<p><strong>联合健康集团</strong>（UnitedHealth Group Inc.）的股票在周一的盘前交易中上涨了 3.20%，延续了周五的涨幅，此前 <strong>迈克尔·伯里</strong>（Michael Burry）和 <strong>沃伦·巴菲特</strong>（Warren Buffett）在这家保险巨头中增持了股份。</p>
<h2><strong>巴菲特和伯里的投资激发了对联合健康的复苏希望</strong></h2>
<p>在投资者披露投资后，联合健康的股票出现了上涨。该股票年初至今已下跌 41%，但由于巴菲特的基金购买了超过 500 万股，而伯里则购买了针对 35 万股的看涨期权，股票得到了提振。</p>
<p>这些投资表明伯里预计该行业将反弹，尤其是 2026 年的医疗保险优势（Medicare Advantage）费率超出了预期。尽管面临近期挑战，联合健康的竞争地位依然稳固。</p>
<p>与此同时，最近的 SEC 文件显示，<strong>阿美迪斯</strong>（Amedisys）宣布其被联合健康收购的交易已关闭。为了解决与这笔 33 亿美元收购相关的反垄断问题，联合健康同意在与司法部（DOJ）达成的拟议和解中剥离超过 160 家医疗设施。</p>
<h2><strong>投资者和格林加码这家保险巨头</strong></h2>
<p>尽管宣布第二季度的收益和收入低于预期，联合健康仍恢复了 2025 财年的指引。该公司还重申了与司法部合作的承诺，尽管其医疗保险项目参与仍在进行调查。</p>
<p>联合健康已从华尔街的宠儿转变为危机头条，经历了一场无情的熊市。然而，尽管市场波动，许多投资者在第二季度加码了该股票。</p>
<p>除了知名投资者外，乔治亚州众议员 <strong>玛乔里·泰勒·格林</strong>（Marjorie Taylor Greene）根据文件购买了更多的联合健康股票。格林最近的联合健康股票购买是在今年其他几次收购之后，国会议员此前在 5 月报告过一次购买。</p>
<p>值得注意的是，上周该公司批准了每季度 2.21 美元的股息。公司的董事会批准了定于 2025 年 9 月 23 日支付的现金股息，资格仅限于截至 2025 年 9 月 15 日的股东。</p>
<p>根据 Benzinga Pro 的数据，UNH 股票年初至今下跌近 40%。</p>
<ul>
<li><strong>大卫·泰珀的对冲基金押注英特尔和联合健康；削减四只 MAG 7 股票的持仓</strong></li>
</ul>
<p><em>图片来源于 Shutterstock</em></p>

联合健康

<p>联合健康集团（UnitedHealth Group Inc.）的股票在盘前交易中上涨了 3.20%，受到迈克尔·伯里（Michael Burry）和沃伦·巴菲特（Warren Buffett）投资的提振。尽管今年迄今为止股价下跌了 41%，但由于巴菲特购买了超过 500 万股以及伯里对 35 万股的看涨期权，股票的前景有所改善。该公司正在通过剥离超过 160 家医疗设施来应对与其 33 亿美元收购 Amedisys 相关的反垄断问题。联合健康已恢复其 2025 财年的指引，并授权每季度支付 2.21 美元的股息，定于 2025 年 9 月 23 日支付</p>

