<p>大多数投资者已经注意到，医疗保健行业的大多数股票已经下跌到一段时间未见的水平，这使得这一领域成为那些寻找投资组合下一个潜在反弹的投资者的关注点。然而，对于那些愿意进行个股选择并承担更多风险的投资者来说，未来几个月有一个叙述值得关注。</p>
<p>这个叙述就是 <strong>Ozempic 浪潮</strong>，一种减肥治疗，过去几年已经进入数百万美国家庭，尽管最近受到监管干预和指控，但这个行业没有放缓的迹象。</p>
<p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
<p>这些数据已经存在足够长的时间，证明人们喜欢这个产品并取得了预期的效果。</p>
<p>这正是像 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 和 <strong>Eli Lilly and Co. NYSE: LLY</strong> 这样的公司发挥作用的地方，因为这两家公司以各自的方式直接与 Ozempic 和减肥销售相关。在投资者深入挖掘这两者所提供的上行潜力和稳定性之前，值得首先提及 <strong>健康护理精选行业 SPDR 基金 NYSEARCA: XLV</strong>，作为进入这一赛道的另一种多元化方式。</p>
<h2><strong>为什么多元化在这里很重要</strong></h2>
<p>随着像 Ozempic 这样的新药和医疗保健产品的出现，成功和市场接受的道路上将会有（如往常一样）许多障碍，这就是为什么对于那些愿意以较低的表现换取更高的稳定性和保护的投资者来说，跨不同公司进行多元化投资至关重要。</p>
<p>考虑到健康护理精选行业 SPDR 基金今天的交易情况，与更广泛的标准普尔 500 指数相比，表现差距约为 26%，显然整个行业对那些不太愿意在这个 Ozempic 叙述中押注于单一股票的投资者来说，构成了一个 <strong>潜在的价值区</strong>。</p>
<p>也就是说，未来不可避免的轮换可能会使这个 ETF 受益，因为增长前景的变化和情绪的转变（如每个周期一样）将从超高速增长公司转向医疗保健行业等稳定或更安全的企业。</p>
<h2><strong>为了激动人心的旅程：选择 Hims &amp; Hers</strong></h2>
<p>把这看作是 “新兴公司”——一家在进入减肥市场之前就已经取得显著进展并实现增长的公司。然而，现在大多数市场将 Hims &amp; Hers 仅与减肥相关联，这是看待这家公司的错误方式。</p>
<p>该股票为投资者提供了对一家拥有更广泛产品和服务基础的公司的投资机会，最重要的是其商业模式本身。与大多数其他药品制造商通过每次批量销售来获取收益不同，Hims &amp; Hers<strong>通过订阅模式盈利</strong>，这不仅提供了稳定的增长，还提供了下行保护。</p>
<p>谈到好处，投资者可以通过 Hims &amp; Hers 的财务数据看到，该公司运营的毛利率为 76.2%，这通常是经济中软件公司的水平。一些 <strong>机构将该股票视为买入</strong>，由于其订阅优势、强劲的基本面以及在减肥市场中的地位，例如野村控股决定在 2025 年 8 月中旬建立价值 800 万美元的股份。</p>
<p>这代表了对该公司在行业中的地位及其未来上行潜力的信心投票，可能持续几个季度（甚至几年）。</p>
<h2><strong>在规模上的稳定，Eli Lilly 的主导地位</strong></h2>
<p>与 Hims &amp; Hers 这家价值 100 亿美元的公司相比，<strong>Eli Lilly 的市值为 6630 亿美元</strong>，使其在当前的 Ozempic 竞争中保持强劲的立足点。如果它在当前竞争中生产出领先产品，它还可以获得更多的资本和支持，以更快更好地扩展。</p>
<p>这可能是华尔街分析师决定给予该公司 <strong>中性买入的共识观点</strong> 以及每股 950.2 美元的估值目标的原因。与其今天的交易价格相比，低于其 52 周高点的 72%，这一呼吁意味着该公司在未来几个月将实现 35.8% 的净反弹。</p>
<p>总的来说，投资者可以选择 Eli Lilly 的规模和数十年的经验，这为该股票提供了仅为 0.44 倍的内在低贝塔（波动性测量）。相比之下，由于 Hims &amp; Hers 的规模较小和快速增长阶段，其贝塔值为 2.10 倍，换取的是潜在的更快增长和更激进的上行价格波动。</p>
<h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
<p>在你考虑 Hims &amp; Hers Health 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场意识到之前……而 Hims &amp; Hers Health 并不在名单上。</p>
<p>虽然 Hims &amp; Hers Health 目前在分析师中被评为减持，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

