<p>在疫情期间，远程医疗股表现不俗。</p>
<p>数百万人被封锁在家，仍然需要医疗护理，远程医疗股票，如 <strong>特医健康</strong>（纽约证券交易所：TDOC），从约 80 美元飙升至 288.80 美元的高点。</p>
<p>当时，随着疫情没有减退的迹象，麦肯锡的分析师估计 “高达 2500 亿美元，或所有医疗保险、医疗补助和商业门诊、办公室和家庭医疗支出的 20% 可以通过虚拟方式完成。”</p>
<p>特朗普政府签署了一项行政命令，延长了提供给医疗保险受益人的远程医疗服务。麦肯锡补充说，对远程医疗的需求比疫情爆发前增加了 38 倍。</p>
<p>甚至在那个时候，对远程医疗的风险投资也增加了两倍。</p>
<p>然后一切都结束了。一旦危机结束，远程医疗股的大幅增长也随之结束。比如 TDOC 现在的股价约为 8 美元一股。</p>
<p>然而，尽管许多股票现在远离了它们的高点，但还不要轻视它们。由于患者仍在使用远程医疗进行心理健康护理、处方更新、肥胖治疗等，远程医疗股仍存在许多机会。</p>
<h2><strong>Hims &amp; Hers Health（HIMS）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Lori Butcher / Shutterstock.com</p>
<p><strong>Hims &amp; Hers Health</strong>（纽约证券交易所：HIMS）一直是市场上最具爆发力的远程医疗股之一。</p>
<p>自 2023 年底触底约 6 美元后，股价飙升至 26 美元的高点。由于整体市场回落，目前回落至 17.56 美元，这是一个低位买入的机会。</p>
<p>首先，该公司将推出一种与 <strong>诺和诺德</strong>（纽约证券交易所：NVO）的 Wegovy 和 Ozempic 竞争的 GLP-1 注射剂。《福布斯》补充说：“Hims 表示，其治疗方案使用与 Ozempic 和 Wegovy 相同的活性成分，后者在没有保险的情况下每月售价为 1350 美元。”</p>
<p>其次，尽管该公司曾因据称将其 GLP-1 称为 Mounjaro 和 Zepbound 而受到批评，但 <strong>美国银行</strong>（纽约证券交易所：BAC）表示 HIMS 没有进行任何误导性声明。</p>
<p>第三，预计今天收盘后的收益将会强劲。每股盈利的共识预期为 13 美分，同比增长 533%。营收预期约为 3.016 亿美元，同比增长 45%。</p>
<p>再次强调，我会利用最近的低迷作为买入的理由。</p>
<h2><strong>American Well Corporation（AMWL）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Stephanie L Sanchez / Shutterstock.com</p>
<p>从约 45 美元下跌至 5 美元低点后，<strong>American Well</strong>（纽约证券交易所：AMWL）再次显示出生机。最近交易价格低于 10 美元，AMWL 刚刚发布了超出预期的收益。</p>
<p>尽管它发布了每股亏损 3.36 美元，但仍然比预期高出 54 美分。收入为 6280 万美元，同比增长 0.6%，超出 119 万美元。更重要的是，该公司发布了略微改善的指引。现在，它预计调整后的 EBITDA 亏损将在 1.45 亿美元至 1.5 亿美元之间，而不是 1.55 亿美元至 1.6 亿美元的亏损。</p>
<p>虽然这并不值得大书特书，但它显示了一些进展。</p>
<p>在帮助方面，TD Cowen 的分析师刚刚将其价格目标从 2 美元上调至 12 美元，并给予持有评级。Stifel 也将其价格目标从 2 美元上调至 9 美元，并给予持有评级，指出 2024 年的指引 “看起来是可以实现的”，正如 TheFly.com 所述。</p>
<h2><strong>Global X Telemedicine &amp; Digital Health ETF（EDOC）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：shutterstock.com/Champhei</p>
<p>或者，如果您宁愿以不到 9 美元的价格投资于 41 家远程医疗相关公司，可以选择 <strong>Global X Telemedicine &amp; Digital Health ETF</strong>（纳斯达克：EDOC）。</p>
<p>该 ETF 的费用比率为 0.68%，投资于涉及远程医疗、医疗保健分析、连接健康设备和数字化的公司。其一些主要持股包括 <strong>瑞思迈</strong>（纽约证券交易所：RMD）、<strong>Insulet</strong>（纳斯达克：PODD）、<strong>Doximity</strong>（纽约证券交易所：DOCS）和 <strong>Tandem Diabetes</strong>（纳斯达克：TNDM）。</p>
<p>从技术上看，EDOC ETF 在今年大部分时间都在 8.50 美元和 9.50 美元之间的狭窄区间内波动。最终，我希望看到它突破并首次测试 10.25 美元。</p>
<p><em>在发布日期，Ian Cooper 对所提到的证券没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p><em>在发布日期，负责编辑对本文提到的证券没有（直接或间接）任何持仓。</em></p>
<p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
<p>技术</p>
<p>成长股</p>

HIMS

AMWL

<p>在疫情期间，远程医疗股票经历了一轮激增，随着对远程医疗服务需求的显著增加。然而，危机结束后，股票价格出现了下跌。尽管如此，在远程医疗股票领域仍然存在机会，特别是在心理健康护理和处方补充等领域。Hims & Hers Health 和 American Well Corporation 是两只值得考虑的远程医疗股票。此外，投资者可以通过 Global X 远程医疗与数字健康 ETF 来实现投资组合的多样化</p>