<p>Shares of <strong>UnitedHealth Group Inc.</strong> UNH climbed 3.20% in Monday’s pre-market trading session, extending Friday’s gain following <strong>Michael Burry</strong> and <strong>Warren Buffett</strong>‘s stake acquisition in the insurance behemoth.</p>
<div class="lb-trans"><p><strong>联合健康集团</strong>（UnitedHealth Group Inc.）的股票在周一的盘前交易中上涨了 3.20%，延续了周五的涨幅，此前 <strong>迈克尔·伯里</strong>（Michael Burry）和 <strong>沃伦·巴菲特</strong>（Warren Buffett）在这家保险巨头中增持了股份。</p>
</div><h2><strong>Buffett, Burry Bets Spark Recovery Hopes for UnitedHealth</strong></h2>
<div class="lb-trans"><h2><strong>巴菲特和伯里的投资激发了对联合健康的复苏希望</strong></h2>
</div><p>UnitedHealth’s stock saw an uptick following the disclosure of investments made by the investors. The stock, which has seen a 41% decline year-to-date, received a boost as Buffett’s fund purchased over 5 million shares and Burry bought call contracts against 350,000 shares.</p>
<div class="lb-trans"><p>在投资者披露投资后，联合健康的股票出现了上涨。该股票年初至今已下跌 41%，但由于巴菲特的基金购买了超过 500 万股，而伯里则购买了针对 35 万股的看涨期权，股票得到了提振。</p>
</div><p>The investments indicate that Burry is anticipating a sector rebound, especially as Medicare Advantage rates for 2026 have surpassed predictions. Despite recent challenges, UnitedHealth’s competitive position remains robust.</p>
<div class="lb-trans"><p>这些投资表明伯里预计该行业将反弹，尤其是 2026 年的医疗保险优势（Medicare Advantage）费率超出了预期。尽管面临近期挑战，联合健康的竞争地位依然稳固。</p>
</div><p>At the same time, a recent SEC filing, <strong>Amedisys</strong> announced the closure of its acquisition by UnitedHealth. To address antitrust concerns related to the $3.3 billion acquisition, UnitedHealth consented to divest over 160 healthcare facilities as part of a proposed settlement with the Department of Justice (DOJ).</p>
<div class="lb-trans"><p>与此同时，最近的 SEC 文件显示，<strong>阿美迪斯</strong>（Amedisys）宣布其被联合健康收购的交易已关闭。为了解决与这笔 33 亿美元收购相关的反垄断问题，联合健康同意在与司法部（DOJ）达成的拟议和解中剥离超过 160 家医疗设施。</p>
</div><h2><strong>Investors, Greene Double Down On The Insurance Behemoth</strong></h2>
<div class="lb-trans"><h2><strong>投资者和格林加码这家保险巨头</strong></h2>
</div><p>Despite announcing lower-than-anticipated second-quarter earnings and revenues, UnitedHealth has reinstated its fiscal year 2025 guidance. The company also reaffirmed its commitment to collaborate with the Department of Justice amid ongoing investigations into its Medicare program participation.</p>
<div class="lb-trans"><p>尽管宣布第二季度的收益和收入低于预期，联合健康仍恢复了 2025 财年的指引。该公司还重申了与司法部合作的承诺，尽管其医疗保险项目参与仍在进行调查。</p>
</div><p>UnitedHealth has transitioned from a Wall Street favorite to a crisis headline, enduring a relentless bear run. However, a host of investors have doubled down on the stock in Q2 despite the prevailing volatility.</p>
<div class="lb-trans"><p>联合健康已从华尔街的宠儿转变为危机头条，经历了一场无情的熊市。然而，尽管市场波动，许多投资者在第二季度加码了该股票。</p>
</div><p>Besides prominent investors, Rep. <strong>Marjorie Taylor Greene</strong> (R-Ga.) purchased more UnitedHealth stock according to filings. Greene's latest UnitedHealth buy follows several other acquisitions of the stock this year, with the Congresswoman previously reporting a purchase in May.</p>
<div class="lb-trans"><p>除了知名投资者外，乔治亚州众议员 <strong>玛乔里·泰勒·格林</strong>（Marjorie Taylor Greene）根据文件购买了更多的联合健康股票。格林最近的联合健康股票购买是在今年其他几次收购之后，国会议员此前在 5 月报告过一次购买。</p>
</div><p>Notably, last week, the company authorized $2.21 quarterly dividend. The company's board approved a cash dividend set for payment on September 23, 2025, with eligibility limited to shareholders on record by September 15, 2025.</p>
<div class="lb-trans"><p>值得注意的是，上周该公司批准了每季度 2.21 美元的股息。公司的董事会批准了定于 2025 年 9 月 23 日支付的现金股息，资格仅限于截至 2025 年 9 月 15 日的股东。</p>
</div><p>UNH stock plunged nearly 40% on a year-to-date basis, as per data from Benzinga Pro.</p>
<div class="lb-trans"><p>根据 Benzinga Pro 的数据，UNH 股票年初至今下跌近 40%。</p>
</div><ul>
<li><strong>David Tepper’s Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>大卫·泰珀的对冲基金押注英特尔和联合健康；削减四只 MAG 7 股票的持仓</strong></li>
</ul>
</div><p><em>Image via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

联合健康的股票在周一盘前交易中上涨超过 3%：究竟发生了什么情况？