<p>忘记今年早些时候经历的市场抛售吧。股票再次火热。但估值也随之升温——在许多情况下，可能过高了。</p>
<p>不过，这并不意味着你不能找到值得购买的优质股票。以下是我目前推荐的最佳股票，适合投资 $1,000（按字母顺序排列）。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM1NzIvd29tYW4tc21pbGluZy1sb29raW5nLWF0LWxhcHRvcC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM1NzIvd29tYW4tc21pbGluZy1sb29raW5nLWF0LWxhcHRvcC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 阿里巴巴集团</h2>
<p>想要一次性投资于人工智能（AI）、云计算、数字媒体和电子商务？你可以购买 <strong>Amazon</strong> 或谷歌母公司 <strong>Alphabet</strong> 的股票。我都喜欢这两只股票，但现在还有另一只股票可以说更具吸引力：<strong>阿里巴巴集团</strong>(BABA -1.94%)。</p>
<p>与 Amazon 和 Alphabet 一样，阿里巴巴在人工智能领域也是领导者。这家中国科技巨头在未来三年内将投资约 530 亿美元用于其人工智能计划。它是亚洲最大的云服务提供商，也是全球第四大云服务提供商。阿里巴巴还运营着两个基于商品交易总额的最大在线市场，淘宝和天猫。</p>
<p>也许阿里巴巴最好的地方在于，它的估值并未反映其增长潜力。该股票的前瞻市盈率仅为 11.6 倍。其市盈率与增长比（PEG）为 0.9，基于分析师对未来五年盈利增长的预测，属于较低水平。</p>
<p>当然，阿里巴巴位于中国这一事实是其低估值的一个关键因素。然而，国家领导人无疑希望阿里巴巴取得成功。他们当然不希望在与西方的人工智能竞争中落后。我认为，现在以低于 115 美元的价格购买阿里巴巴的股票，在未来几年将会获得丰厚的回报。</p>
<h2>2. 联合健康集团</h2>
<p>你可能会认为我疯了，把 <strong>联合健康集团</strong>(UNH 0.40%) 列入这个名单。这家大型医疗公司的股票比之前的高点下跌了近 50%。该公司在 5 月份撤回了全年的指导，距离下调前景不到一个月。</p>
<p>几乎所有可能出错的事情都发生在联合健康身上。其前首席执行官安德鲁·威蒂意外辞职。《华尔街日报》报道称，联合健康集团正受到美国司法部的刑事调查。特朗普总统威胁要 “消灭” 药房福利管理者（PBMs）。联合健康集团的 Optum Rx PBM 产生了公司近三分之一的总收入。</p>
<p>现在，带来一些好消息：经过过度抛售后，联合健康集团的股票看起来像个便宜货。该股票的前瞻市盈率为 13.7 倍。这是这只蓝筹股多年来最便宜的估值。</p>
<p>我并不担心公司撤回指导的根本原因：高于预期的医疗保险优势成本。这个问题明年通过提高保费相对容易解决。</p>
<p>我喜欢联合健康集团重新任命斯蒂芬·赫姆斯利为首席执行官。而且，现在为司法部的调查感到恐慌还为时已早。我敢打赌，包括 Optum Rx 在内的 PBMs，即使在特朗普总统离开白宫后，仍然会赚很多钱。</p>
<p>在我看来，联合健康集团的抛售过头了。以大约 326 美元的价格购买这只股票，对于长期投资者来说，看起来是个捡便宜的机会。</p>
<h2>3. Vertex 制药公司</h2>
<p><strong>Vertex 制药公司</strong>(VRTX 0.57%) 并没有面临来自中国的挑战；它的总部位于马萨诸塞州。这家大型制药公司没有像联合健康集团那样经历多轮坏消息。我认为从几乎每个角度来看，Vertex 的前景都是积极的。</p>
<p>首先，Vertex 继续在治疗囊性纤维化（CF）的根本原因方面保持垄断地位。随着公司最新的 CF 疗法 Alyftrek 的逐步推广，其市场主导地位无疑将进一步巩固。</p>
<p>Vertex 还有另一种新产品在市场上，即非阿片类止痛药 Journavx，我预计它将成为一款巨大的畅销药。Journavx 于 2025 年 1 月获得美国监管机构的批准，成为二十多年来首个获批的新类别止痛药。</p>
<p>我喜欢 Vertex 的产品管道前景。该公司可能会在明年申请 zimislecel 的监管批准，这是一种具有治愈重度 1 型糖尿病潜力的胰岛细胞疗法。Vertex 还有另外两种在后期测试中的实验疗法，针对的疾病影响的患者数量超过 CF。</p>
<p>Vertex 的估值看起来也很有吸引力。尽管这只生物科技股票的前瞻市盈率接近 25 倍，可能看起来不算特别吸引人，但其 PEG 比率却低至 0.58。随着 Vertex 的股价徘徊在 450 美元左右，你将能够与阿里巴巴和联合健康集团一起投资于这家有前景的制药公司，并且仍然能从最初的 $1,000 中剩下一些钱。</p>