<p>Telemedicine stocks could do no wrong during the pandemic.</p>
<div class="lb-trans"><p>在疫情期间，远程医疗股表现不俗。</p>
</div><p>With millions on lockdown and still in need of medical care, telemedicine stocks, like <strong>Teledoc Health</strong> (NYSE:TDOC) ranfrom about $80 to a high of $288.80.</p>
<div class="lb-trans"><p>数百万人被封锁在家，仍然需要医疗护理，远程医疗股票，如 <strong>特医健康</strong>（纽约证券交易所：TDOC），从约 80 美元飙升至 288.80 美元的高点。</p>
</div><p>At the time, with the pandemic showing no signs of cooling, analysts at McKinsey estimated “that up to $250 billion, or 20% of all Medicare, Medicaid, and commercial outpatient, office, and home health spend could be done virtually.”</p>
<div class="lb-trans"><p>当时，随着疫情没有减退的迹象，麦肯锡的分析师估计 “高达 2500 亿美元，或所有医疗保险、医疗补助和商业门诊、办公室和家庭医疗支出的 20% 可以通过虚拟方式完成。”</p>
</div><p>The Trump Administration signed an executive order to extend telehealth services offered to Medicare beneficiaries. Anddemand for telehealth exploded 38x higher than before the pandemic, added McKinsey.</p>
<div class="lb-trans"><p>特朗普政府签署了一项行政命令，延长了提供给医疗保险受益人的远程医疗服务。麦肯锡补充说，对远程医疗的需求比疫情爆发前增加了 38 倍。</p>
</div><p>Even venture capital investments in telemedicine tripled at the time.</p>
<div class="lb-trans"><p>甚至在那个时候，对远程医疗的风险投资也增加了两倍。</p>
</div><p>And then it was all over. Once the crisis ended, so did the massive run in telemedicine stocks. TDOC, for one, now trades at about $8 a share.</p>
<div class="lb-trans"><p>然后一切都结束了。一旦危机结束，远程医疗股的大幅增长也随之结束。比如 TDOC 现在的股价约为 8 美元一股。</p>
</div><p>However, while many are now well off their highs, don’t write them off just yet. With patients still using telemedicine for mental health care, prescription refills, obesity treatment updates, etc. there’s still a good deal of opportunity in telemedicine stocks.</p>
<div class="lb-trans"><p>然而，尽管许多股票现在远离了它们的高点，但还不要轻视它们。由于患者仍在使用远程医疗进行心理健康护理、处方更新、肥胖治疗等，远程医疗股仍存在许多机会。</p>
</div><h2><strong>Hims &amp; Hers Health (HIMS)</strong></h2>
<div class="lb-trans"><h2><strong>Hims &amp; Hers Health（HIMS）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Lori Butcher / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Lori Butcher / Shutterstock.com</p>
</div><p><strong>Hims &amp; Hers Health</strong> (NYSE: <strong>HIMS</strong>) has been one of the most explosive telehealth stocks on the market.</p>
<div class="lb-trans"><p><strong>Hims &amp; Hers Health</strong>（纽约证券交易所：HIMS）一直是市场上最具爆发力的远程医疗股之一。</p>
</div><p>Since bottoming out at around $6 in late 2023, it rallied to a high of $26. Now back to $17.56 thanks to the broad market pullback, it’s a buy on weakness.</p>
<div class="lb-trans"><p>自 2023 年底触底约 6 美元后，股价飙升至 26 美元的高点。由于整体市场回落，目前回落至 17.56 美元，这是一个低位买入的机会。</p>
