美股异动|联合健康股价狂飙11.98%巴菲特重拾医疗保险板块引领投资风潮

Core Viewpoint - The significant rise in UnitedHealth Group's stock price, driven by Berkshire Hathaway's substantial investment, reflects market confidence in the company's long-term potential despite recent challenges [1][2]. Group 1: Stock Performance - On August 15, UnitedHealth's stock surged by 11.98%, reaching its highest point since July 2025 [1]. - Berkshire Hathaway purchased 5.04 million shares of UnitedHealth, valued at approximately $1.572 billion, marking its first investment in the healthcare insurance sector since 2010 [1]. Group 2: Market Context - UnitedHealth faced several challenges, including lowered profit expectations, the resignation of its CEO, and an investigation by the U.S. Department of Justice regarding its billing practices [1]. - The company experienced a nearly 50% stock price drop in the second quarter due to these issues, including a violent incident involving an executive [1]. Group 3: Investment Strategy - Berkshire Hathaway's investment is seen as a classic example of value investing, where the firm identifies long-term potential during periods of market pessimism [2]. - The ongoing focus on healthcare costs and adjustments in UnitedHealth's business model suggest potential for future growth, despite short-term challenges [2]. - Investors are encouraged to consider the company's long-term stability and competitive advantages in the U.S. healthcare insurance market [2].