联合健康

VERX

福泰制药

阿里巴巴

阿里巴巴-W

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>这篇文章讨论了投资 1000 美元的最佳股票，重点介绍了三家公司：阿里巴巴集团、联合健康和 Vertex 制药。阿里巴巴因其低估值和在人工智能方面的重大投资而受到关注，而联合健康在经历了剧烈抛售后被视为一个便宜的选择，尽管面临近期挑战。Vertex 因其在囊性纤维化治疗中的强大市场地位和有前景的产品线而受到赞誉。作者认为这些股票为长期投资者提供了巨大的潜力</p>

<p>Forget the market sell-off experienced earlier this year. Stocks are hot again. But valuations have heated up as well -- perhaps too much, in many cases.</p>
<div class="lb-trans"><p>忘记今年早些时候经历的市场抛售吧。股票再次火热。但估值也随之升温——在许多情况下，可能过高了。</p>
</div><p>That doesn't mean you can't still find great stocks to buy, though. Here are my picks for the best stocks to invest $1,000 in right now (listed alphabetically).</p>
<div class="lb-trans"><p>不过，这并不意味着你不能找到值得购买的优质股票。以下是我目前推荐的最佳股票，适合投资 $1,000（按字母顺序排列）。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM1NzIvd29tYW4tc21pbGluZy1sb29raW5nLWF0LWxhcHRvcC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823572%2Fwoman-smiling-looking-at-laptop.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Alibaba Group</h2>
<div class="lb-trans"><h2>1. 阿里巴巴集团</h2>
</div><p>Want to invest in artificial intelligence (AI), cloud computing, digital media, and e-commerce in one fell swoop? You could buy shares of <strong>Amazon</strong> or Google parent <strong>Alphabet</strong>. I like both of those stocks, but there's another pick that's arguably even more attractive right now: <strong>Alibaba Group</strong>(BABA -1.94%).</p>
<div class="lb-trans"><p>想要一次性投资于人工智能（AI）、云计算、数字媒体和电子商务？你可以购买 <strong>Amazon</strong> 或谷歌母公司 <strong>Alphabet</strong> 的股票。我都喜欢这两只股票，但现在还有另一只股票可以说更具吸引力：<strong>阿里巴巴集团</strong>(BABA -1.94%)。</p>
</div><p>Like Amazon and Alphabet, Alibaba is a leader in AI. The Chinese tech giant is investing roughly $53 billion in its AI initiatives over the next three years. It ranks as the largest cloud services provider in Asia and the fourth-largest in the world. Alibaba also operates two of the largest online marketplaces based on gross merchandise volume, Taobao and Tmall.</p>
<div class="lb-trans"><p>与 Amazon 和 Alphabet 一样，阿里巴巴在人工智能领域也是领导者。这家中国科技巨头在未来三年内将投资约 530 亿美元用于其人工智能计划。它是亚洲最大的云服务提供商，也是全球第四大云服务提供商。阿里巴巴还运营着两个基于商品交易总额的最大在线市场，淘宝和天猫。</p>
</div><p>Perhaps the best thing about Alibaba is that its valuation doesn't reflect its growth potential. The stock trades at only 11.6 times forward earnings. Its price-to-earnings-to-growth (PEG) ratio, which is based on analysts' five-year earnings growth projections, is a low 0.9.</p>
<div class="lb-trans"><p>也许阿里巴巴最好的地方在于，它的估值并未反映其增长潜力。该股票的前瞻市盈率仅为 11.6 倍。其市盈率与增长比（PEG）为 0.9，基于分析师对未来五年盈利增长的预测，属于较低水平。</p>
