<p>医疗股在过去一年中落后于更广泛的股市。由于一名保险高管被杀引发的政治紧张局势，以及特朗普政府过渡期间政策的不确定性，整个医疗行业受到了严重影响。</p>
<p>但如果有一件事是人们可以依靠的，那就是医疗将始终是经济的核心支柱。人们不断需要护理和药物，而创新推动了更好治疗方法的发展，从而改善患者的结果。</p>
<p>该行业的短期表现不佳可能为长期投资者提供了购买行业蓝筹股的机会。</p>
<p>以下是三只值得在十月份考虑购买的优秀医疗股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA"/></p>
<p>图片来源：诺和诺德公司。</p>
<h2>1. 诺和诺德</h2>
<p>减肥药在全球掀起了热潮，但 <strong>诺和诺德</strong>(NVO -2.96%) 并没有享受到一家销售两种领先 GLP-1 激动剂产品 Ozempic 和 Wegovy 所应有的成功。过去一年，股价下跌了 50%，主要是由于来自复合药房的竞争，这些药房销售定制版本的药物以规避专利保护。</p>
<p>这种噪音变得足够大，以至于诺和诺德更换了首席执行官。从那时起，该公司似乎对复合药物采取了更积极的立场，尽管这些产品至今仍在市场上。诺和诺德正在准备推出 Wegovy 的口服片剂版本。如果获得最终监管批准，这可能有助于诺和诺德重新夺回那些更喜欢口服药物而非注射产品的患者的市场份额。</p>
<p>诺和诺德的市盈率（P/E）仅为 16，接近十年来的低点。这反映了相当大的悲观情绪，尤其是减肥药市场预计将从 2024 年的 150 亿美元增长到 2035 年的 1500 亿美元。对于那些相信糖尿病和减肥药专家能够克服近期逆境的投资者来说，诺和诺德是一个值得大力购买的股票。</p>
<h2>2. 丹纳赫</h2>
<p>公司需要适当的工具来创造新的和改进的医疗治疗。<strong>丹纳赫</strong>(DHR -1.01%) 在这个领域内运营。该公司销售帮助医疗公司发现和开发新药物和药品的产品。丹纳赫以收购公司并将其整合到其生态系统中而闻名。目前，该公司拥有超过 15 家在生物技术、诊断和生命科学领域运营的企业。</p>
<p>并购可能存在风险，因为如果参与的公司未能妥善执行，可能会破坏股东价值。然而，丹纳赫已经证明其生态系统是有效的。自 1990 年以来，该股回报超过 35000%，多年来大幅超越 <strong>标准普尔 500</strong> 指数。</p>
<p>卓越往往不是廉价的。该股的前瞻市盈率为 26，对于分析师预计未来三到五年将以 9% 的年率增长盈利的企业来说，这个数字有些高。有一句著名的格言是，购买优秀公司的合理价格总比以低价购买劣质公司要好。丹纳赫的估值合理，长期投资者只要丹纳赫保持优秀的业务，仍然可以获得良好的回报。</p>
<h2>3. 联合健康</h2>
<p>保险和医疗服务巨头 <strong>联合健康</strong>(UNH -3.64%) 一直处于美国医疗领域政治风暴的中心。自从该公司保险首席执行官在近一年前被杀以来，围绕联合健康的商业行为的严重指控引发了更多争议，包括调查。</p>
<p>恐惧和不确定性往往对股票造成压力，这一点也不例外。联合健康的股价在过去一年中下降了超过 40%，尽管该股自低点以来已经反弹。投资者应考虑该行业最大、最强大的参与者之一面临的监管风险。重大改革可能会颠覆联合健康的商业模式。</p>
<p>与此同时，美国的医疗行业多年来一直政治动荡，这样的行业定义性改革并未发生。该股目前的市盈率仅为 15，接近十年来的低点。对于那些能够接受风险的投资者来说，如果联合健康能够相对安然无恙地走出当前的调查和监管环境，可能会享受到丰厚的反弹。</p>

联合健康

诺和诺德公司

丹纳赫

<p>医疗保健股票近期表现不佳，原因是政治紧张局势和政策不确定性。然而，长期投资者可能会在三只顶级股票中找到机会：1）诺和诺德公司，准备推出其减肥药 Wegovy 的口服版本，目前市盈率较低；2）丹纳赫，以成功的收购和强劲的增长潜力而闻名，尽管市盈率较高；3）联合健康，面临监管风险，但当前的收益处于十年来的低点，如果能够成功应对当前挑战，可能会反弹</p>

