US equity index futures mixed, changes modest

美國股指期貨漲跌互現，變動幅度不大

September import prices MM

9 月進口價格環比

estimate; export prices MM > estimate

預估；出口價格環比 > 預估

Euro STOXX 600 index up ~0.6%

歐元斯托克 600 指數上漲約 0.6%

Dollar, US crude, gold, bitcoin all dip

美元、美國原油、黃金、比特幣全線下跌

US 10-year Treasury yield rises to ~5.13%

美國 10 年期國債收益率升至約 5.13%

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SPLIT US CONGRESS AFTER 2026 MIDTERMS COULD BOOST HEALTHCARE STOCKS, MIZUHO SAYS

瑞穗證券稱，2026 年中期選舉後美國國會分裂或提振醫療股

A divided US Congress following the November midterm elections could serve as a “positive catalyst” for healthcare stocks by reducing policy uncertainty, Mizuho Securities analysts said in a research note on Friday.

瑞穗證券分析師在週五的一份研究報告中表示，11 月中期選舉後，如果美國國會呈現分裂局面，可能通過降低政策不確定性，成為醫療類股票的 “積極催化劑”。

Mizuho expects Democrats to take the House of Representatives while Republicans retain the Senate in a 50-50 split, creating a “balance-of-power in Washington.”

瑞穗預計，民主黨將拿下眾議院，而共和黨將以 50-50 的平局保留參議院控制權，從而在華盛頓形成 “權力平衡”。

Healthcare companies have historically performed better under divided government, and Mizuho expects gridlock to bring a “reduced likelihood of significant legislative changes.” And that matters after what Mizuho described as two years of considerable legislative and regulatory changes.

歷史上，在政府分裂的局面下，醫療保健公司的表現往往更好。瑞穗預計，政治僵局將帶來 “重大立法變革可能性降低” 的局面。在經歷了瑞穗所稱的兩年相當多的立法和監管變革之後，這一因素顯得尤為重要。

Following the nine elections since 1992 that resulted in a balance of power, managed care stocks traded at an average of 13.3 times forward earnings, up from 12.5 times heading into the election.

自 1992 年以來，共有九次選舉導致了權力平衡的局面。在這些時期，管理式醫療保險股票的平均遠期市盈率為 13.3 倍，高於選舉前的 12.5 倍。

The brokerage said diversified health insurers are best positioned, naming UnitedHealth Group (UNH.N) as the top pick in its coverage universe.

該券商表示，多元化健康保險公司處於最有利的地位，並將聯合健康集團 (UNH.N) 列為其覆蓋範圍內的首選股票。

By contrast, a Democratic win in both chambers could revive fears of sweeping reform, including “renewed Medicare for All rhetoric,” ahead of the 2028 presidential race.

相比之下，如果民主黨在兩院均獲勝，可能會重新引發人們對全面改革的擔憂，包括在 2028 年總統大選前重提 “全民醫保” 的論調。

Hospital operators such as HCA Healthcare (HCA.N) and Universal Health Services (UHS.N) are also expected to see steady valuations, while clinical lab companies, including Quest Diagnostics (DGX.N) and Labcorp (LH.N) , could see a near-term boost if Congress acts to delay planned Medicare payment cuts before year-end.

HCA 控股 (HCA.N) 和環球保健 (UHS.N) 等醫院運營商的估值預計也將保持穩定；而如果國會在年底前採取行動推遲計劃的醫療保險支付削減，奎斯特診療 (DGX.N) 和 Labcorp (LH.N) 等臨牀實驗室公司可能會在短期內獲得提振。

SPLIT US CONGRESS AFTER 2026 MIDTERMS COULD BOOST HEALTHCARE STOCKS, MIZUHO SAYS

瑞穗證券稱，2026 年中期選舉後美國國會分裂或提振醫療股

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