异动解读 | 联合健康盘前大涨近13%,巴菲特等投资大佬集体"抄底"

异动解读08-15

8月15日消息,美国最大的健康保险公司联合健康集团(UnitedHealth Group,股票代码:UNH)股价在周五盘前交易中大涨12.90%,截至发稿报304.50美元。这一显著涨幅主要源于多位投资界大佬集体"抄底"该公司股票的消息。

根据最新披露的13F报告,"股神"沃伦·巴菲特旗下的伯克希尔哈撒韦公司在第二季度新建了联合健康的仓位,买入约504万股,按6月底市值计算约15.7亿美元。这是伯克希尔自2010年退出后,时隔14年再次进入医疗保险板块。

除巴菲特外,"华尔街抄底王"戴维·泰珀(David Tepper)旗下的Appaloosa基金也在二季度大举增持了230万股联合健康,持股价值达7.64亿美元。此外,"大空头"迈克尔·伯里(Michael Burry)等知名投资者也披露了对联合健康的新增持仓。

值得注意的是,这些大佬的逆势买入发生在联合健康股价大幅下跌之际。今年以来,由于医疗成本上升、面临司法部调查以及网络攻击等多重不利因素,联合健康股价一度累计下跌近50%。然而,多位投资大师的集体加仓无疑为市场注入了一剂强心剂,提振了投资者对联合健康未来发展前景的信心。

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