<p>看起来政治正在动摇医疗行业。最近几周，几只蓝筹医疗股一直在下滑。原因是什么？可能是罗伯特·F·肯尼迪（Robert F. Kennedy Jr.）最近被提名为即将上任的特朗普政府的卫生与公共服务部部长。</p>
<p>在整个选举周期中，肯尼迪一直公开表达希望在多个机构，包括食品药品监督管理局（FDA）进行重大变革的愿望。这给与该机构合作的企业，尤其是制药公司，带来了不确定性。</p>
<p>虽然目前尚不清楚这一切将如何发展，但这种恐惧已将一些知名的派息医疗公司压低到值得长期投资者考虑的吸引人估值。</p>
<p>以下是今天值得关注的三只引人注目的股票：</p>
<h2>1. 艾伯维</h2>
<p>制药巨头 <strong>艾伯维</strong>（AbbVie）(ABBV 3.04%）的股票目前比其高点下跌超过 18%。但下跌的原因不仅仅是政治焦虑；艾伯维去年花费 87 亿美元收购了 Cerevel，寻求该公司的精神药物管线。然而，Cerevel 的精神分裂症药物 emraclidine 意外地在临床试验中失败，这让人对艾伯维能否从这近 90 亿美元的投资中获得回报产生了严重怀疑。</p>
<p>如此有前景的资产遭遇失败并不理想。不过，艾伯维是一家多元化的制药公司，拥有许多增长产品，这些产品帮助抵消了 Humira 的损失，Humira 是一款在去年失去专利保护的超级畅销产品。值得注意的是，股票的丰厚股息是稳固的。艾伯维目前的股息收益率为 3.7%，其股息支付比率仅为预计 2024 年收益的 56%。因此，emraclidine 的失败虽然令人失望，但并不会对艾伯维造成致命打击。</p>
<p>该股票目前的前瞻市盈率为 15 倍。与此同时，分析师预计艾伯维的收益将在长期内平均增长 8% 到 9%。这是一个以 PEG 比率 1.7 购买优质派息股票的机会，对于艾伯维的预期增长来说，这是一个不错的交易。假设估值大致保持不变，投资者可能会看到增长和股息结合，带来平均每年 11% 到 13% 的总回报。</p>
<h2>2. 辉瑞</h2>
<p>新冠疫情为 <strong>辉瑞</strong>（Pfizer）(PFE 2.07%）创造了商业繁荣，但这种繁荣已经消退，收益下降和行业情绪恶化的结合使得股票受到惩罚。现在的股票交易价格不到 9 倍的收益。这种低估值意味着辉瑞这家行业巨头正处于困境。该股票的 6.7% 股息收益率是自 2008-2009 年金融危机以来的最高水平。</p>
<p>高收益率可能暗示着麻烦，但辉瑞的情况还不错。公司的股息支付比率仅为其 2024 年收益预估的 58%。此外，辉瑞已将业务重心转向肿瘤学，拥有健康的产品管线，分析师预计未来三到五年年化收益增长将达到 10% 到 11%。</p>
<p>投资者可以以低廉的价格购买一只资金充足、高收益的派息股票辉瑞。管理层承诺支持并增加股息。随着所有这些政治噪音的平息，情绪似乎可能会重新回到辉瑞的有利一方，使辉瑞成为一个具有高潜力的逆向投资股票。</p>
<h2>3. 强生</h2>
<p>医疗设备和制药巨头 <strong>强生</strong>（Johnson &amp; Johnson）(JNJ -0.21%）是另一只最近稳步下滑的股票。该股票目前比其高点下跌 18%，市盈率为强生 2024 年收益预估的 15 倍。此外，该公司仍在努力解决其滑石粉诉讼，这可能最终会花费数十亿美元。从这个角度来看，抛售是有道理的。</p>
<p>然而，强生的关键要点是，这些挑战可能不会削弱公司的优秀基本面，因此也不会影响股票对长期投资者的吸引力。该公司在资产负债表上拥有超过 200 亿美元的现金，而大型和解款项通常会在多年内支付。强生是一家股息之王，拥有标准普尔的 AAA 信用评级。没有哪家公司的资金比强生更雄厚。</p>
<p>强生不断创新并收购新资产以推动稳定增长。分析师预计该公司的收益在未来三到五年将平均增长 5% 到 6%。这本身就应该推动股息的提高，而这还没有考虑到相对温和的 50% 支付比率（基于 2024 年收益预估）。强生并不是一只快速致富的股票，但提供了慷慨的 3.2% 收益率和持续增长的股息。这样的稳定增长和坚如磐石的资产负债表在仅 15 倍的市盈率下看起来相当不错。</p>

艾伯维

<p>医疗行业由于政治变化面临不确定性，特别是罗伯特·F·肯尼迪 Jr. 被提名为卫生与公共服务部部长。这导致几只蓝筹医疗股出现下跌，为长期投资者创造了买入机会。推荐的三只分红股票是艾伯维、辉瑞和强生，尽管近期面临挑战，但它们都提供了稳健的收益和增长潜力。艾伯维的收益率为 3.7%，辉瑞为 6.7%，强生为 3.2%，所有股票都具备强大的基本面和增长前景</p>

<p>It looks like politics is shaking up the healthcare industry. Several blue-chip healthcare stocks have been on the slide in recent weeks. The cause? It could be the recent nomination of Robert F. Kennedy Jr. as the Secretary of Health and Human Services for the incoming Trump administration.</p>
<div class="lb-trans"><p>看起来政治正在动摇医疗行业。最近几周，几只蓝筹医疗股一直在下滑。原因是什么？可能是罗伯特·F·肯尼迪（Robert F. Kennedy Jr.）最近被提名为即将上任的特朗普政府的卫生与公共服务部部长。</p>
</div><p>Throughout the election cycle, Kennedy has been vocal about his desire to make big changes at several agencies, including the Food &amp; Drug Administration (FDA). This has introduced uncertainty for businesses that work with the agency, especially pharmaceutical companies.</p>
<div class="lb-trans"><p>在整个选举周期中，肯尼迪一直公开表达希望在多个机构，包括食品药品监督管理局（FDA）进行重大变革的愿望。这给与该机构合作的企业，尤其是制药公司，带来了不确定性。</p>
</div><p>While it remains to be seen what will come of all this, the fear has knocked some prominent dividend-paying healthcare companies down to appetizing valuations that long-term investors should consider taking advantage of.</p>
<div class="lb-trans"><p>虽然目前尚不清楚这一切将如何发展，但这种恐惧已将一些知名的派息医疗公司压低到值得长期投资者考虑的吸引人估值。</p>