<p>Healthcare stocks have lagged the broader stock market over the past year. Political tensions following the slaying of an insurance executive and policy uncertainty following the transition to the Trump administration have weighed heavily on the healthcare sector as a whole.</p>
<div class="lb-trans"><p>医疗股在过去一年中落后于更广泛的股市。由于一名保险高管被杀引发的政治紧张局势，以及特朗普政府过渡期间政策的不确定性，整个医疗行业受到了严重影响。</p>
</div><p>But if there is one thing people can count on, it is that healthcare will remain a core pillar of the economy. People continually require care and medicine, and innovation drives the development of better treatments that improve patient outcomes.</p>
<div class="lb-trans"><p>但如果有一件事是人们可以依靠的，那就是医疗将始终是经济的核心支柱。人们不断需要护理和药物，而创新推动了更好治疗方法的发展，从而改善患者的结果。</p>
</div><p>The sector's short-term underperformance could present an opportunity for long-term investors to buy shares of the industry's blue chip stocks.</p>
<div class="lb-trans"><p>该行业的短期表现不佳可能为长期投资者提供了购买行业蓝筹股的机会。</p>
</div><p>Here are three outstanding healthcare stocks to consider buying in October.</p>
<div class="lb-trans"><p>以下是三只值得在十月份考虑购买的优秀医疗股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837333%2Fnovo_nordisk_flag_with_logo_nvo-2.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Novo Nordisk.</p>
<div class="lb-trans"><p>图片来源：诺和诺德公司。</p>
</div><h2>1. Novo Nordisk</h2>
<div class="lb-trans"><h2>1. 诺和诺德</h2>
</div><p>Weight loss drugs have taken the world by storm, but <strong>Novo Nordisk</strong>(NVO -2.96%) hasn't enjoyed the success one would expect from a company that sells two of the leading GLP-1 agonist products, Ozempic and Wegovy. Shares have fallen by 50% over the past year, primarily due to competition from compounding pharmacies that sell customized versions of the drugs to circumvent patent protections.</p>
<div class="lb-trans"><p>减肥药在全球掀起了热潮，但 <strong>诺和诺德</strong>(NVO -2.96%) 并没有享受到一家销售两种领先 GLP-1 激动剂产品 Ozempic 和 Wegovy 所应有的成功。过去一年，股价下跌了 50%，主要是由于来自复合药房的竞争，这些药房销售定制版本的药物以规避专利保护。</p>
</div><p>The noise became loud enough that Novo Nordisk changed its CEO. Since then, the company seems to be taking a more aggressive stance against compounding, though these products remain on the market to date. Novo Nordisk is preparing to launch an oral tablet version of Wegovy. Assuming it receives final regulatory approval, it would potentially help Novo Nordisk recapture market share from patients who prefer a tablet over an injected product.</p>
<div class="lb-trans"><p>这种噪音变得足够大，以至于诺和诺德更换了首席执行官。从那时起，该公司似乎对复合药物采取了更积极的立场，尽管这些产品至今仍在市场上。诺和诺德正在准备推出 Wegovy 的口服片剂版本。如果获得最终监管批准，这可能有助于诺和诺德重新夺回那些更喜欢口服药物而非注射产品的患者的市场份额。</p>
</div><p>Novo Nordisk is trading at a price-to-earnings (P/E) ratio of just 16, near its decade lows. That reflects considerable pessimism, especially since the weight loss drug market is poised to grow from $15 billion in 2024 to an estimated $150 billion by 2035. Novo Nordisk is a table-pounding buy for investors who believe the diabetes and weight loss drug specialist can overcome its recent adversity.</p>
<div class="lb-trans"><p>诺和诺德的市盈率（P/E）仅为 16，接近十年来的低点。这反映了相当大的悲观情绪，尤其是减肥药市场预计将从 2024 年的 150 亿美元增长到 2035 年的 1500 亿美元。对于那些相信糖尿病和减肥药专家能够克服近期逆境的投资者来说，诺和诺德是一个值得大力购买的股票。</p>
</div><h2>2. Danaher</h2>
<div class="lb-trans"><h2>2. 丹纳赫</h2>
