8月累涨超23%!UNH大家赚钱了吗?
被巴菲特等大佬抄底的联合健康UNH8月以来累计反弹超23%!大家有抄底UNH吗?你觉得$250左右是否就是UNH的底部价位?
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一路走来cd
08-27
没有, 也不敢买。 股神,需要大资金体量大跟才有意义
能不能别瞎搞
08-21
300哪有支撑?
ice111
08-21
250?梦里还有 250
三藏大法师
08-20
要是3个月后能涨到400,但下个月先跌到240,这种情况下又有多少人能拿得住呢?
$联合健康(UNH)$
欲山行
08-20
外面科技股涨这么多回调挺正常,这里也回调就难搞了。今天先回踩300支撑位,撑不住就下看250,就看之前跟风买能不能拿稳了
$联合健康(UNH)$
笑沧海
08-20
今天继续普涨,继续逼空,洗盘技术太不好了,大家裤子都脱了,就这?现在量能已经连续6天超两万亿,两万亿以上没有佯攻全是主攻,缩量才是行情最大的敌人,只要有量,所有震荡都是洗盘,话说某队本来是压盘的,怎么压着压着把指数压新高了,我也是很难理解
$常山北明(000158)$
$红宝丽(002165)$
$弘信电子(300657)$
$中大力德(002896)$
$成飞集成(002190)$
大小摩
08-19
拿住就行,保险不是科技股,拿三五年基本不会暴跌,横盘还能吃股息。价投就从UNH开始
$联合健康(UNH)$
爱吃苹果的小李
08-19
第二个西方石油?一堆散户跟着老巴买,不先洗一波主力不会拉。散户不割肉就继续磨,套你几个月,眼睁睁看别人牛市。
$联合健康(UNH)$
不离亦不弃
08-19
$联合健康(UNH)$
用现金流算来算出都有500多。市场是情绪主导的,现在负面情绪慢慢消化,不知道什么时候回到年初的500块。耐心等待
草凡借箭
08-19
$联合健康(UNH)$
unh确实挺厉害的,巴菲特效应明显啊,314 抄巴菲特作业建仓
一路走来cd
08-19
$联合健康(UNH)$
没有。 因为西方石油,我对股神去魅了。 资金体量不一样,玩法不一样
三藏大法师
08-18
诚心请教,巴菲特的持仓成本众说纷纭,有的资料写41x,有的说是31x,到底哪个才是对的?
$联合健康(UNH)$
欲山行
08-18
巴菲特持股理念是长持,哪怕今年一整年跌,他都不在乎,他有无限子弹。但我们散韭不一样,耗不起也没那么多资金。对于短期持有的,只要有利空就跑,是最适合的。
$联合健康(UNH)$
一路走来cd
08-18
西方石油也没起飞。 只能说基本面风险不大。
Youngjun
08-17
$联合健康(UNH)$
买得起 你拿得住吗?
潜力股
08-16
$联合健康(UNH)$
伯克希尔跌麻了
潜力股
08-16
伯克希尔跌麻了
YY521
08-16
$联合健康(UNH)$
老爷子太鸡贼了
幸运是我的天赋
08-16
$联合健康(UNH)$
与巴老爷子同行的快乐✌️ [梭哈]
卜卜2018
08-16
$联合健康(UNH)$
跟着巴老看好美国老龄化社会的刚需
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href=\"https://laohu8.com/S/000158\">$常山北明(000158)$ </a> <a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a> <a href=\"https://laohu8.com/S/300657\">$弘信电子(300657)$ </a> <a href=\"https://laohu8.com/S/002896\">$中大力德(002896)$ </a> <a href=\"https://laohu8.com/S/002190\">$成飞集成(002190)$ </a> ","text":"今天继续普涨,继续逼空,洗盘技术太不好了,大家裤子都脱了,就这?现在量能已经连续6天超两万亿,两万亿以上没有佯攻全是主攻,缩量才是行情最大的敌人,只要有量,所有震荡都是洗盘,话说某队本来是压盘的,怎么压着压着把指数压新高了,我也是很难理解$常山北明(000158)$ $红宝丽(002165)$ $弘信电子(300657)$ $中大力德(002896)$ $成飞集成(002190)$","images":[{"img":"https://static.tigerbbs.com/269281825f05c856fd9bc5f77dce02d6","width":"1422","height":"335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/469602757812712","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":469364981342400,"gmtCreate":1755613493715,"gmtModify":1755613495389,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"拿住就行,保险不是科技股,拿三五年基本不会暴跌,横盘还能吃股息。价投就从UNH开始 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","listText":"拿住就行,保险不是科技股,拿三五年基本不会暴跌,横盘还能吃股息。价投就从UNH开始 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","text":"拿住就行,保险不是科技股,拿三五年基本不会暴跌,横盘还能吃股息。价投就从UNH开始 $联合健康(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469364981342400","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469365002235928,"gmtCreate":1755613311456,"gmtModify":1755613313954,"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000229","idStr":"9000000000000229"},"themes":[],"htmlText":"第二个西方石油?一堆散户跟着老巴买,不先洗一波主力不会拉。散户不割肉就继续磨,套你几个月,眼睁睁看别人牛市。<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","listText":"第二个西方石油?一堆散户跟着老巴买,不先洗一波主力不会拉。散户不割肉就继续磨,套你几个月,眼睁睁看别人牛市。<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","text":"第二个西方石油?一堆散户跟着老巴买,不先洗一波主力不会拉。散户不割肉就继续磨,套你几个月,眼睁睁看别人牛市。$联合健康(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469365002235928","isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469272001646616,"gmtCreate":1755590606235,"gmtModify":1755590608460,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000218","idStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>用现金流算来算出都有500多。市场是情绪主导的,现在负面情绪慢慢消化,不知道什么时候回到年初的500块。耐心等待","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/TMUS\">$T-Mobile US Inc(TMUS)$</a> ;• 新进/加仓: <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 504万股、 <a href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> 小幅加仓、 <a href=\"https://laohu8.com/S/LEN\">$莱纳建筑公司(LEN)$</a> 与 <a href=\"https://laohu8.com/S/LAMR\">$拉马尔户外广告(LAMR)$</a> )均为首次现身。