Schwab Network 对 $UNH 的判断变化

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2026-10-13

《Tuesday's Top Takeaways: AVGO CEO Compares AI Investors to Gamblers, Mixed Healthcare Earnings》

UNH 第三季度的扭亏为盈似乎正在奏效：每股收益 4.69 美元，超过 4.14 美元的预期；营收 1127 亿美元，超出预期；医疗赔付率从 89.9% 改善至 88.4%，但会员数下降，医疗成本仍居高不下。UNH 将全年每股收益指引从 19.50-20 美元上调至至少 20.50 美元。

UnitedHealth Group 在公布好于预期的第三季度业绩后上调了全年利润预期，当日收盘小幅低于持平区间。

UnitedHealth Group ended the day slightly below the unchanged range after raising its full-year profit forecast following better-than-expected third-quarter results.

这家医疗保健巨头的扭亏努力似乎正在见效，每股收益为4.69美元。这好于4.14美元的预期，总营收为1127亿美元。这略低于去年同期，但仍超出华尔街预期。

The healthcare giant's turnaround efforts appear to be succeeding , as EPS stood at $4.69 per share. This was better than the forecast of $4.14, with total revenue of $112.7 billion.

That's slightly lower than a year ago but still exceeded Wall Street expectations.

看原视频01:12

2026-10-13看涨

《UNH Earnings Beat & Raise Not Enough for Wall Street: Are Investors Underpricing Stock?》

UNH 强劲的季度表现、2026 年调整后每股收益指引上调至至少 20.50 美元、MCR 降至 88.4%、营业利润率升至 5.8%，显示其转型正在见效。谨慎看多：最坏的时候可能已经过去，但预计两周内只会缓慢上行至 400 至 405 的阻力位，而非强劲涨至 600 美元。

我们来看一下UnitedHealth的年度走势图。在年初那波下跌之后，它已经成功收复了失地。它连续三个季度交出了强劲的财报，同时顺利推进其转型计划。我们已经从年内高点回落，但在开盘前，我们实际上还是标普500指数中涨幅最大的股票之一，不过现在情况已经变了。

我们下跌了0.6%。它今早也还在提振道指，但没有我提到的那么多。我们已经转入负值区间。

Let's focus on UnitedHealth 's annual chart . It has managed to recover its position after that decline earlier in the year. It has delivered three consecutive strong quarterly earnings reports while successfully continuing its transformation plans .

We have retreated from the year's highs, but we were actually among the biggest gainers in the S&P 500 index before the market opened, but the situation has changed now. We have decreased by 6 tenths of a percent.

It was also helping the Dow this morning, but not as much as I mentioned. We have moved into the negative range.

看原视频00:02