<p>看起來政治正在動搖醫療行業。最近幾周，幾隻藍籌醫療股一直在下滑。原因是什麼？可能是羅伯特·F·肯尼迪（Robert F. Kennedy Jr.）最近被提名為即將上任的特朗普政府的衞生與公共服務部部長。</p>
<p>在整個選舉週期中，肯尼迪一直公開表達希望在多個機構，包括食品藥品監督管理局（FDA）進行重大變革的願望。這給與該機構合作的企業，尤其是製藥公司，帶來了不確定性。</p>
<p>雖然目前尚不清楚這一切將如何發展，但這種恐懼已將一些知名的派息醫療公司壓低到值得長期投資者考慮的吸引人估值。</p>
<p>以下是今天值得關注的三隻引人注目的股票：</p>
<h2>1. 艾伯維</h2>
<p>製藥巨頭 <strong>艾伯維</strong>（AbbVie）(ABBV 3.04%）的股票目前比其高點下跌超過 18%。但下跌的原因不僅僅是政治焦慮；艾伯維去年花費 87 億美元收購了 Cerevel，尋求該公司的精神藥物管線。然而，Cerevel 的精神分裂症藥物 emraclidine 意外地在臨牀試驗中失敗，這讓人對艾伯維能否從這近 90 億美元的投資中獲得回報產生了嚴重懷疑。</p>
<p>如此有前景的資產遭遇失敗並不理想。不過，艾伯維是一家多元化的製藥公司，擁有許多增長產品，這些產品幫助抵消了 Humira 的損失，Humira 是一款在去年失去專利保護的超級暢銷產品。值得注意的是，股票的豐厚股息是穩固的。艾伯維目前的股息收益率為 3.7%，其股息支付比率僅為預計 2024 年收益的 56%。因此，emraclidine 的失敗雖然令人失望，但並不會對艾伯維造成致命打擊。</p>
<p>該股票目前的前瞻市盈率為 15 倍。與此同時，分析師預計艾伯維的收益將在長期內平均增長 8% 到 9%。這是一個以 PEG 比率 1.7 購買優質派息股票的機會，對於艾伯維的預期增長來説，這是一個不錯的交易。假設估值大致保持不變，投資者可能會看到增長和股息結合，帶來平均每年 11% 到 13% 的總回報。</p>
<h2>2. 輝瑞</h2>
<p>新冠疫情為 <strong>輝瑞</strong>（Pfizer）(PFE 2.07%）創造了商業繁榮，但這種繁榮已經消退，收益下降和行業情緒惡化的結合使得股票受到懲罰。現在的股票交易價格不到 9 倍的收益。這種低估值意味着輝瑞這家行業巨頭正處於困境。該股票的 6.7% 股息收益率是自 2008-2009 年金融危機以來的最高水平。</p>
<p>高收益率可能暗示着麻煩，但輝瑞的情況還不錯。公司的股息支付比率僅為其 2024 年收益預估的 58%。此外，輝瑞已將業務重心轉向腫瘤學，擁有健康的產品管線，分析師預計未來三到五年年化收益增長將達到 10% 到 11%。</p>
<p>投資者可以以低廉的價格購買一隻資金充足、高收益的派息股票輝瑞。管理層承諾支持並增加股息。隨着所有這些政治噪音的平息，情緒似乎可能會重新回到輝瑞的有利一方，使輝瑞成為一個具有高潛力的逆向投資股票。</p>
<h2>3. 強生</h2>
<p>醫療設備和製藥巨頭 <strong>強生</strong>（Johnson &amp; Johnson）(JNJ -0.21%）是另一隻最近穩步下滑的股票。該股票目前比其高點下跌 18%，市盈率為強生 2024 年收益預估的 15 倍。此外，該公司仍在努力解決其滑石粉訴訟，這可能最終會花費數十億美元。從這個角度來看，拋售是有道理的。</p>
<p>然而，強生的關鍵要點是，這些挑戰可能不會削弱公司的優秀基本面，因此也不會影響股票對長期投資者的吸引力。該公司在資產負債表上擁有超過 200 億美元的現金，而大型和解款項通常會在多年內支付。強生是一家股息之王，擁有標準普爾的 AAA 信用評級。沒有哪家公司的資金比強生更雄厚。</p>
<p>強生不斷創新並收購新資產以推動穩定增長。分析師預計該公司的收益在未來三到五年將平均增長 5% 到 6%。這本身就應該推動股息的提高，而這還沒有考慮到相對温和的 50% 支付比率（基於 2024 年收益預估）。強生並不是一隻快速致富的股票，但提供了慷慨的 3.2% 收益率和持續增長的股息。這樣的穩定增長和堅如磐石的資產負債表在僅 15 倍的市盈率下看起來相當不錯。</p>