对于喜欢“抄作业”的巴菲特投资的投资者或可以考虑下:1)巴菲特(或其两位副手)真正看好的是什么? 2)四大新进标的的基本面能否支撑“伯克希尔溢价”?3)跟进买入的“安全边际”在哪里?二、 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> :医疗航母遭遇“利润杀","text":"一、伯克希尔·哈撒韦13F文件里的“风向”: 高位兑现科技、左侧布局工业+地产+公共事业2025年8月14日盘后,伯克希尔·哈撒韦( $伯克希尔(BRK.A)$ / $伯克希尔B(BRK.B)$ )递交的13F报告显示:• 减持: $苹果(AAPL)$ 2,000万股(-6.7%)、 $美国银行(BAC)$2,630万股(-4.2%);• 清仓: $T-Mobile US Inc(TMUS)$ ;• 新进/加仓: $联合健康(UNH)$ 504万股、 $纽柯钢铁(NUE)$ 小幅加仓、 $莱纳建筑公司(LEN)$ 与 $拉马尔户外广告(LAMR)$ )均为首次现身。对于喜欢“抄作业”的巴菲特投资的投资者或可以考虑下:1)巴菲特(或其两位副手)真正看好的是什么? 2)四大新进标的的基本面能否支撑“伯克希尔溢价”?3)跟进买入的“安全边际”在哪里?二、 $联合健康(UNH)$ 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Optum),可以考虑分批布局;若是短线/规避风险的投资者,建议先观察几条关键指标(管理层指引、医疗成本曲线、监管进展)再决断。下面是详细分析。1) 发生了什么(事实)伯克希尔在近期季报/13F 修订里披露,持有约 5 百万股 UNH,价值约 $1.6B(按披露时价格计)。这是伯克希尔自 2010 年后对 UNH 的再度买入UnitedHealth 在 2025 年第二季度报告中披露营收与部分经营数据,并对全年业绩给出新指引。不过在此前几季公司已多次面临利润下压、指引下调与股价显著回撤。2) 为什么市场此前大幅下挫医疗费用与赔付激增:UnitedHealth 报告指出,医疗费用上升幅度超出预期,导致利润率承压,这是近几季盈利下行的主因之一。监管 / 法律风险:公司曾被媒体/监管关注(例如关于 Medicare 相关做法的调查),不确定性让市场情绪脆弱。一次性与事件性风险:包括网络安全事件、管理层变动等(这些都会短期放大风险溢价)。因此股价在短期内出现大幅回撤。3) 巴菲特(伯克希尔)为什么会在此时买入?价值/护城河逻辑:巴菲特系投资长期现金流稳定、护城河明显的公司。UnitedHealth 拥有庞大的会员基础、规模化医险业务(UnitedHealthcare)和高利润率的医疗服务平台(Optum),这些符合价值投资框架。价格与风险溢价:UNH 股价因短期利空被打压——这对长期价值投资者来说,可能构成“以折扣买入优质资产”的机会。伯克希尔这次持股规模相对其总盘不算巨大,且有分析认为部分买入可能由其两位投资经理执行,而非严格由巴菲特个人主导。4) UNH 的中长期基本面展望正面因素(长期支撑)业务规模与网络效应强:UNH","listText":"简短结论(先看要点)巴菲特(伯克希尔)买入 UNH 是一次“价值型买入”的信号,但并不是说短期风险消失。若你是长期投资者且信任 UNH 的业务护城河(尤其是 Optum),可以考虑分批布局;若是短线/规避风险的投资者,建议先观察几条关键指标(管理层指引、医疗成本曲线、监管进展)再决断。下面是详细分析。1) 发生了什么(事实)伯克希尔在近期季报/13F 修订里披露,持有约 5 百万股 UNH,价值约 $1.6B(按披露时价格计)。这是伯克希尔自 2010 年后对 UNH 的再度买入UnitedHealth 在 2025 年第二季度报告中披露营收与部分经营数据,并对全年业绩给出新指引。不过在此前几季公司已多次面临利润下压、指引下调与股价显著回撤。2) 为什么市场此前大幅下挫医疗费用与赔付激增:UnitedHealth 报告指出,医疗费用上升幅度超出预期,导致利润率承压,这是近几季盈利下行的主因之一。监管 / 法律风险:公司曾被媒体/监管关注(例如关于 Medicare 相关做法的调查),不确定性让市场情绪脆弱。一次性与事件性风险:包括网络安全事件、管理层变动等(这些都会短期放大风险溢价)。因此股价在短期内出现大幅回撤。3) 巴菲特(伯克希尔)为什么会在此时买入?价值/护城河逻辑:巴菲特系投资长期现金流稳定、护城河明显的公司。UnitedHealth 拥有庞大的会员基础、规模化医险业务(UnitedHealthcare)和高利润率的医疗服务平台(Optum),这些符合价值投资框架。价格与风险溢价:UNH 股价因短期利空被打压——这对长期价值投资者来说,可能构成“以折扣买入优质资产”的机会。伯克希尔这次持股规模相对其总盘不算巨大,且有分析认为部分买入可能由其两位投资经理执行,而非严格由巴菲特个人主导。4) UNH 的中长期基本面展望正面因素(长期支撑)业务规模与网络效应强:UNH","text":"简短结论(先看要点)巴菲特(伯克希尔)买入 UNH 是一次“价值型买入”的信号,但并不是说短期风险消失。若你是长期投资者且信任 UNH 的业务护城河(尤其是 Optum),可以考虑分批布局;若是短线/规避风险的投资者,建议先观察几条关键指标(管理层指引、医疗成本曲线、监管进展)再决断。下面是详细分析。1) 发生了什么(事实)伯克希尔在近期季报/13F 修订里披露,持有约 5 百万股 UNH,价值约 $1.6B(按披露时价格计)。这是伯克希尔自 2010 年后对 UNH 的再度买入UnitedHealth 在 2025 年第二季度报告中披露营收与部分经营数据,并对全年业绩给出新指引。不过在此前几季公司已多次面临利润下压、指引下调与股价显著回撤。2) 为什么市场此前大幅下挫医疗费用与赔付激增:UnitedHealth 报告指出,医疗费用上升幅度超出预期,导致利润率承压,这是近几季盈利下行的主因之一。监管 / 法律风险:公司曾被媒体/监管关注(例如关于 Medicare 相关做法的调查),不确定性让市场情绪脆弱。一次性与事件性风险:包括网络安全事件、管理层变动等(这些都会短期放大风险溢价)。因此股价在短期内出现大幅回撤。3) 巴菲特(伯克希尔)为什么会在此时买入?价值/护城河逻辑:巴菲特系投资长期现金流稳定、护城河明显的公司。UnitedHealth 拥有庞大的会员基础、规模化医险业务(UnitedHealthcare)和高利润率的医疗服务平台(Optum),这些符合价值投资框架。价格与风险溢价:UNH 股价因短期利空被打压——这对长期价值投资者来说,可能构成“以折扣买入优质资产”的机会。伯克希尔这次持股规模相对其总盘不算巨大,且有分析认为部分买入可能由其两位投资经理执行,而非严格由巴菲特个人主导。4) UNH 的中长期基本面展望正面因素(长期支撑)业务规模与网络效应强:UNH","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467851527356608","isVote":1,"tweetType":1,"viewCount":10034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467853999808704,"gmtCreate":1755244601739,"gmtModify":1755244649867,"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/bca18127aea7146dcdf53d2a249fc2f8","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"themes":[],"title":"巴菲特与段永平二季度持仓梳理:对比、解读与可操作策略","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一、要点速览巴菲特(伯克希尔):仍以 Apple 为头号重仓,但在 2025Q2 减持约 2,000 万股,持仓占比由约 25.8% 下调至约 22.3%;总体策略为“以高质量资产为主、适度获利了结并组合再平衡”。苹果仍是其最大单一持仓。段永平(H&H):组合相对集中、主题性更强。二季度显著加仓英伟达与谷歌,小幅增持苹果,继续重仓拼多多,并清仓 Moderna。整体体现出“在波动中放大对 AI 与大科技的押注”倾向。