</div><p>For one, the company will offer a GLP-1 injection that competes with <strong>Novo Nordisk’s</strong> (NYSE: <strong>NVO</strong>) Wegovy and Ozempic. “Hims said its treatment uses the same active ingredient as Ozempic and Wegovy, the latter of which costs $1,350 per month without insurance,” added Forbes.com.</p>
<div class="lb-trans"><p>首先，该公司将推出一种与 <strong>诺和诺德</strong>（纽约证券交易所：NVO）的 Wegovy 和 Ozempic 竞争的 GLP-1 注射剂。《福布斯》补充说：“Hims 表示，其治疗方案使用与 Ozempic 和 Wegovy 相同的活性成分，后者在没有保险的情况下每月售价为 1350 美元。”</p>
</div><p>Two, while the company did come under fire for allegedly referring to its GLP-1 as Mounjaro and Zepbound, <strong>Bank of America</strong> (NYSE: <strong>BAC</strong>) says HIMS isn’t making any misleading claims.</p>
<div class="lb-trans"><p>其次，尽管该公司曾因据称将其 GLP-1 称为 Mounjaro 和 Zepbound 而受到批评，但 <strong>美国银行</strong>（纽约证券交易所：BAC）表示 HIMS 没有进行任何误导性声明。</p>
</div><p>Three, earnings are expected to be strong after the closing bell today. The consensus earnings per share estimate is 13 cents, which would be 533% year-over-year growth. The revenue estimate is about $301.6 million, which would be 45% year-over-year growth.</p>
<div class="lb-trans"><p>第三，预计今天收盘后的收益将会强劲。每股盈利的共识预期为 13 美分，同比增长 533%。营收预期约为 3.016 亿美元，同比增长 45%。</p>
</div><p>Again, I’d use recent weakness as a reason to buy.</p>
<div class="lb-trans"><p>再次强调，我会利用最近的低迷作为买入的理由。</p>
</div><h2><strong>American Well Corporation (AMWL)</strong></h2>
<div class="lb-trans"><h2><strong>American Well Corporation（AMWL）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Stephanie L Sanchez / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Stephanie L Sanchez / Shutterstock.com</p>
</div><p>After slipping from about $45 to a low of $5, <strong>American Well</strong> (NYSE: <strong>AMWL</strong>) is showing signs of life again. Last trading at under $10, AMWL just posted better-than-expected earnings.</p>
<div class="lb-trans"><p>从约 45 美元下跌至 5 美元低点后，<strong>American Well</strong>（纽约证券交易所：AMWL）再次显示出生机。最近交易价格低于 10 美元，AMWL 刚刚发布了超出预期的收益。</p>
</div><p>While it did post an EPS loss of $3.36, it still beat estimates by 54 cents. Revenue of $62.8 million, up 0.6% year over year beat by $1.19 million. Better, the company issued slightly- improved guidance. It now expects to post an adjusted EBITDA loss of between $145 million and $150 million instead of a loss of $155 million to $160 million.</p>
<div class="lb-trans"><p>尽管它发布了每股亏损 3.36 美元，但仍然比预期高出 54 美分。收入为 6280 万美元，同比增长 0.6%，超出 119 万美元。更重要的是，该公司发布了略微改善的指引。现在，它预计调整后的 EBITDA 亏损将在 1.45 亿美元至 1.5 亿美元之间，而不是 1.55 亿美元至 1.6 亿美元的亏损。</p>
</div><p>It’s nothing to write home about, but it shows some progress.</p>
<div class="lb-trans"><p>虽然这并不值得大书特书，但它显示了一些进展。</p>
