大涨！巴菲特“抄底”保险巨头

Core Viewpoint - Despite nearing retirement, Buffett's ability to identify valuable investments remains strong, as evidenced by his recent stock purchases, particularly in UnitedHealth Group, which has seen significant price movements following his investment [1][2]. Group 1: UnitedHealth Group - UnitedHealth Group's stock experienced a pre-market surge of over 12% following Buffett's investment, indicating strong market interest [2][4]. - The company has faced significant challenges, including a more than 50% decline in stock price over the past year, resulting in a market cap loss of nearly $270 billion [5]. - Ongoing investigations by the U.S. Department of Justice regarding billing practices for Medicare Advantage plans have raised concerns about the company's operations [7]. - Despite these issues, Buffett's Berkshire Hathaway acquired over 5 million shares of UnitedHealth in Q2, with a market value of approximately $1.57 billion at the end of the quarter [8]. Group 2: Other Stocks Acquired by Berkshire Hathaway - In addition to UnitedHealth, Berkshire Hathaway also made significant investments in six other stocks during Q2, including Nucor Steel, Lennar, D.R. Horton, Lamar Advertising, and Allegion, with a total market value of approximately $3.65 billion [11]. - Nucor Steel saw a purchase of over 6.6 million shares, valued at about $860 million, while Lennar had over 7 million shares bought, valued at approximately $780 million [11]. - Other stocks like D.R. Horton, Lamar Advertising, and Allegion also received substantial investments, indicating a diversified approach to new acquisitions [11]. Group 3: Changes in Existing Holdings - Berkshire Hathaway reduced its stake in Apple by 20 million shares, a decrease of about 6.67%, while still maintaining it as the largest holding [12]. - The company also reduced its holdings in U.S. Bank by 26.3 million shares, a decrease of approximately 4.17% [12]. - Additionally, Berkshire increased its positions in several sectors, including oil and beverage companies, reflecting a strategic adjustment in its investment portfolio [12].