</div><p>To be sure, the fact that Alibaba is based in China is a key factor behind its low valuation. However, the country's leaders undoubtedly want Alibaba to succeed. And they certainly don't want to fall behind in the AI race with the West. I think buying a share of Alibaba now for under $115 will pay off handsomely over the next few years.</p>
<div class="lb-trans"><p>当然，阿里巴巴位于中国这一事实是其低估值的一个关键因素。然而，国家领导人无疑希望阿里巴巴取得成功。他们当然不希望在与西方的人工智能竞争中落后。我认为，现在以低于 115 美元的价格购买阿里巴巴的股票，在未来几年将会获得丰厚的回报。</p>
</div><h2>2. UnitedHealth Group</h2>
<div class="lb-trans"><h2>2. 联合健康集团</h2>
</div><p>You might think I'm crazy to include <strong>UnitedHealth Group</strong>(UNH 0.40%) on this list. Shares of the big healthcare company are down nearly 50% below the previous high. The company withdrew its full-year guidance in May, less than a month after lowering the outlook.</p>
<div class="lb-trans"><p>你可能会认为我疯了，把 <strong>联合健康集团</strong>(UNH 0.40%) 列入这个名单。这家大型医疗公司的股票比之前的高点下跌了近 50%。该公司在 5 月份撤回了全年的指导，距离下调前景不到一个月。</p>
</div><p>Pretty much everything that could go wrong for UnitedHealth, has. Its former CEO, Andrew Witty, unexpectedly stepped down. <em>The Wall Street Journal</em> reported that UnitedHealth Group was the subject of a criminal investigation by the U.S. Department of Justice. President Trump threatened to &#34;eliminate&#34; pharmacy benefits managers (PBMs). UnitedHealth Group's Optum Rx PBM generates nearly one-third of the company's total revenue.</p>
<div class="lb-trans"><p>几乎所有可能出错的事情都发生在联合健康身上。其前首席执行官安德鲁·威蒂意外辞职。《华尔街日报》报道称，联合健康集团正受到美国司法部的刑事调查。特朗普总统威胁要 “消灭” 药房福利管理者（PBMs）。联合健康集团的 Optum Rx PBM 产生了公司近三分之一的总收入。</p>
</div><p>Now, for some good news: UnitedHealth Group stock looks like a bargain after an overdone sell-off. Shares trade at 13.7 times forward earnings. That's the cheapest valuation for this blue chip stock in years.</p>
<div class="lb-trans"><p>现在，带来一些好消息：经过过度抛售后，联合健康集团的股票看起来像个便宜货。该股票的前瞻市盈率为 13.7 倍。这是这只蓝筹股多年来最便宜的估值。</p>
</div><p>I'm not worried about the underlying reason behind the company's guidance being pulled: higher-than-expected Medicare Advantage costs. That issue will be relatively easily resolved by higher premiums next year.</p>
<div class="lb-trans"><p>我并不担心公司撤回指导的根本原因：高于预期的医疗保险优势成本。这个问题明年通过提高保费相对容易解决。</p>
</div><p>I like that UnitedHealth Group brought Stephen Hemsley back as CEO. And it's too early to panic over an alleged DOJ investigation. I'd bet that PBMs, including Optum Rx, will still be making plenty of money even after President Trump is long gone from the White House.</p>
<div class="lb-trans"><p>我喜欢联合健康集团重新任命斯蒂芬·赫姆斯利为首席执行官。而且，现在为司法部的调查感到恐慌还为时已早。我敢打赌，包括 Optum Rx 在内的 PBMs，即使在特朗普总统离开白宫后，仍然会赚很多钱。</p>
</div><p>In my view, UnitedHealth Group's sell-off went too far. Buying this stock for around $326 looks like a steal for long-term investors.</p>
