医保股Hum，Unh，CVS等逆大势翻盘了，基于以下基本事实：

Medicare Advantage plan payments from the federal government are set to increase in 2026. Specifically, renewal commissions for brokers will increase by 10.8% year-over-year, rising from $353 to $391 per member per year. Additionally, in California and New Jersey, initial Medicare Advantage commissions will also see a 10.8% increase, going from $780 to $864 per member per year