自疫情以来，所有医院都在成本上升和劳动力短缺的重压下苦苦挣扎，导致许多非营利机构关闭。医疗补助计划是医院的主要收入来源，削减该计划的前景进一步令该集团承压。但在Chickering看来，医院股的暴跌是没有道理的，因为没有参议员表示支持削减医疗补助福利，而且随着2026年中期选举的临近，这种情况不太可能改变。
For investors involved in trading related to the USA Congressional budget Medicaid, Deutsche Bank recommends buying listed hospital stocks; once the budget policy becomes clearer, hospital stocks will experience a rebound, as no senators have indicated support for cutting Medicaid benefits.
The Sector Index has fallen by about 19% from its peak in September last year.$HCA Healthcare (HCA.US)$ 、$Tenet Healthcare (THC.US)$ and$Universal Health Services (UHS.US)$The stock price has been under pressure as lawmakers consider significant spending cuts, including cuts to Medicaid and other safety net programs that serve low-income Americans. According to Analyst Pito Chickering, once the budget policy becomes clearer, Hospital Stocks will rebound due to sell-offs.
In a research report on Tuesday, he wrote: "These Stocks are essentially dead money, trading within a narrow Range. Over the next few months, we expect federal budget clarity to increase, which will reassure investors that the worst-case scenario for the Medical Assistance program will not occur."
Since the pandemic, all Hospitals have been struggling under the weight of rising costs and labor shortages, leading to the closure of many non-profit Institutions. The Medical Assistance program is a major source of revenue for Hospitals, and the prospect of cuts to this program further pressures the sector. However, Chickering believes that the drastic drop in Hospital Stocks is unwarranted, as no senator has indicated support for cuts to Medical Assistance benefits, and this situation is unlikely to change with the upcoming 2026 midterm elections.
Nonetheless, he pointed out that since many non-profit organizations have low or negative profit margins, "the cancellation of the Medical Assistance program could put a large portion of Hospitals in the USA in jeopardy." Ultimately, although Chickering expects the current policy baseline to be "the path of least resistance with the most likely outcome."
Is investing always stepping on a landmine?Futubull AI is officially launched!Providing precise answers, comprehensive insights, and grasping key opportunities!
Editor/danial
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
Comment(1)
Reason For Report