Intuitive Surgical股价下跌,因“奥巴马医改”的不确定性给业绩预期蒙上阴影

路透中文
Jul 17
BUZZ-Intuitive Surgical股价下跌,因“奥巴马医改”的不确定性给业绩预期蒙上阴影

7月17日 - ** 直觉外科公司ISRG.O)股价在盘前交易中暴跌10.85%,至358.68美元

** 该公司表示,保险覆盖范围及保费动态的变化可能影响 患者就医的时间及进行治疗

**维持对2026年达芬奇手术机器人全球手术量增长约13.5%至15.5%的预测,但预计实际增长将更接近该区间的中点

** 贝德证券(Baird)分析师大卫·雷斯科特(David Rescott)表示,尽管管理层重申了2026财年手术量增长预期,但影响的确切程度及未来影响的持续时间尚不明确,该预期已涵盖了多种增长放缓的情景

** 受“奥巴马医改”(即《平价医疗法案》)计划中增强型保费补贴到期影响的患者,对第二季度美国达芬奇手术量增长造成了轻微负面影响——ISRG

** 该公司补充称,美国达芬奇减重手术病例继续受到GLP-1药物使用量上升的影响,本季度降幅达高个位数

** 截至上一交易日收盘,该股年内累计跌幅达29%

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