BUZZ-哈里斯获胜押注上升,医疗保险公司在辩论后下跌

Reuters
11 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月11日 - ** 在民主党副总统卡马拉-哈里斯(Kamala Harris)与共和党人特朗普(Donald Trump)进行了一场备受关注的辩论 (link) 之后,博彩市场转向支持民主党副总统卡马拉-哈里斯,导致一些医疗保险公司股价下跌

** 为老年人提供医疗保险优势计划的保险公司股价下跌 ~3% 至 ~6

** 联合健康 下跌2.89%至581.47美元,CVS 下跌3.41%至55美元,而Humana 下跌5.35%至327.53美元。

** 晨星公司分析师朱莉-乌特贝克(Julie Utterback)认为,哈里斯的任期可能意味着对医疗保险优势保险公司实施更多监管。

** 另一方面,提供覆盖低收入人群的医疗补助计划的Centene 股价上涨2.46%至72.78美元,同行Molina Healthcare 上涨2.20%至339.71美元。

** 哈里斯过去一直支持全民医疗保险(Medicare for all)的提议,该计划在现行的《平价医疗法案》(Affordable Care Act)基础上进一步扩展,以覆盖所有美国人。

** 今年以来,UNH 上升 ~11%,而 CNC 下降 ~2%,MOH 下降 ~10%,HUM 下降 ~29%,CVS 下降 ~30

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