</div><p>Companies need the proper tools to create new and improved healthcare treatments. <strong>Danaher</strong>(DHR -1.01%) operates within this space. The company sells products that help healthcare companies discover and develop new drugs and medicines. Danaher is known for acquiring companies and integrating them into its ecosystem. In all, the company currently owns over 15 businesses that operate across biotechnology, diagnostics, and life sciences.</p>
<div class="lb-trans"><p>公司需要适当的工具来创造新的和改进的医疗治疗。<strong>丹纳赫</strong>(DHR -1.01%) 在这个领域内运营。该公司销售帮助医疗公司发现和开发新药物和药品的产品。丹纳赫以收购公司并将其整合到其生态系统中而闻名。目前，该公司拥有超过 15 家在生物技术、诊断和生命科学领域运营的企业。</p>
</div><p>Mergers and acquisitions can be risky because they can destroy shareholder value if the companies involved do not execute them well. However, Danaher has demonstrated that its ecosystem is effective. The stock has returned over 35,000% since 1990, outperforming the <strong>S&amp;P 500</strong> index by a wide margin over the years.</p>
<div class="lb-trans"><p>并购可能存在风险，因为如果参与的公司未能妥善执行，可能会破坏股东价值。然而，丹纳赫已经证明其生态系统是有效的。自 1990 年以来，该股回报超过 35000%，多年来大幅超越 <strong>标准普尔 500</strong> 指数。</p>
</div><p>Excellence often doesn't come on the cheap. The stock's forward P/E of 26 is somewhat high for a business that analysts estimate will grow earnings by 9% annually over the next three to five years. There is a famous expression that it's better to buy outstanding companies at fair prices than to pay low prices for lousy ones. Danaher's valuation is reasonable enough that long-term investors can still do well as long as Danaher remains an excellent business.</p>
<div class="lb-trans"><p>卓越往往不是廉价的。该股的前瞻市盈率为 26，对于分析师预计未来三到五年将以 9% 的年率增长盈利的企业来说，这个数字有些高。有一句著名的格言是，购买优秀公司的合理价格总比以低价购买劣质公司要好。丹纳赫的估值合理，长期投资者只要丹纳赫保持优秀的业务，仍然可以获得良好的回报。</p>
</div><h2>3. UnitedHealth Group</h2>
<div class="lb-trans"><h2>3. 联合健康</h2>
</div><p>Insurance and healthcare services giant <strong>UnitedHealth Group</strong>(UNH -3.64%) has been at the center of a political firestorm over healthcare in the United States. Since the slaying of the company's insurance CEO almost a year ago, additional controversy has arisen, including investigations into serious allegations surrounding UnitedHealth's business practices.</p>
<div class="lb-trans"><p>保险和医疗服务巨头 <strong>联合健康</strong>(UNH -3.64%) 一直处于美国医疗领域政治风暴的中心。自从该公司保险首席执行官在近一年前被杀以来，围绕联合健康的商业行为的严重指控引发了更多争议，包括调查。</p>
</div><p>Fear and uncertainty often weigh on stocks, and this has been no exception. Shares of UnitedHealth Group have declined by over 40% over the past year, although the stock has since rebounded from its lows. Investors should consider the regulatory risks facing one of the healthcare industry's largest and most powerful players. Major reform could turn UnitedHealth Group's business model on its head.</p>
<div class="lb-trans"><p>恐惧和不确定性往往对股票造成压力，这一点也不例外。联合健康的股价在过去一年中下降了超过 40%，尽管该股自低点以来已经反弹。投资者应考虑该行业最大、最强大的参与者之一面临的监管风险。重大改革可能会颠覆联合健康的商业模式。</p>
</div><p>At the same time, healthcare in the United States has been politically volatile for years, and such industry-defining reforms haven't occurred. The stock trades at just 15 times its earnings today, near its decade lows. Investors who are comfortable with the risks could enjoy a lucrative rebound if UnitedHealth Group can emerge from its current investigations and the regulatory environment relatively unscathed.</p>
<div class="lb-trans"><p>与此同时，美国的医疗行业多年来一直政治动荡，这样的行业定义性改革并未发生。该股目前的市盈率仅为 15，接近十年来的低点。对于那些能够接受风险的投资者来说，如果联合健康能够相对安然无恙地走出当前的调查和监管环境，可能会享受到丰厚的反弹。</p>
</div>

10 月份值得购买的三大医疗保健股票