投资含义:巴菲特提供的是“价值/防守”参考,适合稳健长期;段永平给出的则是“成长/主题”参考,适合愿意承担波动的投资者。普通投资者可根据自身风险偏好在两者间做配置。二、前十大持仓对照伯克希尔(Berkshire Hathaway)——核心持仓与本季变动(摘要)Apple (AAPL):头号重仓;二季度减持约 20M 股,但仍持有数亿股。American Express (AXP):长期重仓,持仓稳定。Coca-Cola (KO):防守型持仓,未见大变动。Bank of America (BAC):持","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一、要点速览巴菲特(伯克希尔):仍以 Apple 为头号重仓,但在 2025Q2 减持约 2,000 万股,持仓占比由约 25.8% 下调至约 22.3%;总体策略为“以高质量资产为主、适度获利了结并组合再平衡”。苹果仍是其最大单一持仓。段永平(H&H):组合相对集中、主题性更强。二季度显著加仓英伟达与谷歌,小幅增持苹果,继续重仓拼多多,并清仓 Moderna。整体体现出“在波动中放大对 AI 与大科技的押注”倾向。投资含义:巴菲特提供的是“价值/防守”参考,适合稳健长期;段永平给出的则是“成长/主题”参考,适合愿意承担波动的投资者。普通投资者可根据自身风险偏好在两者间做配置。二、前十大持仓对照伯克希尔(Berkshire Hathaway)——核心持仓与本季变动(摘要)Apple (AAPL):头号重仓;二季度减持约 20M 股,但仍持有数亿股。American Express (AXP):长期重仓,持仓稳定。Coca-Cola (KO):防守型持仓,未见大变动。Bank of America (BAC):持","text":"$联合健康(UNH)$ $苹果(AAPL)$ $谷歌(GOOG)$ $英伟达(NVDA)$ $拼多多(PDD)$一、要点速览巴菲特(伯克希尔):仍以 Apple 为头号重仓,但在 2025Q2 减持约 2,000 万股,持仓占比由约 25.8% 下调至约 22.3%;总体策略为“以高质量资产为主、适度获利了结并组合再平衡”。苹果仍是其最大单一持仓。段永平(H&H):组合相对集中、主题性更强。二季度显著加仓英伟达与谷歌,小幅增持苹果,继续重仓拼多多,并清仓 Moderna。整体体现出“在波动中放大对 AI 与大科技的押注”倾向。投资含义:巴菲特提供的是“价值/防守”参考,适合稳健长期;段永平给出的则是“成长/主题”参考,适合愿意承担波动的投资者。普通投资者可根据自身风险偏好在两者间做配置。二、前十大持仓对照伯克希尔(Berkshire Hathaway)——核心持仓与本季变动(摘要)Apple (AAPL):头号重仓;二季度减持约 20M 股,但仍持有数亿股。American Express (AXP):长期重仓,持仓稳定。Coca-Cola (KO):防守型持仓,未见大变动。Bank of America (BAC):持","images":[{"img":"https://static.tigerbbs.com/380fdf760e6e3d5c49c4992918c9f2b7","width":"1028","height":"966"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":2,"repostSize":6,"link":"https://laohu8.com/post/467853999808704","isVote":1,"tweetType":1,"viewCount":12370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":467876255694880,"gmtCreate":1755244717055,"gmtModify":1755252769523,"author":{"id":"4211505086936280","authorId":"4211505086936280","name":"Brant0402","avatar":"https://static.tigerbbs.com/f65f6a201faa04e3c7699437325604c2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211505086936280","authorIdStr":"4211505086936280"},"themes":[],"title":"巴菲特Q2持仓大换血:神秘仓位揭晓,地产、医疗入局,减持苹果、银行股释放何种信号?","htmlText":" 在刚刚披露的2025年二季度13F持仓报告中,“股神”沃伦·巴菲特的 <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 再次展示了耐人寻味的投资布局。相较于一季度,巴菲特不仅重磅新建仓多只个股,还在核心持仓上做出明显调整,背后逻辑既体现了对美国经济结构的判断,也暗含了对未来市场风险的防范。 而悬念已久、备受市场关注的那笔“神秘仓位”,似乎也终于现出了真身。 一、神秘仓位或揭晓:Nucor(NUE)成最大黑马 连续两个季度申请保密、总额接近50亿美元的神秘持仓之一,最终指向了美国钢铁巨头——Nucor纽柯钢铁(NUE)。 Q2新建仓:661万股,市值约8.57亿美元。 投资逻辑:钢铁属于工业板块核心,受益于美国基建投资、制造业回流与房地产链需求回暖,同时估值低、现金流稳,是巴菲特偏好的“护城河型”重资产行业。 市场反应:消息公布后,纽柯股价盘后大涨逾6%。 二、新建仓:地产与医疗成最大亮点 除NUE外,本季度伯克希尔还新建仓了多只股票: UnitedHealth (UNH):市值约15.7亿美元,是唯一一只规模足够大、可能由巴菲特本人操刀的新建仓。盘后股价大涨近8%。 Lennar (LEN):新买入705万股,市值约8亿美元,全美领先的住宅建筑商,显示巴菲特押注美国住房市场长期需求的韧性。 D.R. Horton (DHI)、Lamar Advertising (LAMR)、Allegion (ALLE) 同样覆盖住宅、广告与安全门锁等领域,组合体现了“民生刚需+稳定现金流”的布局思路。 投资逻辑:巴菲特在地产链(住宅建筑+钢铁)和医疗","listText":" 在刚刚披露的2025年二季度13F持仓报告中,“股神”沃伦·巴菲特的 <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 再次展示了耐人寻味的投资布局。相较于一季度,巴菲特不仅重磅新建仓多只个股,还在核心持仓上做出明显调整,背后逻辑既体现了对美国经济结构的判断,也暗含了对未来市场风险的防范。 而悬念已久、备受市场关注的那笔“神秘仓位”,似乎也终于现出了真身。 一、神秘仓位或揭晓:Nucor(NUE)成最大黑马 连续两个季度申请保密、总额接近50亿美元的神秘持仓之一,最终指向了美国钢铁巨头——Nucor纽柯钢铁(NUE)。 Q2新建仓:661万股,市值约8.57亿美元。 投资逻辑:钢铁属于工业板块核心,受益于美国基建投资、制造业回流与房地产链需求回暖,同时估值低、现金流稳,是巴菲特偏好的“护城河型”重资产行业。 市场反应:消息公布后,纽柯股价盘后大涨逾6%。 二、新建仓:地产与医疗成最大亮点 除NUE外,本季度伯克希尔还新建仓了多只股票: UnitedHealth (UNH):市值约15.7亿美元,是唯一一只规模足够大、可能由巴菲特本人操刀的新建仓。盘后股价大涨近8%。 Lennar (LEN):新买入705万股,市值约8亿美元,全美领先的住宅建筑商,显示巴菲特押注美国住房市场长期需求的韧性。 D.R. Horton (DHI)、Lamar Advertising (LAMR)、Allegion (ALLE) 同样覆盖住宅、广告与安全门锁等领域,组合体现了“民生刚需+稳定现金流”的布局思路。 投资逻辑:巴菲特在地产链(住宅建筑+钢铁)和医疗","text":"在刚刚披露的2025年二季度13F持仓报告中,“股神”沃伦·巴菲特的 $伯克希尔(BRK.A)$ 再次展示了耐人寻味的投资布局。相较于一季度,巴菲特不仅重磅新建仓多只个股,还在核心持仓上做出明显调整,背后逻辑既体现了对美国经济结构的判断,也暗含了对未来市场风险的防范。 而悬念已久、备受市场关注的那笔“神秘仓位”,似乎也终于现出了真身。 一、神秘仓位或揭晓:Nucor(NUE)成最大黑马 连续两个季度申请保密、总额接近50亿美元的神秘持仓之一,最终指向了美国钢铁巨头——Nucor纽柯钢铁(NUE)。 