---
title: "Michael Burry 将辉瑞、Molina 医疗和哈利伯顿作为对冲通胀的目标"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286619269.md"
description: "迈克尔·伯里已投资于辉瑞、Molina 医疗和哈利伯顿，理由是它们的盈利稳定性和抗通胀能力。辉瑞提供高额股息和强大的药物研发管线，Molina 预计将恢复，哈利伯顿则受益于油价上涨。然而，潜在的经济衰退带来了风险，尽管当前的估值表明下行空间有限"
datetime: "2026-05-15T21:37:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286619269.md)
  - [en](https://longbridge.com/en/news/286619269.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286619269.md)
---

# Michael Burry 将辉瑞、Molina 医疗和哈利伯顿作为对冲通胀的目标

Burry’s new picks: Michael Burry bought Pfizer, Molina Healthcare, and Halliburton for their earnings stability, pricing power, and inflation resilience. Sector advantages: Pfizer offers a high dividend and drug pipeline, Molina stands to rebound post-trough year, and Halliburton gains from oil price recovery. Risks ahead: A recession could pressure all three stocks, but valuations already reflect significant downside risk.

### 相关股票

- [PFE.US](https://longbridge.com/zh-CN/quote/PFE.US.md)
- [MOH.US](https://longbridge.com/zh-CN/quote/MOH.US.md)
- [HAL.US](https://longbridge.com/zh-CN/quote/HAL.US.md)
- [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md)
- [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md)
- [IHE.US](https://longbridge.com/zh-CN/quote/IHE.US.md)
- [CURE.US](https://longbridge.com/zh-CN/quote/CURE.US.md)
- [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md)
- [XLV.US](https://longbridge.com/zh-CN/quote/XLV.US.md)
- [IHF.US](https://longbridge.com/zh-CN/quote/IHF.US.md)
- [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md)
- [IXJ.US](https://longbridge.com/zh-CN/quote/IXJ.US.md)
- [VHT.US](https://longbridge.com/zh-CN/quote/VHT.US.md)

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