Group 1 - US stock market futures are rising as investors prepare for the Federal Reserve's interest rate decision, economic data updates, and earnings reports from tech giants Microsoft and Meta [1][2] - The Dow Jones Industrial Average futures remain stable, while the S&P 500 futures slightly increased by 0.1% and the Nasdaq 100 futures rose by 0.2% [1] - Starbucks reported a smaller-than-expected decline in US sales, leading to a pre-market stock price increase [2] Group 2 - Boeing, Spotify, Merck, and UnitedHealth Group released their earnings reports, with only Boeing's stock price rising post-announcement [2] - The Federal Reserve is expected to maintain interest rates during its two-day policy meeting, with market attention on the "dot plot" and comments from Chairman Jerome Powell for potential signals of rate cuts later this year [2] - Microsoft and Meta are under scrutiny regarding the effectiveness of their significant investments in artificial intelligence, with their earnings reports due after market close on Wednesday [2] Group 3 - Upcoming earnings reports from Apple and Amazon are anticipated on Thursday, alongside the release of the Personal Consumption Expenditures (PCE) index, which is a favored inflation indicator by the Federal Reserve [2] - The market is also influenced by a deadline set by Trump for trade partners to reach agreements with the US, which is looming this week [2]

联合健康(UNH.US)盘初一度跌超7.6%，最低触及260.55美元，创逾两个月新低。消息面上，联合健康 Q2收入为1116亿美元，略高于市场预期的1115.9美元；调整后每股收益4.08美元，低于市场预期的4.22 美元。由于各业务线的医疗成本趋势高于预期，医疗赔付率(MLR)升至89.4%，高于市场预期的89.3%。 公司更新2025年业绩展望，预计营收为4455亿至4480亿美元，调整后每股收益为16美元，远低于此前预 期的26至26.5美元。(格隆汇) （原标题：美股异动｜联合健康一度跌超7.6%创逾两个月新低 下调全年调整后每股收益指引） ...

联合健康(UNH.N)跌超5%，公司2025财年业绩指引低于市场预期。 ...

联合健康股价下跌7.5%至5月份以来的最低水平，公司2025财年业绩指引低于预期，预计将于2026年恢 复盈利增长。 ...

来源：视频滚动新闻 联合健康第二季度调整后每股收益为4.08美元，去年同期为6.80美元，市场预期为4.59美元。预计全年 调整后每股收益至少为16美元，市场预期为20.40美元。预计将在2026年恢复盈利增长。联合健康美股 盘前大幅波动，现涨0.67%。 ...

本文源自：金融界AI电报 联合健康预计本财年调整后每股收益至少为16美元，低于市场预期的20.40美元。联合健康第二季度营 收1116.2亿美元，预估为1115.8亿美元。联合健康第二季度每股收益为3.74美元，去年同期为4.54美元。 ...

来源：格隆汇APP 格隆汇7月29日｜联合健康2025年Q2营收1116亿美元，去年同期988.6亿美元，市场预期1115.22亿美 元；每股收益为3.74美元，去年同期为4.54美元。预计2025年全年收入为4455亿至4480亿美元；预计本 财年调整后每股收益至少为16美元，低于市场预期的20.40美元。预计将于2026年恢复盈利增长。 ...

联合健康(UNH.N)2025年Q2营收1116亿美元，去年同期988.6亿美元，市场预期1115.22亿美元。 （文章来源：金十数据） ...

联合健康(UNH.N)：预计将于2026年恢复盈利增长。 ...

Core Viewpoint - The reduction of funding for healthcare programs by the U.S. government is negatively impacting health insurance companies, with warnings of further deterioration in their outlook [1] Group 1: Industry Challenges - The healthcare industry is facing challenges due to congressional funding cuts and tighter insurance rules, leading to a situation where companies feel there is "nowhere to hide" [1] - Molina Healthcare's former CEO, J. Mario Molina, indicated that the entire industry is beginning to experience problems as changes in government healthcare programs disrupt revenue maximization strategies [1] Group 2: Company Impact - Companies such as Elevance, UnitedHealth, Centene, and Molina have expressed concerns about the worsening outlook due to these funding cuts [1]