，并设定了330美元的目标价，理由是其在一般及行政费用方面有更多节省空间，且Optum Health部门的利润率可见度有所改善。
该公司还关闭或出售了几家亏损的小型诊所，这可能有助于支撑利润率。
责任编辑：张俊 SF065
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