周三大选夜,现任总统特朗普在两党激烈对决中成功连任,这一结果令华尔街医疗保险公司股价出现分化行情。
在操盘手看来,特朗普政府有望继续维护和加强面向老年人的Medicare Advantage计划,使得在这一细分市场占据领先地位的公司Humana获益。该公司在盘前大涨12.16%,最新股价286.83美元。分析人士指出,此前很多投资者押注了Humana的未来增长前景,特朗普连任大幅提振市场对其长期前景的信心。
与此同时,为低收入人群提供医疗补助计划(Medicaid)的公司却大幅回落。担忧特朗普政府或将削减Medicaid支出、修改相关政策,从而影响这些公司的盈利能力。数据显示,在盘前交易中,Centene下跌8.1%,Molina Healthcare下跌5.2%,成为医保板块的重挫股。
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