哈门那修正预期：预计2026年个人MA会员增长约25%（非“2025财年MA会员减少约42.5万，较先前最高50万流失预期有所改善”）

美股速递02-11

医疗保险公司哈门那(Humana)更新了业绩指引，将市场关注点转向长期增长前景。公司预计到2026年，其个人医疗保险优势计划(MA)会员规模将实现约25%的增长，这一数据修正了早前关于2025财年的预期。

此前市场聚焦于2025财年个人MA会员可能减少约42.5万人的短期波动，但最新指引显示这一数字较最初最高达50万人的流失预期已有明显改善。哈门那通过此次修正，将投资者视线引向更具增长潜力的2026年目标，凸显公司对MA业务长期扩张能力的信心。

此次战略调整反映出哈门那在医疗保险市场竞争加剧的背景下，正通过优化业务预期管理，引导市场关注其可持续增长路径。公司对2026年增长目标的强调，也体现了其对联邦医疗保险优势计划市场渗透率的战略布局。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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