点击蓝字，关注我们 今日上午港股 1 . 内房股多数上涨，截至发稿， 中国金茂(00817)涨7.95%，绿城中国(03900)涨5.79%，中国海外宏洋 集团(00081)涨4.62%，新城发展(01030)涨4.02%，万科企业(02202)涨2.49% 。 消息面上，万科债务化 解取得重大进展，"22万科MTN004""22万科MTN005"两笔合计57亿元中期票据，展期议案均获通 过。 2 . 泡泡玛特(09992)再涨超4.8% 。消息面上，泡泡玛特近期连续回购彰显发展信心。摩根士丹利表 示，泡泡玛特自2024年初以来首次回购股份，预计能够吸引更多投资者的关注，特别是那些等待股价 催化剂的投资者。 3 . 旺山旺水-B(02630)回落超7%，昨日曾大涨近11%。截至发稿，跌7.07% 。 4. 南山铝业国际(02610)再涨超4.7% 。消息面上，南山铝业近日公告称，拟通过控股子公司南山铝业 国际控股有限公司间接全资子公司盛世亚洲与盛世铝业合资，在印尼设立项目子公司PT.HEAI建设南 山铝业国际控股有限公司印尼宾坦工业园年产25万吨电解铝项目，投资金额约4.37亿美元(折合30.56 亿元人民币 ...

Summary of Key Points from Conference Call Records Industry Overview - **Market Performance**: The S&P 500 experienced a five-day winning streak, reaching record highs before major tech earnings reports. The dollar hit a four-year low, while gold prices surged. A-shares showed a volatile upward trend, with significant gains in precious metals and the computing hardware supply chain [1][2]. Core Insights and Arguments - **Tech Sector Earnings**: Major tech companies are influencing market trends, with Meta's $60 billion order for fiber optics leading to a 15% surge in Corning's stock. Micron and Microsoft also saw stock increases of over 5% and 2%, respectively, while Tesla's stock fell by 1% [1]. - **Economic Indicators**: In December, profits for large-scale industrial enterprises in China shifted from a 13.1% decline in November to a 5.3% increase, indicating improved profitability and growth in the upper and middle reaches of the industrial sector [1]. - **Commodity Prices**: Gold prices rose over 3%, while silver experienced significant volatility, with a drop of over 10% and a subsequent rise of nearly 9% [1]. Important but Overlooked Content - **Sector-Specific Developments**: - **AI Applications**: The AI sector is seeing significant advancements, with new models expected to launch during the Spring Festival. Companies like Deepseek and Kimi are releasing new products, indicating a robust growth trajectory in AI applications [5][6]. - **Fiber Optics**: Meta's substantial investment in fiber optics is a key development, with potential implications for related companies such as Yangtze Optical Fibre and Hengtong Optic-Electric [6]. - **Aviation Industry**: China’s COMAC plans to increase production and delivery of the C919 narrow-body aircraft, suggesting a potential growth area in the domestic aviation market [6]. - **Semiconductors**: Price adjustments by Zhongwei Semiconductor for MCU and Norflash products, with increases ranging from 15% to 50%, highlight the ongoing demand and pricing power in the semiconductor sector [6]. - **Cloud Computing**: Google announced a price adjustment for data transmission methods in North America, which could significantly impact cloud service providers and related companies [6].

James对联合健康(UNH.US)和西维斯健康(CVS.US)均维持"买入"评级，她认为这两家企业不应随板块整 体走弱而被拖累。 受联邦医疗保险优势计划定价体系紊乱影响，美股医疗保险板块陷入低迷，但Cantor Fitzgerald分析师 Sarah James认为，这正是逢低布局的绝佳时机。 James在接受采访时表示："我认为这是又一次优质的买入机会。"她指出，联邦医疗保险优势计划的定 价每年都会重新核定，而板块当下的抛售潮，正导致行业内多只股票被错误定价。 她进一步分析称，医保板块此番走弱，根源在于过去数年该计划的定价水平不足以覆盖老年群体的医疗 成本。市场原本预期2027年定价与成本将实现匹配并迎来改善，然而美国联邦医疗保险和医疗补助服务 中心却反其道而行之，出台了新的利空政策。James直言，这些政策的核算准确性"往好里说也颇具争 议"。 James认为，股市对联邦医疗保险优势计划的相关挑战作出了"不合理的资金配置反应"。尽管哈门那 (HUM.US)等高度依赖该计划的企业确实面临实质性利空——James对其给出"持有"评级，但那些定价策 略稳健、业务布局多元的医保企业，却遭到了市场的不公正抛售。 ...