</div><p>Here are three compelling buys to look into today:</p>
<div class="lb-trans"><p>以下是今天值得关注的三只引人注目的股票：</p>
</div><h2>1. AbbVie</h2>
<div class="lb-trans"><h2>1. 艾伯维</h2>
</div><p>Shares of pharmaceutical giant <strong>AbbVie</strong>(ABBV 3.04%) are currently trading down over 18% from their high. But it's not just political angst dropping the stock; AbbVie paid $8.7 billion to acquire Cerevel last year, seeking the company's pipeline of psychiatric drugs. However, Cerevel's schizophrenia drug emraclidine unexpectedly failed its clinical trials, raising severe doubts that AbbVie will get much return on that nearly $9 billion investment.</p>
<div class="lb-trans"><p>制药巨头 <strong>艾伯维</strong>（AbbVie）(ABBV 3.04%）的股票目前比其高点下跌超过 18%。但下跌的原因不仅仅是政治焦虑；艾伯维去年花费 87 亿美元收购了 Cerevel，寻求该公司的精神药物管线。然而，Cerevel 的精神分裂症药物 emraclidine 意外地在临床试验中失败，这让人对艾伯维能否从这近 90 亿美元的投资中获得回报产生了严重怀疑。</p>
</div><p>It's not ideal that such a promising asset has fallen on its face. Still, AbbVie is a well-diversified drug company with plenty of growing products that have helped offset the losses from Humira, a mega-blockbuster product that came off of its patent protection last year. Notably, the stock's fantastic dividend is on solid ground. AbbVie currently yields 3.7%, and its dividend payout ratio is just 56% of its estimated 2024 earnings. So, the failure of emraclidine hurts, but it doesn't make or break AbbVie.</p>
<div class="lb-trans"><p>如此有前景的资产遭遇失败并不理想。不过，艾伯维是一家多元化的制药公司，拥有许多增长产品，这些产品帮助抵消了 Humira 的损失，Humira 是一款在去年失去专利保护的超级畅销产品。值得注意的是，股票的丰厚股息是稳固的。艾伯维目前的股息收益率为 3.7%，其股息支付比率仅为预计 2024 年收益的 56%。因此，emraclidine 的失败虽然令人失望，但并不会对艾伯维造成致命打击。</p>
</div><p>The stock now trades at a forward P/E ratio of 15. Meanwhile, analysts estimate AbbVie's earnings will grow by an average of 8% to 9% annually over the long term. This is an opportunity to buy a top-notch dividend stock at a PEG ratio of 1.7, a solid deal for AbbVie's expected growth. Assuming the valuation stays roughly the same, investors could see growth and dividends combine for total returns averaging 11% to 13% annually over time.</p>
<div class="lb-trans"><p>该股票目前的前瞻市盈率为 15 倍。与此同时，分析师预计艾伯维的收益将在长期内平均增长 8% 到 9%。这是一个以 PEG 比率 1.7 购买优质派息股票的机会，对于艾伯维的预期增长来说，这是一个不错的交易。假设估值大致保持不变，投资者可能会看到增长和股息结合，带来平均每年 11% 到 13% 的总回报。</p>
</div><h2>2. Pfizer</h2>
<div class="lb-trans"><h2>2. 辉瑞</h2>
</div><p>The COVID-19 pandemic created a business boom for <strong>Pfizer</strong>(PFE 2.07%), but that's dried up, and the combination of declining earnings and sour industry sentiment has punished the stock. Shares now trade at less than 9 times earnings. Such a low valuation would imply that Pfizer, an industry giant, is on the ropes. The stock's 6.7% dividend yield is the highest it's ever been outside of the financial crisis in 2008-2009.</p>
<div class="lb-trans"><p>新冠疫情为 <strong>辉瑞</strong>（Pfizer）(PFE 2.07%）创造了商业繁荣，但这种繁荣已经消退，收益下降和行业情绪恶化的结合使得股票受到惩罚。现在的股票交易价格不到 9 倍的收益。这种低估值意味着辉瑞这家行业巨头正处于困境。该股票的 6.7% 股息收益率是自 2008-2009 年金融危机以来的最高水平。</p>
