Andrew Mok, CFA 分析了医疗保健供需结构的五大转变：
- 有利的人口结构：老龄化婴儿潮一代、移民和死亡率反弹支撑了强劲的人口需求。
- 历史低位无保险率：疫情期间，数千万美国人获得或维持了健康保险。
- 高效医疗服务交付：医疗系统稳步增加门诊资产，使医疗服务更易获得和便捷。
- 劳动力供给强劲增长：过去两年医疗保健领域的强劲就业增长使提供方能吸收更高需求。
- 医疗服务提供者行为变化：对“午夜规则”的响应和更好的医疗补助报销推动了服务量增长和成本上升。
分析师 Andrew Mok, CFA 是巴克莱美国医疗保健设施与Managed Care行业的首席分析师，毕业于圣母大学，持有CFA特许资格。
U.S. Equities Research Spotlight
Andrew Mok, CFA
U.S. Health Care Facilities & Managed Care
Andrew Mok assesses the five structuralshiftshe sees in healthcare supply and demand.Continue reading for his analysis, and subscribe to stay up to date on his research.
5 structuralshiftsin health care supplyand demand:
1.Favorable demographics:aging baby boomers, immigration, and rebounding1.mortality underpin strong demographic demand.2.Historically low uninsurance:the pandemic prompted tens of millions of2.Americans to gain or maintain health coverage.3.Mostefficientcare delivery:health systems have steadily increased the number of3.outpatient assets, making care more accessible and convenient.4.Strong gains in labor supply:strong job gains across health care over the last two4.years have allowed providers to absorb higher demand.5.Changes in provider behavior:responses to the two-midnight rule and better5.Medicaid reimbursement have contributed to higher volumes and costs.
Meet the Analyst
Andrew Mok, CFA leads coverage of the US Health CareFacilities & Managed Care industry at Barclays. Hegraduated from the University of Notre Dame and is a CFAcharterholder.
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