Q2新建仓:661万股,市值约8.57亿美元。 投资逻辑:钢铁属于工业板块核心,受益于美国基建投资、制造业回流与房地产链需求回暖,同时估值低、现金流稳,是巴菲特偏好的“护城河型”重资产行业。 市场反应:消息公布后,纽柯股价盘后大涨逾6%。 二、新建仓:地产与医疗成最大亮点 除NUE外,本季度伯克希尔还新建仓了多只股票: UnitedHealth (UNH):市值约15.7亿美元,是唯一一只规模足够大、可能由巴菲特本人操刀的新建仓。盘后股价大涨近8%。 Lennar (LEN):新买入705万股,市值约8亿美元,全美领先的住宅建筑商,显示巴菲特押注美国住房市场长期需求的韧性。 D.R. Horton (DHI)、Lamar Advertising (LAMR)、Allegion (ALLE) 同样覆盖住宅、广告与安全门锁等领域,组合体现了“民生刚需+稳定现金流”的布局思路。 投资逻辑:巴菲特在地产链(住宅建筑+钢铁)和医疗","images":[{"img":"https://static.tigerbbs.com/7258b0f89d8b1dcbd88d51ab904964ac","width":"734","height":"412"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/467876255694880","isVote":1,"tweetType":1,"viewCount":9396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"content":"真是厉害,巴菲特的布局深刻又独到,佩服不已![强]","text":"真是厉害,巴菲特的布局深刻又独到,佩服不已![强]","html":"真是厉害,巴菲特的布局深刻又独到,佩服不已![强]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465015086715080,"gmtCreate":1754564628134,"gmtModify":1754565040391,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5400656025182","authorIdStr":"5400656025182"},"themes":[],"title":"腰斩!你还敢买联合健康吗?","htmlText":"如果要评选2025年最让人跌破眼镜的美股蓝筹股, <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 一定榜上有名。这家曾经的“医药界茅台”,今年股价从高点腰斩,市值蒸发数千亿美元。不少投资者“抄底越抄越低”,现在账户红得像急诊室里的心电图,只剩一个问题:现在还能买吗?被套了怎么办?咱们今天来好好聊聊这个问题。从“护城河”到“风暴眼”首先讲结论:UNH不是基本面崩了,而是掉进了一个短期“完美风暴”的陷阱。医保成本飙升、联邦调查、管理层换血,叠加一个高估值环境向正常回归的大背景,一起砸在了这家蓝筹身上。从最新的Q2财报看,UNH表面上营收依旧强劲,单季收入达到1116亿美元,同比增长12.9%。营收这块看着还行,甚至在当前大盘放缓的背景下都算亮眼。但问题在于,底层盈利端已经塌了。GAAP口径下的运营利润从去年同期的78亿美元下降到51亿美元,同比暴跌近35%;调整后每股收益更是从6.8美元掉到4.08美元,跌幅接近40%。简而言之,营收在增长,利润却在跳崖。尤其是医疗赔付率,从85%涨到89%,相当于你挣100块要花掉89块去报销,当然难赚钱。问题核心不是营收能力,而是控费能力。为什么会出现这种“表面风平浪静、底部暗流涌动”的情况?背后的原因主要有四个:一方面,像Nuvaila这类初期布局的项目带来了一次性成本拖累;另一方面,公司旗下部分子业务亏损持续扩大,尤其Optum服务板块的盈利能力出现明显下滑。此外,整个医疗系统的成本上涨,也对保险端利润造成冲击;再叠加一次严重的网络攻击,Optum Insights业务的创新节奏被打乱。更棘手的是,公司高层的变化也加剧了市场的不安。CEO的突然辞职,加上司法部仍在推进反垄断调查,使得管理层的不确定性进一步发酵。这些都不是传闻,而是白纸黑字写在财报和新闻稿里的“硬利空”。Optum还能","listText":"如果要评选2025年最让人跌破眼镜的美股蓝筹股, <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 一定榜上有名。这家曾经的“医药界茅台”,今年股价从高点腰斩,市值蒸发数千亿美元。不少投资者“抄底越抄越低”,现在账户红得像急诊室里的心电图,只剩一个问题:现在还能买吗?被套了怎么办?咱们今天来好好聊聊这个问题。从“护城河”到“风暴眼”首先讲结论:UNH不是基本面崩了,而是掉进了一个短期“完美风暴”的陷阱。医保成本飙升、联邦调查、管理层换血,叠加一个高估值环境向正常回归的大背景,一起砸在了这家蓝筹身上。从最新的Q2财报看,UNH表面上营收依旧强劲,单季收入达到1116亿美元,同比增长12.9%。营收这块看着还行,甚至在当前大盘放缓的背景下都算亮眼。但问题在于,底层盈利端已经塌了。GAAP口径下的运营利润从去年同期的78亿美元下降到51亿美元,同比暴跌近35%;调整后每股收益更是从6.8美元掉到4.08美元,跌幅接近40%。简而言之,营收在增长,利润却在跳崖。尤其是医疗赔付率,从85%涨到89%,相当于你挣100块要花掉89块去报销,当然难赚钱。问题核心不是营收能力,而是控费能力。为什么会出现这种“表面风平浪静、底部暗流涌动”的情况?背后的原因主要有四个:一方面,像Nuvaila这类初期布局的项目带来了一次性成本拖累;另一方面,公司旗下部分子业务亏损持续扩大,尤其Optum服务板块的盈利能力出现明显下滑。此外,整个医疗系统的成本上涨,也对保险端利润造成冲击;再叠加一次严重的网络攻击,Optum Insights业务的创新节奏被打乱。更棘手的是,公司高层的变化也加剧了市场的不安。CEO的突然辞职,加上司法部仍在推进反垄断调查,使得管理层的不确定性进一步发酵。这些都不是传闻,而是白纸黑字写在财报和新闻稿里的“硬利空”。Optum还能","text":"如果要评选2025年最让人跌破眼镜的美股蓝筹股, $联合健康(UNH)$ 一定榜上有名。这家曾经的“医药界茅台”,今年股价从高点腰斩,市值蒸发数千亿美元。不少投资者“抄底越抄越低”,现在账户红得像急诊室里的心电图,只剩一个问题:现在还能买吗?被套了怎么办?咱们今天来好好聊聊这个问题。从“护城河”到“风暴眼”首先讲结论:UNH不是基本面崩了,而是掉进了一个短期“完美风暴”的陷阱。医保成本飙升、联邦调查、管理层换血,叠加一个高估值环境向正常回归的大背景,一起砸在了这家蓝筹身上。从最新的Q2财报看,UNH表面上营收依旧强劲,单季收入达到1116亿美元,同比增长12.9%。营收这块看着还行,甚至在当前大盘放缓的背景下都算亮眼。但问题在于,底层盈利端已经塌了。GAAP口径下的运营利润从去年同期的78亿美元下降到51亿美元,同比暴跌近35%;调整后每股收益更是从6.8美元掉到4.08美元,跌幅接近40%。简而言之,营收在增长,利润却在跳崖。尤其是医疗赔付率,从85%涨到89%,相当于你挣100块要花掉89块去报销,当然难赚钱。问题核心不是营收能力,而是控费能力。为什么会出现这种“表面风平浪静、底部暗流涌动”的情况?背后的原因主要有四个:一方面,像Nuvaila这类初期布局的项目带来了一次性成本拖累;另一方面,公司旗下部分子业务亏损持续扩大,尤其Optum服务板块的盈利能力出现明显下滑。此外,整个医疗系统的成本上涨,也对保险端利润造成冲击;再叠加一次严重的网络攻击,Optum Insights业务的创新节奏被打乱。更棘手的是,公司高层的变化也加剧了市场的不安。CEO的突然辞职,加上司法部仍在推进反垄断调查,使得管理层的不确定性进一步发酵。这些都不是传闻,而是白纸黑字写在财报和新闻稿里的“硬利空”。