在美国大选结果知晓之际,医疗保险股成为投资者追捧的焦点。在权威机构宣布特朗普连任美国总统后,一些医疗保险公司股价在盘前交易中出现大幅上涨。其中,UnitedHealth(联合健康)股价大涨6.7%,Cigna和Elevance等公司股价也纷纷上扬。
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保险公司,同时有望继续推动医疗并购等政策。虽然部分为低收入人群提供医疗补助计划的公司股价下跌,但总体上医疗保险板块备受资金青睐。
此外,最新人事变动或许也是推动联合健康股价上涨的因素之一。CVS Health近日聘请了前联合健康高管史蒂夫·纳尔逊管理该公司的Aetna保险业务部门,引发市场对于联合健康相关人才流动以及业务整合预期。值得一提的是,CVS Health第三季度财报显示其医疗保险部门亏损严重,重组费用预计约12亿美元。
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