11月6日,美国大选结果揭晓,特朗普连任美国总统。这一消息使得医疗保险板块股价在盘前交易中大幅上涨,联合健康集团(UNH)更是引领涨势,盘前大涨8.05%。
分析人士认为,特朗普当选将为为65岁及以上老年人群提供医疗保险的公司带来利好,包括联合健康在内的一系列公司或将从中获益。此外,特朗普有望继续推行放松医改监管、推动并购等相关政策利好整个行业发展。
除政策因素外,人事变动也成为推动联合健康股价上涨的一大利好因素。消息显示,西维斯健康任命了前联合健康高管史蒂夫·纳尔逊管理其保险子公司Aetna。由此可见,联合健康的管理人才持续外流,这为其在未来的业务整合、提高运营效率带来了一定预期。
另一方面,西维斯健康第三季度财报显示其医疗保险部门亏损严重,重组费用高达12亿美元。相比之下,作为行业龙头的联合健康业绩表现或许会让投资者对其未来发展抱有更多期待。
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