Optum还能","images":[{"img":"https://static.tigerbbs.com/ba691284955f7f5b2fd734c9c86e8fb5","width":"1024","height":"1024"},{"img":"https://static.tigerbbs.com/49d4bd27f719ca91d0b00c8782ac4d60","width":"694","height":"988"},{"img":"https://static.tigerbbs.com/9b1fb31eb0347babefa59cc5275a0eec","width":"690","height":"1078"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/465015086715080","isVote":1,"tweetType":1,"viewCount":15597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010485","authorIdStr":"10000000000010485"},"content":"这种规模和刚需、非高科技的公司EPS居然能瞬间腰斩(从30到16),想不明白,真是瞎搞","text":"这种规模和刚需、非高科技的公司EPS居然能瞬间腰斩(从30到16),想不明白,真是瞎搞","html":"这种规模和刚需、非高科技的公司EPS居然能瞬间腰斩(从30到16),想不明白,真是瞎搞"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":467899877593344,"gmtCreate":1755250073394,"gmtModify":1755250500416,"author":{"id":"59453294767938","authorId":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"59453294767938","authorIdStr":"59453294767938"},"themes":[],"title":"实盘+美港股解读 – 美股全部大涨要往哪里去,港股二次筑底加利好形成暴涨8/13","htmlText":"实盘: 美股,当8/1调整的时候,我们就明确指出该调整是高位第一次调整,基本就是3~5%的水平,那么,目前,持续的反弹并创新高就不会感到奇怪,这就是节奏和周期的问题。我们可以说有各种外在因素的加持和影响,并且,结构和空间也会不一样,但整体形势不会有根本性改变,港股大涨,并不会改变,港股波动大,波段操作的整体策略,反而会增强我们波段操作的效果,因为,最近几个月的逻辑还是非常清晰的。 1,盘面情况,标普大盘的大涨,会形成群体一致性的冲动吗? 盘面,大盘在周一相对低调稳定,以小幅收跌迎接CPI,夜盘时段也是微幅振荡,波动很小不需要过多描述,盘前CPI的公布,立竿见影,虽有振荡,依然接近中阳的程度结束盘前。正式开盘后,先是高开短时上冲,随后有快速下探检验支撑,之后,一路上扬,最终最高位收出大涨结果。 2,K线分析 从技术上看,一方面,大盘一直稳健攀升,强势而不过热,另外一方面,大盘在牛市情绪下,持续亢奋,结合基本面经济数据的配合,形成了大盘的持续创新高。就目前的现状来说, 我们还是坚持之前的策略,先追随趋势,趋势比人们想象的更持久。同时,密切大盘的整体结构,其结构变化和时间周期,加上基本面的变化,最终会让行情发生一些转折,那么,我们就可以做出对应的调整,目前,新高后,会有一定的消化吸收需要,先看看振荡效果如何。 3,市场消息和基本面, 周二,市场最大的消息,毫无疑问是略微低于预期的CPI(核心CPI还稍微高一点点),其实,只要没有显著增加已经是胜利了,加上疲软的就业,降息预期拉满,加上中美关税的稳定环境,英伟达,AMD的宽松AI政策,让整个市场热情彻底激发。后面,关税的最终落地影响,应该还有一定波折,但是,那毕竟还是靠后一点,后面我们会一点点涉及到。 $恒生指数$ 恒指,沟通群的早评时,已经提到了三个因素,CPI的利好也直接影响港股A股的预期,更重要的是,港股,经历了两次探底(特别","listText":"实盘: 美股,当8/1调整的时候,我们就明确指出该调整是高位第一次调整,基本就是3~5%的水平,那么,目前,持续的反弹并创新高就不会感到奇怪,这就是节奏和周期的问题。我们可以说有各种外在因素的加持和影响,并且,结构和空间也会不一样,但整体形势不会有根本性改变,港股大涨,并不会改变,港股波动大,波段操作的整体策略,反而会增强我们波段操作的效果,因为,最近几个月的逻辑还是非常清晰的。 1,盘面情况,标普大盘的大涨,会形成群体一致性的冲动吗? 盘面,大盘在周一相对低调稳定,以小幅收跌迎接CPI,夜盘时段也是微幅振荡,波动很小不需要过多描述,盘前CPI的公布,立竿见影,虽有振荡,依然接近中阳的程度结束盘前。正式开盘后,先是高开短时上冲,随后有快速下探检验支撑,之后,一路上扬,最终最高位收出大涨结果。 2,K线分析 从技术上看,一方面,大盘一直稳健攀升,强势而不过热,另外一方面,大盘在牛市情绪下,持续亢奋,结合基本面经济数据的配合,形成了大盘的持续创新高。就目前的现状来说, 我们还是坚持之前的策略,先追随趋势,趋势比人们想象的更持久。同时,密切大盘的整体结构,其结构变化和时间周期,加上基本面的变化,最终会让行情发生一些转折,那么,我们就可以做出对应的调整,目前,新高后,会有一定的消化吸收需要,先看看振荡效果如何。 3,市场消息和基本面, 周二,市场最大的消息,毫无疑问是略微低于预期的CPI(核心CPI还稍微高一点点),其实,只要没有显著增加已经是胜利了,加上疲软的就业,降息预期拉满,加上中美关税的稳定环境,英伟达,AMD的宽松AI政策,让整个市场热情彻底激发。后面,关税的最终落地影响,应该还有一定波折,但是,那毕竟还是靠后一点,后面我们会一点点涉及到。 $恒生指数$ 恒指,沟通群的早评时,已经提到了三个因素,CPI的利好也直接影响港股A股的预期,更重要的是,港股,经历了两次探底(特别","text":"实盘: 美股,当8/1调整的时候,我们就明确指出该调整是高位第一次调整,基本就是3~5%的水平,那么,目前,持续的反弹并创新高就不会感到奇怪,这就是节奏和周期的问题。我们可以说有各种外在因素的加持和影响,并且,结构和空间也会不一样,但整体形势不会有根本性改变,港股大涨,并不会改变,港股波动大,波段操作的整体策略,反而会增强我们波段操作的效果,因为,最近几个月的逻辑还是非常清晰的。 1,盘面情况,标普大盘的大涨,会形成群体一致性的冲动吗? 盘面,大盘在周一相对低调稳定,以小幅收跌迎接CPI,夜盘时段也是微幅振荡,波动很小不需要过多描述,盘前CPI的公布,立竿见影,虽有振荡,依然接近中阳的程度结束盘前。正式开盘后,先是高开短时上冲,随后有快速下探检验支撑,之后,一路上扬,最终最高位收出大涨结果。 2,K线分析 从技术上看,一方面,大盘一直稳健攀升,强势而不过热,另外一方面,大盘在牛市情绪下,持续亢奋,结合基本面经济数据的配合,形成了大盘的持续创新高。就目前的现状来说, 我们还是坚持之前的策略,先追随趋势,趋势比人们想象的更持久。同时,密切大盘的整体结构,其结构变化和时间周期,加上基本面的变化,最终会让行情发生一些转折,那么,我们就可以做出对应的调整,目前,新高后,会有一定的消化吸收需要,先看看振荡效果如何。 3,市场消息和基本面, 周二,市场最大的消息,毫无疑问是略微低于预期的CPI(核心CPI还稍微高一点点),其实,只要没有显著增加已经是胜利了,加上疲软的就业,降息预期拉满,加上中美关税的稳定环境,英伟达,AMD的宽松AI政策,让整个市场热情彻底激发。后面,关税的最终落地影响,应该还有一定波折,但是,那毕竟还是靠后一点,后面我们会一点点涉及到。 $恒生指数$ 恒指,沟通群的早评时,已经提到了三个因素,CPI的利好也直接影响港股A股的预期,更重要的是,港股,经历了两次探底(特别","images":[{"img":"https://static.tigerbbs.com/84bbe3c2c6b4296461c1206a20b66ee1","width":"906","height":"1459"},{"img":"https://static.tigerbbs.com/4943bf42ccdc8c141345ca220efc273f","width":"1080","height":"683"},{"img":"https://static.tigerbbs.com/cdf695092aec9c7ff64e57681b1ae315","width":"1080","height":"683"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467899877593344","isVote":1,"tweetType":1,"viewCount":7915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274766307479","authorId":"3479274766307479","name":"价值的漫步","avatar":"https://static.tigerbbs.com/78bec073397d54a68f80879dd87fd45c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274766307479","authorIdStr":"3479274766307479"},"content":"波段操作策略不错,但要谨慎哦","text":"波段操作策略不错,但要谨慎哦","html":"波段操作策略不错,但要谨慎哦"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":467877555450056,"gmtCreate":1755250287956,"gmtModify":1755250738958,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"212008496769156","authorIdStr":"212008496769156"},"themes":[],"title":"\"抄腰\"UNH并不是巴菲特Q2的最大惊喜,抄底地产才是!","htmlText":"每次伯克希尔·哈撒韦的13F一出,市场的第一反应都是去找“巴菲特买了谁”。