拿2025年EPS给_老虎社区_美港股上老虎

理想之城

01-28 20:21

拿2025年EPS给20倍PE，327算公道；换2026年预测EPS，355才合理。市场从来不理性的，现在就是恐慌砸盘，慌完就散，价格迟早回到它该呆的地方 $联合健康(UNH)$

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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