<p><strong>Hims &amp; Hers Health Inc.</strong>（纽约证券交易所代码：HIMS）已成为 2025 年最令人惊讶的赢家之一，今年迄今上涨超过 150%，过去十二个月上涨超过 200%。但这次让华尔街关注的并不是另一个引人注目的合作伙伴关系，而是一个内部推动的反弹。</p>
<ul>
<li><strong>在这里跟踪 HIMS 股票。</strong></li>
</ul>
<h2>Hims 在 GLP-1 热潮之外找到新生</h2>
<p>在经历了一年监管波动和与 <strong>Novo Nordisk A/S</strong>（纽约证券交易所代码：NVO）短暂合作后，这家远程医疗公司在其 &#34;Hers&#34; 平台下推出了新的更年期和围绝经期专业业务，从而找到了新的动力。</p>
<p><strong>相关：投资者在周三平台扩展公告后购买 Hims &amp; Hers Health 股票</strong></p>
<p>该计划旨在到 2026 年推动女性健康收入达到 10 亿美元，重新点燃了市场对公司在 GLP-1 减肥热潮之外创造增长能力的乐观情绪。</p>
<h2>推动下一轮上涨的更年期赌注</h2>
<p>这一转变似乎重塑了投资者的认知。Hims 不再被视为对塞马鲁肽短缺的衍生品，而是将自己定位为一个更全面的数字医疗品牌，具有持久的影响力。市场的反应非常强烈——10 月中旬的两位数反弹使得该股票的市值达到约 140 亿美元，按照 Benzinga Pro 数据，市盈率接近 80，显得相当高昂。</p>
<h2>亿万富翁们在估值飙升时分歧明显</h2>
<p>不过，并非所有人都信服。<strong>Jim Simons</strong> 的 <strong>Renaissance Technologies</strong> 在 2025 年第二季度略微减持了其股份，而 <strong>Paul Tudor Jones</strong> 和 <strong>Ray Dalio</strong> 的 <strong>Bridgewater Associates</strong> 也减少了持仓。</p>
<p>与此同时，<strong>Ken Griffin</strong> 的 <strong>Citadel Advisors</strong> 则采取了相反的观点——增持超过 70%。这种分歧凸显了对一家兼具消费品牌、医疗颠覆者和动量故事的公司的估值挑战。</p>
<p>目前，Hims &amp; Hers 似乎在其自身的处方下蓬勃发展——少一些炒作，多一些执行。这个以基本面驱动的反弹能否在估值进一步上升时保持，将取决于其女性健康赌注是否真正能够交付。但有一点是明确的：即使是华尔街最聪明的资金也似乎无法就诊断达成一致。</p>
<ul>
<li><strong>辉瑞的 TrumpRx 协议引发震动：为什么 UnitedHealth、Lilly 和 CVS 无法视而不见</strong></li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

HIMS

<p>Hims & Hers Health Inc.（纽约证券交易所代码：HIMS）今年迄今已上涨超过 150%，这一增长主要源于内部发展而非合作。该公司正在其 “Hers” 平台下专注于新的更年期专业，目标是在 2026 年前实现 10 亿美元的女性健康收入。这一转变改变了投资者的看法，使 Hims 被视为一个综合性的数字医疗品牌。然而，主要投资者对其估值的看法存在分歧。这一涨势的未来取决于其女性健康计划在高估值背景下的成功</p>