这次Q2,媒体焦点几乎都放在了他新进的 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 上——毕竟医疗保险行业现金流稳、抗周期性强,而且经过多轮事件性打压,股价已经从高点跌去70%,这种抄底行为看起来很巴菲特(尽管他的成本价在411美元,可谓抄到“腰”上了。可能相对很多投资者更高),但他有可能Q3继续抄底,并摊低成本。但如果你细看细抠,会发现真正的亮点,其实不在医疗,而是在地产链条。Q2 伯克希尔做了几件耐人寻味的事:新建 D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> (美国头部地产开发商),市值近 2 亿美金。新进 Lamar Advertising <a href=\"https://laohu8.com/S/LAMR\">$拉马尔户外广告(LAMR)$</a> (美国户外广告龙头,核心客户包括地产与商业物业),虽然仓位不大,但这是典型的“地产链配套”资产。此外,还新建了Lennar <a href=\"https://laohu8.com/S/LEN\">$莱纳建筑公司(LEN)$</a> 和增持了部分建筑相关标的,与钢铁龙头 <a href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> 搭配,构成了一条完整的地产—基建—广告链布局。很多人可能会问,现在美国地产还值得抄底吗?要知道,美联储虽然在放风降息,但高利率的尾巴还没完全甩掉,房贷成本依旧压制成交。但巴菲特的风格是“逆人性”——当周期低点徘徊、情绪悲观时,他开始建仓地产开发商和配套服务。显然,他看到的不是短期成交数据,而是未来2–3年的供需修复与库存压力释放。更有意思的是Lam","listText":"每次伯克希尔·哈撒韦的13F一出,市场的第一反应都是去找“巴菲特买了谁”。这次Q2,媒体焦点几乎都放在了他新进的 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 上——毕竟医疗保险行业现金流稳、抗周期性强,而且经过多轮事件性打压,股价已经从高点跌去70%,这种抄底行为看起来很巴菲特(尽管他的成本价在411美元,可谓抄到“腰”上了。可能相对很多投资者更高),但他有可能Q3继续抄底,并摊低成本。但如果你细看细抠,会发现真正的亮点,其实不在医疗,而是在地产链条。Q2 伯克希尔做了几件耐人寻味的事:新建 D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> (美国头部地产开发商),市值近 2 亿美金。新进 Lamar Advertising <a href=\"https://laohu8.com/S/LAMR\">$拉马尔户外广告(LAMR)$</a> (美国户外广告龙头,核心客户包括地产与商业物业),虽然仓位不大,但这是典型的“地产链配套”资产。此外,还新建了Lennar <a href=\"https://laohu8.com/S/LEN\">$莱纳建筑公司(LEN)$</a> 和增持了部分建筑相关标的,与钢铁龙头 <a href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> 搭配,构成了一条完整的地产—基建—广告链布局。很多人可能会问,现在美国地产还值得抄底吗?要知道,美联储虽然在放风降息,但高利率的尾巴还没完全甩掉,房贷成本依旧压制成交。但巴菲特的风格是“逆人性”——当周期低点徘徊、情绪悲观时,他开始建仓地产开发商和配套服务。显然,他看到的不是短期成交数据,而是未来2–3年的供需修复与库存压力释放。更有意思的是Lam","text":"每次伯克希尔·哈撒韦的13F一出,市场的第一反应都是去找“巴菲特买了谁”。这次Q2,媒体焦点几乎都放在了他新进的 $联合健康(UNH)$ 上——毕竟医疗保险行业现金流稳、抗周期性强,而且经过多轮事件性打压,股价已经从高点跌去70%,这种抄底行为看起来很巴菲特(尽管他的成本价在411美元,可谓抄到“腰”上了。可能相对很多投资者更高),但他有可能Q3继续抄底,并摊低成本。但如果你细看细抠,会发现真正的亮点,其实不在医疗,而是在地产链条。Q2 伯克希尔做了几件耐人寻味的事:新建 D.R. Horton $霍顿房屋(DHI)$ (美国头部地产开发商),市值近 2 亿美金。新进 Lamar Advertising $拉马尔户外广告(LAMR)$ (美国户外广告龙头,核心客户包括地产与商业物业),虽然仓位不大,但这是典型的“地产链配套”资产。此外,还新建了Lennar $莱纳建筑公司(LEN)$ 和增持了部分建筑相关标的,与钢铁龙头 $纽柯钢铁(NUE)$ 搭配,构成了一条完整的地产—基建—广告链布局。很多人可能会问,现在美国地产还值得抄底吗?要知道,美联储虽然在放风降息,但高利率的尾巴还没完全甩掉,房贷成本依旧压制成交。但巴菲特的风格是“逆人性”——当周期低点徘徊、情绪悲观时,他开始建仓地产开发商和配套服务。显然,他看到的不是短期成交数据,而是未来2–3年的供需修复与库存压力释放。更有意思的是Lam","images":[{"img":"https://static.tigerbbs.com/c421d119ad2a5b0dd62e5d34ceabe9da"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":19,"commentSize":2,"repostSize":8,"link":"https://laohu8.com/post/467877555450056","isVote":1,"tweetType":1,"viewCount":19904,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010300","authorId":"10000000000010300","name":"一起手牵手","avatar":"https://static.tigerbbs.com/8ba918f1f958c1c1d7bc552dcd772a5e","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010300","authorIdStr":"10000000000010300"},"content":"地产链的未来确实值得关注,巴菲特这次布局很聪明","text":"地产链的未来确实值得关注,巴菲特这次布局很聪明","html":"地产链的未来确实值得关注,巴菲特这次布局很聪明"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":467845648842952,"gmtCreate":1755242498257,"gmtModify":1755242542068,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"【晒单有奖】终于跟上了巴菲特的步伐!