礼来

HIMS

<p>医疗行业正在吸引投资者，因为股票价格已经下跌，重点关注 Ozempic 减肥治疗。像 Hims & Hers Health Inc.和礼来这样的公司因其在这一市场的潜力而受到关注。Hims & Hers 提供订阅模式，利润率较高，而礼来作为一家较大的公司，市场地位稳定，分析师前景乐观。建议投资者进行多元化投资，健康护理精选行业 SPDR 基金在个股波动中被视为更安全的选择</p>

<p>Most investors have noticed that most stocks in the healthcare sector have declined to levels not seen in a while, making this an area of interest for those looking into the next potential upswing in their portfolios. However, for those who are okay with individual stock picking and taking on a bit more risk, there is one narrative to follow in the coming months.</p>
<div class="lb-trans"><p>大多数投资者已经注意到，医疗保健行业的大多数股票已经下跌到一段时间未见的水平，这使得这一领域成为那些寻找投资组合下一个潜在反弹的投资者的关注点。然而，对于那些愿意进行个股选择并承担更多风险的投资者来说，未来几个月有一个叙述值得关注。</p>
</div><p>That narrative is the <strong>Ozempic wave</strong>, a weight loss treatment that has reached millions of American households over the past couple of years and an industry that shows no signs of slowing down despite recent regulatory interference and accusations.</p>
<div class="lb-trans"><p>这个叙述就是 <strong>Ozempic 浪潮</strong>，一种减肥治疗，过去几年已经进入数百万美国家庭，尽管最近受到监管干预和指控，但这个行业没有放缓的迹象。</p>
</div><p>Get <strong>Hims &amp; Hers Health</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
</div><p>The data has been available long enough to demonstrate that people like the product and have achieved the desired results.</p>
<div class="lb-trans"><p>这些数据已经存在足够长的时间，证明人们喜欢这个产品并取得了预期的效果。</p>
</div><p>This is exactly where companies like <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> and <strong>Eli Lilly and Co. NYSE: LLY</strong> come into play, as these two are directly exposed to Ozempic and weight loss sales in their own way. Before investors dig into the upside and stability offered by distinguishing these two, a worthy mention of the <strong>Health Care Select Sector SPDR Fund NYSEARCA: XLV</strong> should be made first as another diversified way to get into this race.</p>
<div class="lb-trans"><p>这正是像 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 和 <strong>Eli Lilly and Co. NYSE: LLY</strong> 这样的公司发挥作用的地方，因为这两家公司以各自的方式直接与 Ozempic 和减肥销售相关。在投资者深入挖掘这两者所提供的上行潜力和稳定性之前，值得首先提及 <strong>健康护理精选行业 SPDR 基金 NYSEARCA: XLV</strong>，作为进入这一赛道的另一种多元化方式。</p>
</div><h2><strong>Why Diversification Matters Here</strong></h2>
<div class="lb-trans"><h2><strong>为什么多元化在这里很重要</strong></h2>
</div><p>With new drugs and health care products like Ozempic, there are going to be (as usual) a lot of speed bumps along the road to success and market adoption, which is why diversifying bets across different companies is of utmost importance for those investors who are okay with getting less performance in exchange for increased stability and protection.</p>
<div class="lb-trans"><p>随着像 Ozempic 这样的新药和医疗保健产品的出现，成功和市场接受的道路上将会有（如往常一样）许多障碍，这就是为什么对于那些愿意以较低的表现换取更高的稳定性和保护的投资者来说，跨不同公司进行多元化投资至关重要。</p>
</div><p>Considering where the Health Care Select Sector SPDR Fund trades at today, showing a performance gap of roughly 26% compared to the broader S&amp;P 500 index, it is very clear that the entire sector poses as a <strong>potential value zone</strong> for investors who aren’t too comfortable betting into one stock for this Ozempic narrative.</p>
<div class="lb-trans"><p>考虑到健康护理精选行业 SPDR 基金今天的交易情况，与更广泛的标准普尔 500 指数相比，表现差距约为 26%，显然整个行业对那些不太愿意在这个 Ozempic 叙述中押注于单一股票的投资者来说，构成了一个 <strong>潜在的价值区</strong>。</p>
</div><p>That being said, an inevitable rotation is likely to benefit this ETF in the future, as growth prospects shift and sentiment changes (as in every cycle) away from hyper-growth companies and into stable or safer businesses like those in the healthcare sector.</p>
<div class="lb-trans"><p>也就是说，未来不可避免的轮换可能会使这个 ETF 受益，因为增长前景的变化和情绪的转变（如每个周期一样）将从超高速增长公司转向医疗保健行业等稳定或更安全的企业。</p>
</div><h2><strong>For an Exciting Ride: Choose Hims &amp; Hers</strong></h2>
<div class="lb-trans"><h2><strong>为了激动人心的旅程：选择 Hims &amp; Hers</strong></h2>
</div><p>Think of this as the “new kids on the block” company—one that's already made significant strides and achieved growth even before entering the weight loss market. However, most of the market has now associated Hims &amp; Hers with weight loss only, which is the wrong way to look at this company.</p>
