$联合健康(UNH)_老虎社区_美港股上老虎

明心稳行

2025-10-29

$联合健康(UNH)$ 利空已经出尽，业绩逐步增长，利润在慢慢恢复，股价大概率现在就是低点区域。关键是司法调查这么长时间没有出结果，大概率是和解罚款，另股神有可能还在继续增持，这两个消息任一个出来，估计400是稳了。

UNH绩后大跳水！基本面变了吗？

医保巨头UnitedHealth跌近20%，CMS拟2027年MA支付仅+0.09%，压低相关公司利润率。最新财报：运营利润大幅下滑、重组费用过大、2026年收入指引同比下降。【绩后股价大跌，大家觉得UNH基本面变了吗？能抄底吗？】

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