<div class="lb-trans"><p>在我看来，联合健康集团的抛售过头了。以大约 326 美元的价格购买这只股票，对于长期投资者来说，看起来是个捡便宜的机会。</p>
</div><h2>3. Vertex Pharmaceuticals</h2>
<div class="lb-trans"><h2>3. Vertex 制药公司</h2>
</div><p><strong>Vertex Pharmaceuticals</strong>(VRTX 0.57%) doesn't face challenges from being based in China; its headquarters are in Massachusetts. The big drugmaker hasn't faced multiple rounds of bad news like UnitedHealth Group. I think the story is positive for Vertex from nearly every angle.</p>
<div class="lb-trans"><p><strong>Vertex 制药公司</strong>(VRTX 0.57%) 并没有面临来自中国的挑战；它的总部位于马萨诸塞州。这家大型制药公司没有像联合健康集团那样经历多轮坏消息。我认为从几乎每个角度来看，Vertex 的前景都是积极的。</p>
</div><p>For one thing, Vertex continues to command a monopoly in treating the underlying cause of cystic fibrosis (CF). Its market dominance will undoubtedly be further solidified as the company's newest CF therapy, Alyftrek, picks up momentum.</p>
<div class="lb-trans"><p>首先，Vertex 继续在治疗囊性纤维化（CF）的根本原因方面保持垄断地位。随着公司最新的 CF 疗法 Alyftrek 的逐步推广，其市场主导地位无疑将进一步巩固。</p>
</div><p>Vertex has another new product on the market, non-opioid pain drug Journavx, that I expect will become a monster blockbuster. Journavx won U.S. regulatory approval in January 2025, becoming the first new class of pain drug approved in over two decades.</p>
<div class="lb-trans"><p>Vertex 还有另一种新产品在市场上，即非阿片类止痛药 Journavx，我预计它将成为一款巨大的畅销药。Journavx 于 2025 年 1 月获得美国监管机构的批准，成为二十多年来首个获批的新类别止痛药。</p>
</div><p>I like Vertex's pipeline prospects. The company could file for regulatory approvals of zimislecel, an islet cell therapy that holds the potential to cure severe type 1 diabetes, next year. Vertex also has two other experimental therapies in late-stage testing that target diseases that affect more patients than CF.</p>
<div class="lb-trans"><p>我喜欢 Vertex 的产品管道前景。该公司可能会在明年申请 zimislecel 的监管批准，这是一种具有治愈重度 1 型糖尿病潜力的胰岛细胞疗法。Vertex 还有另外两种在后期测试中的实验疗法，针对的疾病影响的患者数量超过 CF。</p>
</div><p>Vertex's valuation looks attractive, too. Although the biotech stock's forward earnings multiple of nearly 25 might not seem overly compelling, its PEG ratio is a super-low 0.58. With Vertex's share price hovering around $450, you'll be able to invest in this promising drugmaker along with Alibaba and UnitedHealth Group and still have some money left over from an initial $1,000.</p>
<div class="lb-trans"><p>Vertex 的估值看起来也很有吸引力。尽管这只生物科技股票的前瞻市盈率接近 25 倍，可能看起来不算特别吸引人，但其 PEG 比率却低至 0.58。随着 Vertex 的股价徘徊在 450 美元左右，你将能够与阿里巴巴和联合健康集团一起投资于这家有前景的制药公司，并且仍然能从最初的 $1,000 中剩下一些钱。</p>
</div>

The Best Stocks to Invest $1,000 In Right Now

- 股票市场再次回暖，但估值也随之上升。  
- 推荐的投资股票包括阿里巴巴、联合健康集团和 Vertex 制药。  
- 阿里巴巴的估值低于增长潜力，联合健康集团被低估，Vertex 制药前景乐观。

目前值得投资 1000 美元的最佳股票