联合健康集团股价在经历连续六个交易日下跌后，5月22日盘中反弹逾1.4%，有望终结本轮连跌走势。此轮反弹主要受到瑞银集团大幅上调目标价的积极信号提振。

　　瑞银分析师A.J． Rice在5月22日发布的研究报告中将联合健康的目标价从410美元大幅上调至460美元，同时维持买入评级。瑞银指出，管理式医疗组织在一季度业绩普遍超出预期后上调了业绩指引，受益于有利的呼吸道趋势和季节性成本模式。同时，Medicare Advantage费率的改善和Medicaid业务的适度超预期表现，增强了市场对利润率复苏的信心。

　　值得警惕的是，联合健康此前六连跌的主要压力来自股神巴菲特的伯克希尔哈撒韦公司在第一季度清仓式减持联合健康。根据SEC文件，伯克希尔将其持有的330万股联合健康股票全部出售。这一消息一度引发市场对公司基本面的担忧。

　　不过，财报数据显示公司基本面依然稳健。联合健康一季度营收达1116.5亿美元，同比增长2%，每股收益7.23美元，均超出市场预期。公司重申2026财年每股收益指引为18.25美元左右。目前华尔街对该股的共识评级为适度买入，平均目标价约为385.39美元。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：张俊 SF065

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.