Core Viewpoint - UnitedHealth Group (NYSE:UNH) is a leading healthcare company in the U.S., providing a wide range of health benefits and services, and competes with major players like Anthem and Cigna [1] Group 1: Stock Performance - On January 27, 2026, UNH's stock experienced a significant downturn, plummeting by 19.8% to $281.96, marking its worst single-day percentage loss since April [2] - The stock's decline amounted to $70.08, or approximately 19.93%, bringing its price to $281.56, with a trading day low of $280.40 and a high of $299.50 [3] - The trading volume for the day reached 56.14 million shares, indicating heightened investor activity amid the stock's sharp decline [4] Group 2: Market Outlook - Piper Sandler set a price target of $396 for UNH, suggesting a potential price increase of approximately 40.56% from its current trading price of $281.73 [2] - Despite the downturn, UNH's market capitalization remains robust at approximately $255.05 billion, highlighting its significant presence in the healthcare industry [5] - Over the past year, UNH has seen a high of $606.36 and a low of $234.60, showcasing its price fluctuations in the market [4]

Group 1 - The U.S. stock market showed mixed performance with the Dow Jones down 0.83% at 49,003.41 points, while the S&P 500 rose 0.41% to 6,978.6 points, and the Nasdaq increased by 0.91% to 23,817.1 points, indicating a divergence in market sentiment [1] - The technology sector, particularly large tech and semiconductor stocks, saw a capital inflow driven by positive news related to AI, while healthcare insurance stocks faced significant selling pressure due to policy and earnings forecast concerns [1][2] - UnitedHealth Group's stock plummeted nearly 20% after it provided a revenue outlook for 2026 that fell short of market expectations, contributing to the decline of the Dow Jones index [2] Group 2 - Micron's stock surged over 5% following the announcement of a $24 billion investment in Singapore over the next decade to meet rapidly growing demand, which is expected to stimulate the related supply chain [2] - SanDisk and Western Digital saw their stock prices rise by over 2% and nearly 5%, respectively, reflecting market optimism regarding the recovery of the storage chip sector and increased demand driven by AI applications [2] - The latest consumer confidence index in the U.S. dropped to its lowest level since 2014, even below pandemic levels, indicating public unease regarding fluctuating tariff policies and trade directions, which adds uncertainty to the market outlook [2]

Key Takeaways Markets Diverged Today, with UNH Sagging the Dow -400 pointsCase-Shiller Home Prices Were Fairly In-Line, Chicago & NYC LedConsumer Confidence Posted a Large Decline in JanuaryTXN Misses, F5 and STX Beat Quarterly EstimatesTuesday, January 27th, 2026Markets kept flattish along their separate trajectories today, with the Nasdaq and S&P 500 opening the session in the green, the small-cap Russell 2000 riding the zero-balance for most of the day, and the blue-chip Dow, led downward by a -19% loss ...

| | 联合健康[UNH] 2026-01-28 05:00 | | | 5PMA = | 10PMA = 20PMA = 30PMA = | | --- | --- | --- | --- | --- | --- | | 369.576 | | | | | | | 357.331 | | | | | | | 345.086 | | | | | | | 332.842 | | | | | | | 320.597 | | | | | | | 308.352 | | | | | | | 296.107 | | | | | | | 283.862 | | | | | | | 271.618 | | | | | | | 7075万 | 成交单:65699871 | | | | | | 5307万 | | | | | | | 3538万 | | | | | | | 1769万 | | | ��� | | | | | 11-04 11-14 | 11-26 | 12-09 | 12-19 | 01-02 01-14 01-27 | *医疗保险股大跌，道指承压 *科技股领涨，财报季持续推进 *聚焦美联储会议，黄金再创新高 ...

CNBC's Jim Cramer said Tuesday that President Donald Trump is a force to be reckoned with in the stock market — but whether he's helping or hurting companies depends on where they sit. "You have to factor in the government as both a positive and a negative, no matter what you do," Cramer said on "Mad Money," after outlining the impact of the president's agenda on five stocks that had notable moves in Tuesday's session. First, Cramer pointed to a group that got crushed on Tuesday: the nation's largest health ...

-- How One Stock Shaved More Than 400 Points Off the Dow on Tuesday [S&P 500 Hits Record High, Dow Slides][What to Expect from Wednesday's Fed Meeting][How Much Traders Expect Tesla to Move After Earnings][Are Investors Buying the Starbucks Turnaround Plan?]- Top StoriesUnitedHealth Group stock plummeted, leading the Dow Jones Industrial Average lower, on Tuesday.Timothy A. Clary / AFP via Getty ImagesClose### Key Takeaways- UnitedHealth stock shaved 422 points off the Dow, accounting for all of the index's ...

Medicare覆盖约3400万名美国人，联合健康在其中的敞口尤其大。根据研究机构KFF的数据，联合健康去年在Medicare Advantage下为990万人提供保险。 周二（1月27日）美股早盘，多家医疗保健股明显下跌，西维斯健康、Elevance Health跌超10%，联合健康、哈门那跌近 20%。 投行奥本海默的分析师指出："保险公司正面临一个严峻的政治环境，这在共和党执政时期并不常见。通胀已经连续多 年高于历史水平，Medicare的费率调整却明显落后于通胀趋势。" 截至发稿，联合健康（股票代码：UNH）跌19%，盘中一度跌约20%至282.45美元，创去年8月份以来新低。联合健康的 暴跌拖累道指跌0.9%，与之相比，纳指涨近1%。 日内早些时候，联合健康表示其营收将在至少三十年来首次出现下降。这家美国保险巨头正在收缩业务，同时面临联邦 医保（Medicare）资金可能被压缩的压力。 联合健康在其2026年展望中称，公司计划将其提供保险服务的人数削减200多万人，并预计今年的营收将下降2%至4390 亿美元。 前一天美股收盘后，美国医疗保险和医疗补助服务中心（CMS）公布了2027年联邦医保优势计 ...