</div><p>A high yield can signal trouble, but Pfizer is doing just fine. The company's dividend payout ratio is only 58% of its 2024 earnings estimates. Plus, Pfizer has pivoted its business to oncology, with a healthy pipeline and analysts calling for 10% to 11% annualized earnings growth over the next three to five years.</p>
<div class="lb-trans"><p>高收益率可能暗示着麻烦，但辉瑞的情况还不错。公司的股息支付比率仅为其 2024 年收益预估的 58%。此外，辉瑞已将业务重心转向肿瘤学，拥有健康的产品管线，分析师预计未来三到五年年化收益增长将达到 10% 到 11%。</p>
</div><p>Investors can buy a well-funded, high-yield dividend stock at a bargain price in Pfizer. Management has committed to supporting <em>and increasing</em> the dividend. It seems sentiment may turn back in Pfizer's favor once all this political noise settles down, making Pfizer a contrarian stock idea with a high upside.</p>
<div class="lb-trans"><p>投资者可以以低廉的价格购买一只资金充足、高收益的派息股票辉瑞。管理层承诺支持并增加股息。随着所有这些政治噪音的平息，情绪似乎可能会重新回到辉瑞的有利一方，使辉瑞成为一个具有高潜力的逆向投资股票。</p>
</div><h2>3. Johnson &amp; Johnson</h2>
<div class="lb-trans"><h2>3. 强生</h2>
</div><p>Medical device and pharmaceutical conglomerate <strong>Johnson &amp; Johnson</strong>(JNJ -0.21%) is another stock that's steadily drifted lower in recent weeks. The stock is now 18% off its high and sits at 15 times Johnson &amp; Johnson's 2024 earnings estimates. Plus, the company is still trying to resolve its talcum powder litigation, which could cost billions of dollars when it's all said and done. The sell-off makes sense in that light.</p>
<div class="lb-trans"><p>医疗设备和制药巨头 <strong>强生</strong>（Johnson &amp; Johnson）(JNJ -0.21%）是另一只最近稳步下滑的股票。该股票目前比其高点下跌 18%，市盈率为强生 2024 年收益预估的 15 倍。此外，该公司仍在努力解决其滑石粉诉讼，这可能最终会花费数十亿美元。从这个角度来看，抛售是有道理的。</p>
</div><p>However, the critical takeaway with Johnson &amp; Johnson is that these challenges likely don't dent the company's fantastic fundamentals and, thus, the stock's appeal to long-term investors. The company has over $20 billion in cash sitting on its balance sheet, and a large settlement would likely be paid out over many years, anyway. Johnson &amp; Johnson is a Dividend King with a perfect AAA credit rating from <strong>Standard &amp; Poor's</strong>. Corporate coffers don't get much deeper than Johnson &amp; Johnson's.</p>
<div class="lb-trans"><p>然而，强生的关键要点是，这些挑战可能不会削弱公司的优秀基本面，因此也不会影响股票对长期投资者的吸引力。该公司在资产负债表上拥有超过 200 亿美元的现金，而大型和解款项通常会在多年内支付。强生是一家股息之王，拥有标准普尔的 AAA 信用评级。没有哪家公司的资金比强生更雄厚。</p>
</div><p>Johnson &amp; Johnson constantly innovates and acquires new assets to drive steady growth. Analysts estimate the company's earnings will grow by an average of 5% to 6% annually over the next three to five years. That alone should push the dividend higher, and that's without factoring in a pretty modest 50% payout ratio (based on 2024 earnings estimates). Johnson &amp; Johnson isn't a get-rich-quick stock but offers a generous 3.2% yield and a continually growing dividend. That steady growth and ironclad balance sheet look pretty good at just 15 times earnings.</p>
<div class="lb-trans"><p>强生不断创新并收购新资产以推动稳定增长。分析师预计该公司的收益在未来三到五年将平均增长 5% 到 6%。这本身就应该推动股息的提高，而这还没有考虑到相对温和的 50% 支付比率（基于 2024 年收益预估）。强生并不是一只快速致富的股票，但提供了慷慨的 3.2% 收益率和持续增长的股息。这样的稳定增长和坚如磐石的资产负债表在仅 15 倍的市盈率下看起来相当不错。</p>
</div>

3 只在 11 月强烈推荐买入的股息股票