联合健康(UNH.N)股价在首席财务官被更换后跌至五年多来的最低点，跌幅超过2.2%。 ...

The author has an honours degree in economics and politics with a focus on economic development. With 36 years of experience in executive management he has extensive knowledge of insurance/reinsurance, Global and Asia Pacific markets, climate change and ESG. He invests in his personal capacity.Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not rec ...

Market Overview - Chinese market experienced a significant decline, with major indices dropping over 1%, while AI stocks remained the only bright spot[3] - European markets showed weakness as investors digested a large volume of corporate earnings reports, with the Stoxx 600 index down 0.75%[11] - U.S. stock market faced resistance, with the S&P 500 retracting 1% from earlier gains, despite strong performances from large tech stocks like Meta and Microsoft[11] Economic Indicators - China's manufacturing PMI for July fell to 49.3, a decrease of 0.4 points from the previous month, indicating a contraction in manufacturing activity[6] - Non-manufacturing PMI also declined to 50.1, down 0.4 points, reflecting a slowdown in the service sector[6] - U.S. core PCE inflation rose to 2.79% year-on-year, slightly above expectations, indicating persistent inflationary pressures[32] Commodity and Currency Trends - International oil prices fell by 1%, with WTI crude at $69.26 per barrel and Brent crude at $72.53 per barrel[29] - The U.S. dollar index saw a slight increase of 0.2%, while gold prices experienced a minor decline[29] - The Japanese yen led declines among G-10 currencies after the Bank of Japan maintained its interest rates[29] Corporate Earnings Highlights - Apple reported a 10% increase in Q3 revenue to $94 billion, driven by strong iPhone sales, which totaled $44.6 billion, up 13% year-on-year[9] - Amazon's Q2 net profit rose 34.8% to $18.2 billion, but its Q3 operating profit forecast fell short of market expectations, leading to a post-earnings stock drop of over 6%[9] - Vale's Q2 revenue was $8.8 billion, down 11% year-on-year, but net profit increased by 6% to $2.12 billion, aided by strong copper and nickel performance[9] Investment Insights - The U.S. Treasury yield curve remained stable, with the 10-year yield at 4.37%, as investors awaited upcoming non-farm payroll data[32] - China's investment-grade bond spreads narrowed by 1-2 basis points, indicating a mixed performance in the Asian bond market[32] - The recent U.S. copper tariffs are expected to benefit domestic copper processing companies, with recommendations for investments in related sectors[16]

UnitedHealth Group named Bain Capital executive Wayne DeVeydt its next chief financial officer, starting Sept. 2 https://t.co/1ktt6uz1h1 ...

联合健康聘请贝恩资本Wayne DeVeydt为新首席财务官（CFO）。 ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while targeting battered stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3]

UnitedHealth Group (NYSE: UNH ) delivered a mixed Q2 FY2025 earnings report. Although revenue slightly topped the consensus, its EPS came in significantly below estimates. This wasn't all that surprising, especially after management had foretold an incoming "disaster" by pulling out Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresse ...

Core Viewpoint - UnitedHealth Group's stock experienced a decline of 5.18% on July 31, closing at $252.25 per share, with a trading volume of $2.758 billion and a total market capitalization of $228.826 billion [1] Financial Performance - As of June 30, 2025, UnitedHealth's total revenue is projected to reach $221.191 billion, reflecting a year-over-year growth of 11.35% [1] - The company's net income attributable to shareholders is expected to be $9.698 billion, showing a significant year-over-year increase of 245.49% [1] Analyst Ratings - On July 30, Oppenheimer downgraded UnitedHealth's target price to $325, while maintaining an "Outperform" rating [1] Company Overview - UnitedHealth Group is a diversified health and well-being company focused on improving health systems and promoting healthier lifestyles [1] - The company operates through two main platforms: UnitedHealthcare, which provides health insurance and benefits services, and Optum, which offers health services supported by information and technology [1]

德意志银行将 联合健康（UNH）目标价从328美元下调至275美元。 ...

智通财经7月31日电，德意志银行将联合健康（UNH）目标价从328美元下调至275美元。 ...