2025-06-11-Jefferies-临时护士人员配置_需求（周环比增长2.1_）和费率转正（周环比增长0.1_）_9页_370kb

Equity Research: Healthcare Services

Key Findings:

• Demand & Rates: Aya Demand Index increased by +2.1% W/W, though jobs available decreased by -3.3%. Bill rates saw median rates rise +0.1% ($3,400 → $2,298/wk), but high posting volume were causing rate fluctuations; notes advise caution on recent declines, citing persistent demand.
• Job Openings by Specialty: Employment fluctuations driven by multiple factors including amplified volumes, local hospital staffing needs, and higher caseload pressure.
• Investment Analysis: AMN and CCRN maintain Hold ratings, with AMN's 4Q24 activity indicating lower volumes, offset by inherent rate stability.

Analysts:

• Brian Tanquilut, Equian
• Jack Slevin, CFA
• Meghan Holtz
• Crain Harbilas

Link