<p><strong>Hims &amp; Hers Health Inc.</strong> (NYSE:HIMS) has become one of 2025's most surprising winners, up more than 150% year-to-date and over 200% in the past twelve months. But what's making Wall Street sit up this time is not another flashy partnership — it's a rally built from within.</p>
<div class="lb-trans"><p><strong>Hims &amp; Hers Health Inc.</strong>（纽约证券交易所代码：HIMS）已成为 2025 年最令人惊讶的赢家之一，今年迄今上涨超过 150%，过去十二个月上涨超过 200%。但这次让华尔街关注的并不是另一个引人注目的合作伙伴关系，而是一个内部推动的反弹。</p>
</div><ul>
<li><strong>Track HIMS stock here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>在这里跟踪 HIMS 股票。</strong></li>
</ul>
</div><h2>Hims Finds New Life Beyond The GLP-1 Craze</h2>
<div class="lb-trans"><h2>Hims 在 GLP-1 热潮之外找到新生</h2>
</div><p>After a year marked by regulatory whiplash and a short-lived tie-up with <strong>Novo Nordisk A/S</strong> (NYSE:NVO), the telehealth firm has found fresh momentum in a business move entirely of its own making: a new menopause and perimenopause specialty under its &#34;Hers&#34; platform.</p>
<div class="lb-trans"><p>在经历了一年监管波动和与 <strong>Novo Nordisk A/S</strong>（纽约证券交易所代码：NVO）短暂合作后，这家远程医疗公司在其 &#34;Hers&#34; 平台下推出了新的更年期和围绝经期专业业务，从而找到了新的动力。</p>
</div><p><strong>Related: Investors Are Buying Hims &amp; Hers Health Stock Following Wednesday’s Platform Expansion Announcement</strong></p>
<div class="lb-trans"><p><strong>相关：投资者在周三平台扩展公告后购买 Hims &amp; Hers Health 股票</strong></p>
</div><p>The initiative, aimed at driving $1 billion in women's health revenue by 2026, has reignited bullish sentiment around the company's ability to create growth beyond the GLP-1 weight-loss frenzy.</p>
<div class="lb-trans"><p>该计划旨在到 2026 年推动女性健康收入达到 10 亿美元，重新点燃了市场对公司在 GLP-1 减肥热潮之外创造增长能力的乐观情绪。</p>
</div><h2>The Menopause Bet That's Powering The Next Leg Up</h2>
<div class="lb-trans"><h2>推动下一轮上涨的更年期赌注</h2>
</div><p>That pivot appears to have reshaped investor perception. Instead of being seen as a derivative play on semaglutide shortages, Hims is now positioning itself as a more comprehensive digital healthcare brand with lasting impact. The market's reaction has been emphatic — a double-digit rally in mid-October pushed the stock's market cap to about $14 billion, trading at a lofty P/E ratio of nearly 80, per Benzinga Pro data.</p>
<div class="lb-trans"><p>这一转变似乎重塑了投资者的认知。Hims 不再被视为对塞马鲁肽短缺的衍生品，而是将自己定位为一个更全面的数字医疗品牌，具有持久的影响力。市场的反应非常强烈——10 月中旬的两位数反弹使得该股票的市值达到约 140 亿美元，按照 Benzinga Pro 数据，市盈率接近 80，显得相当高昂。</p>
</div><h2>Billionaires Split As Valuation Soars</h2>
<div class="lb-trans"><h2>亿万富翁们在估值飙升时分歧明显</h2>
</div><p>Still, not everyone's convinced. <strong>Jim Simons</strong>' <strong>Renaissance Technologies</strong> trimmed its stake slightly in the second quarter ending June 2025, while <strong>Paul Tudor Jones</strong> and <strong>Ray Dalio</strong>'s <strong>Bridgewater Associates</strong> also pared back exposure.</p>
<div class="lb-trans"><p>不过，并非所有人都信服。<strong>Jim Simons</strong> 的 <strong>Renaissance Technologies</strong> 在 2025 年第二季度略微减持了其股份，而 <strong>Paul Tudor Jones</strong> 和 <strong>Ray Dalio</strong> 的 <strong>Bridgewater Associates</strong> 也减少了持仓。</p>
</div><p>Meanwhile, <strong>Ken Griffin</strong>'s <strong>Citadel Advisors</strong> took the opposite view — boosting holdings by more than 70%. The split underscores the challenge of valuing a company that's part consumer brand, part healthcare disruptor, and part momentum story.</p>
<div class="lb-trans"><p>与此同时，<strong>Ken Griffin</strong> 的 <strong>Citadel Advisors</strong> 则采取了相反的观点——增持超过 70%。这种分歧凸显了对一家兼具消费品牌、医疗颠覆者和动量故事的公司的估值挑战。</p>
</div><p>For now, Hims &amp; Hers seems to be thriving on its own prescription — less hype, more execution. Whether this fundamentals-driven rally can hold as valuations stretch higher will depend on whether its women's health bet truly delivers. But one thing is clear: even Wall Street's smartest money can't seem to agree on the diagnosis.</p>
<div class="lb-trans"><p>目前，Hims &amp; Hers 似乎在其自身的处方下蓬勃发展——少一些炒作，多一些执行。这个以基本面驱动的反弹能否在估值进一步上升时保持，将取决于其女性健康赌注是否真正能够交付。但有一点是明确的：即使是华尔街最聪明的资金也似乎无法就诊断达成一致。</p>
</div><ul>
<li><strong>Pfizer’s TrumpRx Pact Sends Shockwaves: Why UnitedHealth, Lilly And CVS Can’t Look Away</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>辉瑞的 TrumpRx 协议引发震动：为什么 UnitedHealth、Lilly 和 CVS 无法视而不见</strong></li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

Hims & Hers 股票的 150% 上涨完全是由基本面推动——没有 Novo 也没有问题