<div class="lb-trans"><p>把这看作是 “新兴公司”——一家在进入减肥市场之前就已经取得显著进展并实现增长的公司。然而，现在大多数市场将 Hims &amp; Hers 仅与减肥相关联，这是看待这家公司的错误方式。</p>
</div><p>The stock offers investors exposure to a company with a much broader base of products and services, and the best part is the business model itself. Unlike most other drug manufacturers, who eat what they kill in a sense through every bulk sale, Hims &amp; Hers <strong>makes its living through subscriptions</strong>, which offer not only stable growth but also downside protection.</p>
<div class="lb-trans"><p>该股票为投资者提供了对一家拥有更广泛产品和服务基础的公司的投资机会，最重要的是其商业模式本身。与大多数其他药品制造商通过每次批量销售来获取收益不同，Hims &amp; Hers<strong>通过订阅模式盈利</strong>，这不仅提供了稳定的增长，还提供了下行保护。</p>
</div><p>Speaking of benefits, investors can see through Hims &amp; Hers’ financials that the company operates under a 76.2% gross profit margin, which is usually reserved for the economy's software companies. Some <strong>institutions consider this stock a Buy</strong> due to its subscription benefits, strong fundamentals, and position in the weight loss market, such as those from Nomura Holdings, which decided to build a stake worth $8 million as of mid-August 2025.</p>
<div class="lb-trans"><p>谈到好处，投资者可以通过 Hims &amp; Hers 的财务数据看到，该公司运营的毛利率为 76.2%，这通常是经济中软件公司的水平。一些 <strong>机构将该股票视为买入</strong>，由于其订阅优势、强劲的基本面以及在减肥市场中的地位，例如野村控股决定在 2025 年 8 月中旬建立价值 800 万美元的股份。</p>
</div><p>This represents a vote of confidence in this company’s position in the industry and its future upside potential for quarters (or even years) to come.</p>
<div class="lb-trans"><p>这代表了对该公司在行业中的地位及其未来上行潜力的信心投票，可能持续几个季度（甚至几年）。</p>
</div><h2><strong>Stability in Size, Where Eli Lilly Rules</strong></h2>
<div class="lb-trans"><h2><strong>在规模上的稳定，Eli Lilly 的主导地位</strong></h2>
</div><p>Compared to Hims &amp; Hers, a $10 billion company, <strong>Eli Lilly’s $663 billion market capitalization</strong> allows it to remain strong-footed in this current Ozempic race. It also has access to more capital and backing to scale faster and better, should it produce the leading product in this current competition.</p>
<div class="lb-trans"><p>与 Hims &amp; Hers 这家价值 100 亿美元的公司相比，<strong>Eli Lilly 的市值为 6630 亿美元</strong>，使其在当前的 Ozempic 竞争中保持强劲的立足点。如果它在当前竞争中生产出领先产品，它还可以获得更多的资本和支持，以更快更好地扩展。</p>
</div><p>That might be a reason why Wall Street analysts have decided to reward the company with a <strong>consensus view of a Moderate Buy</strong> alongside a $950.2 per share valuation target. Compared to where it trades today, a low 72% of its 52-week high, this call would imply a net rally of 35.8% for the company in the coming months.</p>
<div class="lb-trans"><p>这可能是华尔街分析师决定给予该公司 <strong>中性买入的共识观点</strong> 以及每股 950.2 美元的估值目标的原因。与其今天的交易价格相比，低于其 52 周高点的 72%，这一呼吁意味着该公司在未来几个月将实现 35.8% 的净反弹。</p>
</div><p>All told, investors can choose Eli Lilly’s size and decades of experience, which provide the stock with an inherently lower beta (volatility measure) of only 0.44x. In comparison, Hims &amp; Hers carries a much higher beta of 2.10x due to its smaller size and ramp-up phase, in exchange for potentially faster growth and more aggressive upside price action.</p>
<div class="lb-trans"><p>总的来说，投资者可以选择 Eli Lilly 的规模和数十年的经验，这为该股票提供了仅为 0.44 倍的内在低贝塔（波动性测量）。相比之下，由于 Hims &amp; Hers 的规模较小和快速增长阶段，其贝塔值为 2.10 倍，换取的是潜在的更快增长和更激进的上行价格波动。</p>
</div><h2>Should You Invest $1,000 in Hims &amp; Hers Health Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
</div><p>Before you consider Hims &amp; Hers Health, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 Hims &amp; Hers Health 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims &amp; Hers Health wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐现在购买，以便在更广泛的市场意识到之前……而 Hims &amp; Hers Health 并不在名单上。</p>
</div><p>While Hims &amp; Hers Health currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Hims &amp; Hers Health 目前在分析师中被评为减持，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

奥赞匹克热潮：Hims & Hers Health 和礼来公司引领医疗保健投资