1月27日，美股开盘涨跌不一， 道指跌0.65%，纳指涨0.51%，标普500指数涨0.21%。 编辑 ｜心一 医保保险公司股价走低，联合健康跌近17%，哈门那跌超16%，西维斯健康跌近10%。 康宁涨超7%，Meta将向康宁支付高达60亿美元的采购费用。 通用汽车涨超5%，预计2026年调整后每股收益为11美元至13美元。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49091.39 | 23722.53 | 6965.10 | | -321.01 -0.65% +121.17 +0.51% +14.87 +0.21% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 66590.04 | 4436.16 | 7869.38 | | +434.26 +0.66% +38.25 +0.87% +40.42 +0.52% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 49229 | 25998.50 | 6995.75 | | -336 -0.68% +150.00 +0.58% +14.50 +0.21 ...

医疗保险股重挫，哈门那跌超20%，联合健康跌超19%，CVS健康跌超10%。 此外，美国政府提议明年将联邦医疗保险(Medicare)私人计划的支付费率维持在当前水平。美国医疗保 险和医疗补助服务中心(CMS)在公告中表示，预计2027年联邦医保优势计划(Medicare Advantage)的支付 费率仅将上调0.09%，远低于分析师此前预期的高达6%的增幅。(格隆汇) 消息面上，联合健康公布2025年Q4业绩，营收为1132亿美元，低于预期；调整后EPS同比下降69.02%至 2.11美元。该公司预测2026年总收入将超过4390亿美元，同比下降2%，低于分析师的预期。数据显 示，这将是联合健康自1989年以来首次出现年度收入下滑。 ...

每经AI快讯，1月27日，美股开盘涨跌不一，道指跌0.62%，纳指涨0.57%，标普500指数涨0.27%。美股 医疗计划概念股领跌，联合健康跌近17%，哈门那跌超16%，西维斯健康跌近10%；此前美国提议小幅 上调医保保险公司支付费率。 ...

医疗保险股盘前大跌，哈门那跌超12%，CVS健康跌近9%，联合健康跌超8%。消息面上，美国政府提 议明年将联邦医疗保险(Medicare)私人计划的支付费率维持在当前水平。美国医疗保险和医疗补助服务 中心(CMS)在公告中表示，预计2027年联邦医保优势计划(Medicare Advantage)的支付费率仅将上调 0.09%，远低于华尔街分析师此前预期的高达6%的增幅。(格隆汇) ...

业绩利空继续发酵，英特尔跌近6%。 *三大股指走高，道指涨超300点； *中长期美债收益率回落，10年期美债逼近4.20%； *特朗普政府入股，美国稀土涨近8%。 周一美股全线收高，避险情绪一度推高金价至5100美元以上，投资者正等待本周公布的多家大型企业财 报以及美联储的货币政策决议。 截至收盘，道指涨313.69点，涨幅0.64%，报49412.40点，纳指涨0.43%，报23601.36点，标普500指数涨 0.50%，报6950.23点。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49412.40 | 23601.36 | 6950.23 | | +313.69 +0.64% +100.12 +0.43% +34.62 +0.50% | | | 【热门股表现】 个股方面，英伟达跌0.6%，报道称公司向人工智能云计算公司CoreWeave投资20亿美元，增持其股份， 双方同时达成协议扩大合作，以满足市场对人工智能基础设施日益增长的需求。CoreWeave收盘上涨 5.7%。 明星科技股涨多跌少，甲骨文、苹果涨3.0%，Meta涨2.0%，谷歌涨1. ...

特朗普表示，鉴于韩国方面尚未通过该项"具有历史意义的贸易协议"，他已决定将对韩国汽车、木材、制药产品以及其他"对等关税"项目的税率从15%上调至 25%。 受此影响，在美上市的韩国ETF-iShares MSCI在美股盘后直线跳水，一度大跌超2%，截至北京时间06:50，跌幅达1.64%。 | EWY 韩国ETF-iShares MSCl | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 收盘价 01/26 15:59:58 (美东) | | | | S 24 24 24 15 | | | | 117.320+ | | 最 高 | | 117.935 今 开 | | 117.270 | | -0.650 -0.55% | | 最 低 | | 117.200 昨 收 | | 117.970 | | 成交额 | 5.90亿 资产规模 | | | 109.27亿 | | 115.695 | | 盘后 115.400 -1.920 -1.64% | | | | | | 17:47 (美东) ^ | | 最 高 | | 117.548 | 成交额 | ...

Group 1 - Over 60 CEOs from Minnesota-based companies signed an open letter urging state, local, and federal officials to work together to de-escalate local tensions [1] - The letter was prompted by unrest in Minnesota following the shooting of a U.S. citizen by federal immigration enforcement officers [1] - Companies that signed the letter include notable names such as 3M, Target, Best Buy, General Mills, and UnitedHealth [1]

Core Viewpoint - Health insurance companies experienced a slight increase in stock prices after market hours on January 9, with notable gains among major players in the sector [1] Company Performance - UnitedHealth's stock price rose by 0.8% [1] - CVS Health Group's stock price increased by 0.4% [1] - Humana's stock price saw a rise of 0.9% [1] - Centene's stock price also increased by 0.9% [1]

本文源自：金融界AI电报 美国银行全球研究部：将联合健康(UNH.N)目标价从84美元上调至87美元。 ...

Group 1 - Caterpillar (CAT) experienced a 4.46% increase on January 2, becoming a market highlight and injecting vitality into the investment market for the new year [1] - In 2025, the U.S. stock market closed the year with a nearly 13% increase in the Dow Jones, marking three consecutive years of double-digit growth, with Caterpillar leading Dow components with a 60.3% annual increase [1] - The strong performance of Caterpillar is driven by a surge in global demand for AI-driven data centers, boosting sales of the company's backup power systems [1] Group 2 - The healthcare sector, represented by UnitedHealth, faced challenges with rising medical costs and a Department of Justice investigation, resulting in a 33.14% decline in stock price [2] - Salesforce, a leader in customer relationship management, encountered saturation in the software market, leading to a 20.25% drop in stock price [2] - Consumer goods companies like Nike and Procter & Gamble also struggled, with stock prices falling by 13.83% and 12.26% respectively [2] Group 3 - Investors need to be more cautious in the current market environment, as AI and technological innovation present new growth opportunities for companies like Caterpillar [2] - Traditional industries may continue to face challenges due to multiple internal and external pressures, necessitating close attention to global economic data, company earnings, and industry dynamics for timely investment strategy adjustments [2]