快来晒晒你的UNH~","htmlText":"喜欢抄底的小虎们,大家有福了呀[可爱]一个芯片 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ,一个医疗 <a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> ,一个保险 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> ,都涨得不错,这段时间大科技把其他板块流动性都抽干了,是该拣点便宜货了[得意]而且这一次,是有各个大佬的助阵的。最新13F数据,截止2025年 Q2,“大空头”Michael Burry本轮重点押注医疗板块,eg. 建仓了UNH、 <a href=\"https://laohu8.com/S/REGN\">$再生元制药公司(REGN)$</a> 的长期看涨期权(Leap Call)和正股,合计超37%的仓位,对这个赛道接下来近一年都很乐观;David Tepper也在Q2加仓了7亿美元的UNH,减仓了拼多多、阿里巴巴等Q1重仓的中概;另外能把UNH股价盘后拉升10%的,主要还是巴菲特,他真的买了!伯克希尔·哈撒韦Q2买了15亿美元,超500万股的UNH,季末市值约16亿美元,另外加仓了 <a href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> , <a href=\"https://laohu8.com/S/LEN\">$莱纳建筑公司(LEN)$</a> , <a href=\"https://laohu8.com/S/POOL\">$Pool Corporation(POOL)$</a> , <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> ,继续减持","listText":"喜欢抄底的小虎们,大家有福了呀[可爱]一个芯片 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> ,一个医疗 <a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> ,一个保险 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> ,都涨得不错,这段时间大科技把其他板块流动性都抽干了,是该拣点便宜货了[得意]而且这一次,是有各个大佬的助阵的。最新13F数据,截止2025年 Q2,“大空头”Michael Burry本轮重点押注医疗板块,eg. 建仓了UNH、 <a href=\"https://laohu8.com/S/REGN\">$再生元制药公司(REGN)$</a> 的长期看涨期权(Leap Call)和正股,合计超37%的仓位,对这个赛道接下来近一年都很乐观;David Tepper也在Q2加仓了7亿美元的UNH,减仓了拼多多、阿里巴巴等Q1重仓的中概;另外能把UNH股价盘后拉升10%的,主要还是巴菲特,他真的买了!伯克希尔·哈撒韦Q2买了15亿美元,超500万股的UNH,季末市值约16亿美元,另外加仓了 <a href=\"https://laohu8.com/S/NUE\">$纽柯钢铁(NUE)$</a> , <a href=\"https://laohu8.com/S/LEN\">$莱纳建筑公司(LEN)$</a> , <a href=\"https://laohu8.com/S/POOL\">$Pool Corporation(POOL)$</a> , <a href=\"https://laohu8.com/S/DHI\">$霍顿房屋(DHI)$</a> ,继续减持","text":"喜欢抄底的小虎们,大家有福了呀[可爱]一个芯片 $英特尔(INTC)$ ,一个医疗 $礼来(LLY)$ ,一个保险 $联合健康(UNH)$ ,都涨得不错,这段时间大科技把其他板块流动性都抽干了,是该拣点便宜货了[得意]而且这一次,是有各个大佬的助阵的。最新13F数据,截止2025年 Q2,“大空头”Michael Burry本轮重点押注医疗板块,eg. 建仓了UNH、 $再生元制药公司(REGN)$ 的长期看涨期权(Leap Call)和正股,合计超37%的仓位,对这个赛道接下来近一年都很乐观;David Tepper也在Q2加仓了7亿美元的UNH,减仓了拼多多、阿里巴巴等Q1重仓的中概;另外能把UNH股价盘后拉升10%的,主要还是巴菲特,他真的买了!伯克希尔·哈撒韦Q2买了15亿美元,超500万股的UNH,季末市值约16亿美元,另外加仓了 $纽柯钢铁(NUE)$ , $莱纳建筑公司(LEN)$ , $Pool Corporation(POOL)$ , $霍顿房屋(DHI)$ ,继续减持","images":[{"img":"https://static.tigerbbs.com/c296b899ff62804cc9a7ca08bd8fc607"},{"img":"https://static.tigerbbs.com/b0bebabfe48c98923c9a7c653f7f6a1b"},{"img":"https://static.tigerbbs.com/70a3bbcba04f6fda98a30fb209a96094"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/467845648842952","isVote":1,"tweetType":1,"viewCount":13172,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":7,"crmLevelSwitch":0,"idStr":"5400656025182","authorIdStr":"5400656025182"},"content":"$联合健康(UNH)$申请出战","text":"$联合健康(UNH)$申请出战","html":"$联合健康(UNH)$申请出战"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":462220255490168,"gmtCreate":1753867149464,"gmtModify":1753879973361,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1436866998000","authorIdStr":"1436866998000"},"themes":[],"title":"PYPL财报后大跌近9%:宏大区块链故事难掩“增长失速”?","htmlText":"周二, <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 最深跌 9%,收盘仍跌 8.66%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。一、发生了什么?7 月 29 日盘后, <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 公布 2025Q2 业绩:营收 83.0 亿美元(YoY +5%),EPS 1.40 美元,双双高于华尔街预期的 80.8 亿美元 / 1.30 美元。但指引“喜忧参半”:全年 EPS 从 4.95–5.10 美元上调至 5.15–5.30 美元;全年营收增速却被管理层下调至 5–6%(此前 8–9%)。CEO Alex Chriss 强调 AI、广告、加密钱包等新业务仍在加速落地,但宏观及利率不确定性或继续压制短期估值。市场直接“用脚投票”——隔夜最深跌 9%,收盘仍跌 8.6%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 年初至今跌幅扩大至约 10%,显著落后于 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 同期 +10% 的表现。二、财报数据拆解:增长、盈利、现金流交易规模 :总支付额(TPV) 4,435 亿美元,同比 +6%,环比仅 +1%,增速连续第三个季度放缓。 – 总交易笔数 62 亿笔,同比 -5%;若剔除 PSP(聚合类)交易,笔数仅 +6%,显示“客单价”提升主要靠高单价跨境场景。盈利结构:交易利润 38.4 亿美元(+7%),Margin +3.7%,环比持平;剔除利息后的交易利润 +8%,主要得益于费率微升","listText":"周二, <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 最深跌 9%,收盘仍跌 8.66%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。