$联合健康(UNH)_老虎社区_美港股上老虎 - 老虎社区

$联合健康(UNH)$

股价下跌原因：1.CEO被刺杀

2.特朗普上台后要对医疗领域有政策

买入原因：1.不明朗政策原因基本被解决

2.价格相对于现在市盈率很合理

3.保险业属于传统行业，对于中产来说也是一种刚需。健康在任何时候都是重要的

4.企业在保险行业地位没有改变，依旧是最大最知名公司。类似于巴菲特买入美国运通。

坚定持有，相信未来

UNH换了新CFO！能否逆风翻盘？

近期UNH任命新CFO,年初至今已暴跌超50%的UNH，周二股价反弹超4%！投行Piper Sandler与公司管理层会面后，表示为恢复利润率、回到高单位增长，公司将于2026年启动“多年度修复计划”。【股价年内腰斩，大家会选择押注新CFO，和UNH的长期战略吗？UNH大家的平均成本是多少？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

keep calm
05-13
keep calm
无非还是短期的，保险行业会消失吗，有更大竞争对手入局吗，有实际对公司的风险吗
Hermione
05-14
Hermione
医疗保险和消费不一样，长期抗周期属性更强，PE合理时就是低吸机会
小鹏2020
05-13
小鹏2020
现在怎么说？
- 小鹏2020回复我是一个牛逼的人:
  你说的对。我342进来了。。。
- 我是一个牛逼的人回复小鹏2020:
  哈哈，还没到底
- 小鹏2020回复我是一个牛逼的人:
  现在能入不
- 我是一个牛逼的人:
  没法说
yjteng
05-13
yjteng
坚定持有

发表看法

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