特朗普连任美国总统后,医疗保险行业出现分化。一些主要医疗保险公司股价在盘前大幅上涨,如西维斯健康(CVS)大涨6.36%。
分析人士认为,特朗普连任将有利于那些为65岁及以上人群提供医疗保险优势计划的公司,如Humana、UnitedHealth和Cigna等,它们在盘前上涨3%至8%。
而对于提供医疗补助计划的公司来说,情况则相反。摩根大通分析师指出,特朗普政府可能会削减这类项目资金,修改有关支出控制规则,因此Centene和Molina Healthcare盘前大跌4%至5%。
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