一、发生了什么?7 月 29 日盘后, <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 公布 2025Q2 业绩:营收 83.0 亿美元(YoY +5%),EPS 1.40 美元,双双高于华尔街预期的 80.8 亿美元 / 1.30 美元。但指引“喜忧参半”:全年 EPS 从 4.95–5.10 美元上调至 5.15–5.30 美元;全年营收增速却被管理层下调至 5–6%(此前 8–9%)。CEO Alex Chriss 强调 AI、广告、加密钱包等新业务仍在加速落地,但宏观及利率不确定性或继续压制短期估值。市场直接“用脚投票”——隔夜最深跌 9%,收盘仍跌 8.6%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 年初至今跌幅扩大至约 10%,显著落后于 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 同期 +10% 的表现。二、财报数据拆解:增长、盈利、现金流交易规模 :总支付额(TPV) 4,435 亿美元,同比 +6%,环比仅 +1%,增速连续第三个季度放缓。 – 总交易笔数 62 亿笔,同比 -5%;若剔除 PSP(聚合类)交易,笔数仅 +6%,显示“客单价”提升主要靠高单价跨境场景。盈利结构:交易利润 38.4 亿美元(+7%),Margin +3.7%,环比持平;剔除利息后的交易利润 +8%,主要得益于费率微升","text":"周二, $PayPal(PYPL)$ 最深跌 9%,收盘仍跌 8.66%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。一、发生了什么?7 月 29 日盘后, $PayPal(PYPL)$ 公布 2025Q2 业绩:营收 83.0 亿美元(YoY +5%),EPS 1.40 美元,双双高于华尔街预期的 80.8 亿美元 / 1.30 美元。但指引“喜忧参半”:全年 EPS 从 4.95–5.10 美元上调至 5.15–5.30 美元;全年营收增速却被管理层下调至 5–6%(此前 8–9%)。CEO Alex Chriss 强调 AI、广告、加密钱包等新业务仍在加速落地,但宏观及利率不确定性或继续压制短期估值。市场直接“用脚投票”——隔夜最深跌 9%,收盘仍跌 8.6%,创 2 月以来最大单日跌幅,市值一夜蒸发约 60 亿美元。$PayPal(PYPL)$ 年初至今跌幅扩大至约 10%,显著落后于 $纳斯达克(.IXIC)$ 同期 +10% 的表现。二、财报数据拆解:增长、盈利、现金流交易规模 :总支付额(TPV) 4,435 亿美元,同比 +6%,环比仅 +1%,增速连续第三个季度放缓。 – 总交易笔数 62 亿笔,同比 -5%;若剔除 PSP(聚合类)交易,笔数仅 +6%,显示“客单价”提升主要靠高单价跨境场景。盈利结构:交易利润 38.4 亿美元(+7%),Margin +3.7%,环比持平;剔除利息后的交易利润 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也不敢买。 股神,需要大资金体量大跟才有意义","listText":"没有, 也不敢买。 股神,需要大资金体量大跟才有意义","text":"没有, 也不敢买。 股神,需要大资金体量大跟才有意义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472042931020616","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469602757812712,"gmtCreate":1755680232832,"gmtModify":1755680235554,"author":{"id":"4181293384865822","authorId":"4181293384865822","name":"笑沧海","avatar":"https://static.tigerbbs.com/5488ab114d16edde2f014b57923c65b2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181293384865822","authorIdStr":"4181293384865822"},"themes":[],"htmlText":"今天继续普涨,继续逼空,洗盘技术太不好了,大家裤子都脱了,就这?现在量能已经连续6天超两万亿,两万亿以上没有佯攻全是主攻,缩量才是行情最大的敌人,只要有量,所有震荡都是洗盘,话说某队本来是压盘的,怎么压着压着把指数压新高了,我也是很难理解<a href=\"https://laohu8.com/S/000158\">$常山北明(000158)$ </a> <a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a> <a 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咱们普通投资者可以从中借鉴,投资不能被短期波动带偏,要像巴菲特一样,深入分析行业和企业基本面,寻找被市场错杀的机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467994426630392","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469716071960600,"gmtCreate":1755699021838,"gmtModify":1755699023654,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010488","authorIdStr":"10000000000010488"},"themes":[],"htmlText":"外面科技股涨这么多回调挺正常,这里也回调就难搞了。今天先回踩300支撑位,撑不住就下看250,就看之前跟风买能不能拿稳了 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","listText":"外面科技股涨这么多回调挺正常,这里也回调就难搞了。今天先回踩300支撑位,撑不住就下看250,就看之前跟风买能不能拿稳了 <a 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DeVeydt上任,背景履历很丰富。新CEO不行,看下新CFO如何。[吃瓜]市场已经有人将股价触底的两个医疗股比作是2022年的Meta和奈飞,认为风险回报稳健,且具有上涨潜力。相比当下FOMO驱使下的热门板块,医疗板块简直就是“黄金洼地”!今年已经错过很多大牛股了,就像昨天的 <a href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> 和 <a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$</a> ,一个半年报强劲,一天24%,2025年内累计涨幅200%;一个好像突然风评变好了,已经有机构投资者把东方甄选对标Costco了,2025年内累计涨幅44%。这些都是业务出现新转机,在较为长期的过程中波动上升的,考验人性呀~所以大家觉得,联合健康、诺和诺德,是否是当下不可错过的机会?一只股票,你最长持股时间能拿多久?[可爱]","listText":"今日份地狱笑话:等我600的联合健康和140的诺和诺德回本了,就和你离婚。[抠鼻]今年的 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 和 <a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$</a> ,两家医疗行业龙头,股价都接近腰斩,分别下跌49.8%、44%,有一种要做长期投资的感觉了。根据美银最新报告,联合健康目前面临着增长放缓+盈利能力重估的挑战,它的恢复之路会非常缓慢——预计2025年每股收益(EPS)为16美元,低于此前预期的20.14美元,投资者要耐心等待复苏(预计到2028年)。按照美银的原话就是,这是一次必要但痛苦的盈利重置。不过股价已创下52周新低的UNH,虽然不知道能否持续,也已连续两个交易日累计反弹近6%,据传是新CFO Wayne S. 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