$联合健康(UNH)_老虎社区_美港股上老虎 - 老虎社区

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keep calm
2025-05-13

$联合健康(UNH)$

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绩后冲高回落！接下来看涨or看跌？

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。

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keep calm
·2025-05-13
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
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Hermione
·2025-05-14
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
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小鹏2020
·2025-05-13
现在怎么说？
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- 小鹏2020回复我是一个牛逼的人:
  你说的对。我342进来了。。。
  2025-05-13
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- 我是一个牛逼的人回复小鹏2020:
  哈哈，还没到底
  2025-05-13
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- 小鹏2020回复我是一个牛逼的人:
  现在能入不
  2025-05-13
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yjteng
·2025-05-13
坚定持有
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