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1月13日 - ** 美国政府周五建议 (link) 2026 年对私营保险公司经营的医疗保险优势计划实行报销率,这将导致支付额增加 2.2%,而去年则下降了 0.2
** 联合健康集团 等保险公司股价上涨4.5%,CVS Health Corp 上涨5.4%,Humana 上涨7.3% 。
** Elevance 涨 4.1%,Molina Healthcare 涨 2.5%,Centene 涨 2.4
** 政府支付率会影响保险公司每月保费的收取、提供的计划福利以及最终的利润。
** 经纪公司 Leerink 称,鉴于拜登政府提前公布了拟议的费率,该费率 "比担心的要好"。
** Leerink 称,最终费率通常比提前公布的费率高 1%。
** 最终利率将于 2025 年 4 月 7 日或之前公布
** 截至上次收盘,UNH 下跌 3.2%,CVS 在过去 12 个月分别下跌 39.4% 和 41.4
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