--- title: "伯克希尔退出联合健康,尽管出现了转机,股价仍然下跌" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286859237.md" description: "伯克希尔哈撒韦在 2026 年第一季度出售了其在联合健康的全部股份,导致该保险公司的股票下跌。首席执行官格雷格·阿贝尔的策略反映出向更快交易的转变,与沃伦·巴菲特的长期投资方法形成对比。尽管出现了抛售,联合健康的业绩仍超出预期,并专注于人工智能投资和成本控制,以提升盈利能力" datetime: "2026-05-19T05:41:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286859237.md) - [en](https://longbridge.com/en/news/286859237.md) - [zh-HK](https://longbridge.com/zh-HK/news/286859237.md) --- # 伯克希尔退出联合健康,尽管出现了转机,股价仍然下跌 Sudden stake exit: Berkshire Hathaway sold its entire UnitedHealth position in Q1 2026, less than a year after buying in, prompting a drop in the insurer’s stock. Post-Buffett shift: CEO Greg Abel appears to favor quicker trades and redeploying capital, diverging from Warren Buffett’s long-term holding style. Turnaround continues: Despite the sell-off, UnitedHealth is beating earnings forecasts, investing in AI, and pursuing cost controls to improve profitability. ### 相关股票 - [UNH.US](https://longbridge.com/zh-CN/quote/UNH.US.md) - [BRK.B.US](https://longbridge.com/zh-CN/quote/BRK.B.US.md) - [BRK.A.US](https://longbridge.com/zh-CN/quote/BRK.A.US.md) - [VHT.US](https://longbridge.com/zh-CN/quote/VHT.US.md) - [XLV.US](https://longbridge.com/zh-CN/quote/XLV.US.md) - [XHS.US](https://longbridge.com/zh-CN/quote/XHS.US.md) - [IHF.US](https://longbridge.com/zh-CN/quote/IHF.US.md) - [UNHG.US](https://longbridge.com/zh-CN/quote/UNHG.US.md) - [IXJ.US](https://longbridge.com/zh-CN/quote/IXJ.US.md) ## 相关资讯与研究 - [联合健康加速推进 AI 战略:追踪员工使用 ChatGPT 频率 年内 AI 投资达 15 亿美元](https://longbridge.com/zh-CN/news/286593164.md) - [霍华德·马克斯:过一种觉醒的人生……](https://longbridge.com/zh-CN/news/286661052.md) - [伯克希尔时隔 60 年重返百货赛道 梅西百货转型之路迎来新助力](https://longbridge.com/zh-CN/news/286859456.md) - [伯克希尔 “新王新气象”:Q1 减仓零售、油气,加仓谷歌,还建仓了航空](https://longbridge.com/zh-CN/news/286628510.md) - [获伯克希尔·哈撒韦 Q1 建仓,梅西百货、达美航空盘前分别涨 5% 和 1.8%](https://longbridge.com/zh-CN/news/286741784.md)