异动解读｜西维斯健康盘中下跌9.74%，340B计划压力与谨慎展望逆转财报利好

行情直击08-05 21:31

8月5日，西维斯健康盘中下跌9.74%，报94.25美元/股，成交额9718.15万美元。尽管公司二季度业绩大超预期，调整后每股收益2.58美元远超市场预期的1.85美元，营收1061亿美元同比增长7.3%，并将全年调整后EPS指引上调至7.90-8.10美元，但盘中股价急转直下。

消息面上，一位高管在财报电话会议前坦言，预计340B药品折扣计划带来的市场压力将在明年持续发酵，对药房服务业务构成显著拖累。同时，公司重申对年内剩余时间的谨慎立场，表示成本趋势持续攀升叠加宏观经济逆风，核心业务增长或将受到抑制。中长期盈利前景的不确定性完全盖过了短期业绩超预期的积极影响。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

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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