</div><p>Helping, analysts at TD Cowen just raised its price target to $12 from $2 with a hold rating. Stifel also raised its price target to $9 from $2 with a hold rating, noting that 2024 guidance “looks achievable,” as noted by TheFly.com.</p>
<div class="lb-trans"><p>在帮助方面，TD Cowen 的分析师刚刚将其价格目标从 2 美元上调至 12 美元，并给予持有评级。Stifel 也将其价格目标从 2 美元上调至 9 美元，并给予持有评级，指出 2024 年的指引 “看起来是可以实现的”，正如 TheFly.com 所述。</p>
</div><h2><strong>Global X Telemedicine &amp; Digital Health ETF (EDOC)</strong></h2>
<div class="lb-trans"><h2><strong>Global X Telemedicine &amp; Digital Health ETF（EDOC）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/Champhei</p>
<div class="lb-trans"><p>来源：shutterstock.com/Champhei</p>
</div><p>Or, if you’d rather diversify with 41 telemedicine-related stocks at less than $9 a share, there’s the <strong>Global X Telemedicine &amp; Digital Health ETF</strong> (NASDAQ: <strong>EDOC</strong>).</p>
<div class="lb-trans"><p>或者，如果您宁愿以不到 9 美元的价格投资于 41 家远程医疗相关公司，可以选择 <strong>Global X Telemedicine &amp; Digital Health ETF</strong>（纳斯达克：EDOC）。</p>
</div><p>With an expense ratio of 0.68%, the ETF invests in companies involved with telemedicine, healthcare analytics, connected health devices and digitization. Some of its top holdings include <strong>Resmed</strong> (NYSE: <strong>RMD</strong>), <strong>Insulet</strong>(NASDAQ: <strong>PODD</strong>), <strong>Doximity</strong> (NYSE: <strong>DOCS</strong>) and <strong>Tandem Diabetes</strong>(NASDAQ: <strong>TNDM</strong>).</p>
<div class="lb-trans"><p>该 ETF 的费用比率为 0.68%，投资于涉及远程医疗、医疗保健分析、连接健康设备和数字化的公司。其一些主要持股包括 <strong>瑞思迈</strong>（纽约证券交易所：RMD）、<strong>Insulet</strong>（纳斯达克：PODD）、<strong>Doximity</strong>（纽约证券交易所：DOCS）和 <strong>Tandem Diabetes</strong>（纳斯达克：TNDM）。</p>
</div><p>Technically, the EDOC ETF has been bouncing around in a tight channel between $8.50 and $9.50 for most of the year. Eventually, I’d like to see it break out with an initial test of $10.25.</p>
<div class="lb-trans"><p>从技术上看，EDOC ETF 在今年大部分时间都在 8.50 美元和 9.50 美元之间的狭窄区间内波动。最终，我希望看到它突破并首次测试 10.25 美元。</p>
</div><p><em>On the date of publication, Ian Cooper did not have (either directly or indirectly) any positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在发布日期，Ian Cooper 对所提到的证券没有（直接或间接）任何持仓。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p><em>在发布日期，负责编辑对本文提到的证券没有（直接或间接）任何持仓。</em></p>
</div><p>Ian Cooper, a contributor to InvestorPlace.com, has been analyzing stocks and options for web-based advisories since 1999.</p>
<div class="lb-trans"><p>Ian Cooper 是 InvestorPlace.com 的撰稿人，自 1999 年以来一直在为基于网络的咨询服务分析股票和期权。</p>
</div><p>Technology</p>
<div class="lb-trans"><p>技术</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>成长股</p>
</div>

3 只可能推动医疗变革的远程医疗股票