大涨！巴菲特“抄底”保险巨头 二季度建仓6只股票

Core Viewpoint - Despite nearing retirement, Buffett's ability to identify valuable investments remains strong, as evidenced by significant stock purchases in the second quarter by Berkshire Hathaway, particularly in UnitedHealth Group, which saw a notable pre-market surge [2][3]. Group 1: UnitedHealth Group - UnitedHealth's stock price surged over 12% in pre-market trading after Buffett's investment, following a period where the stock had dropped more than 50% over the past year, resulting in a market cap loss of nearly $270 billion [3][4]. - The company is under investigation by the U.S. Department of Justice for potential billing misconduct related to its Medicare Advantage plans, raising concerns about inflated risk scores for higher reimbursements [4]. - The recent murder of the former CEO of the insurance division, Brian Thompson, has led to public outcry regarding the U.S. healthcare system, compounding the company's challenges [5]. Group 2: Berkshire Hathaway's Investments - In the second quarter, Berkshire Hathaway acquired over 5 million shares of UnitedHealth, with a market value of approximately $1.57 billion at the end of the quarter [5]. - Other stocks purchased by Berkshire include Nucor Steel (over 6.6 million shares, $860 million), Lennar (over 7 million shares, $780 million), D.R. Horton (1.485 million shares, $190 million), Lamar Advertising (about 1.17 million shares, $140 million), and Allegion (780,000 shares, $110 million), totaling a market value of approximately $3.65 billion for these new positions [7]. - In addition to new purchases, Berkshire reduced its stake in Apple by 20 million shares (approximately 6.67%) while still maintaining it as the largest holding [9].