艾伯維

<p>醫療行業由於政治變化面臨不確定性，特別是羅伯特·F·肯尼迪 Jr. 被提名為衞生與公共服務部部長。這導致幾隻藍籌醫療股出現下跌，為長期投資者創造了買入機會。推薦的三隻分紅股票是艾伯維、輝瑞和強生，儘管近期面臨挑戰，但它們都提供了穩健的收益和增長潛力。艾伯維的收益率為 3.7%，輝瑞為 6.7%，強生為 3.2%，所有股票都具備強大的基本面和增長前景</p>

<p>It looks like politics is shaking up the healthcare industry. Several blue-chip healthcare stocks have been on the slide in recent weeks. The cause? It could be the recent nomination of Robert F. Kennedy Jr. as the Secretary of Health and Human Services for the incoming Trump administration.</p>
<div class="lb-trans"><p>看起來政治正在動搖醫療行業。最近幾周，幾隻藍籌醫療股一直在下滑。原因是什麼？可能是羅伯特·F·肯尼迪（Robert F. Kennedy Jr.）最近被提名為即將上任的特朗普政府的衞生與公共服務部部長。</p>
</div><p>Throughout the election cycle, Kennedy has been vocal about his desire to make big changes at several agencies, including the Food &amp; Drug Administration (FDA). This has introduced uncertainty for businesses that work with the agency, especially pharmaceutical companies.</p>
<div class="lb-trans"><p>在整個選舉週期中，肯尼迪一直公開表達希望在多個機構，包括食品藥品監督管理局（FDA）進行重大變革的願望。這給與該機構合作的企業，尤其是製藥公司，帶來了不確定性。</p>
</div><p>While it remains to be seen what will come of all this, the fear has knocked some prominent dividend-paying healthcare companies down to appetizing valuations that long-term investors should consider taking advantage of.</p>
<div class="lb-trans"><p>雖然目前尚不清楚這一切將如何發展，但這種恐懼已將一些知名的派息醫療公司壓低到值得長期投資者考慮的吸引人估值。</p>
</div><p>Here are three compelling buys to look into today:</p>
<div class="lb-trans"><p>以下是今天值得關注的三隻引人注目的股票：</p>
</div><h2>1. AbbVie</h2>
<div class="lb-trans"><h2>1. 艾伯維</h2>
</div><p>Shares of pharmaceutical giant <strong>AbbVie</strong>(ABBV 3.04%) are currently trading down over 18% from their high. But it's not just political angst dropping the stock; AbbVie paid $8.7 billion to acquire Cerevel last year, seeking the company's pipeline of psychiatric drugs. However, Cerevel's schizophrenia drug emraclidine unexpectedly failed its clinical trials, raising severe doubts that AbbVie will get much return on that nearly $9 billion investment.</p>
<div class="lb-trans"><p>製藥巨頭 <strong>艾伯維</strong>（AbbVie）(ABBV 3.04%）的股票目前比其高點下跌超過 18%。但下跌的原因不僅僅是政治焦慮；艾伯維去年花費 87 億美元收購了 Cerevel，尋求該公司的精神藥物管線。然而，Cerevel 的精神分裂症藥物 emraclidine 意外地在臨牀試驗中失敗，這讓人對艾伯維能否從這近 90 億美元的投資中獲得回報產生了嚴重懷疑。</p>
</div><p>It's not ideal that such a promising asset has fallen on its face. Still, AbbVie is a well-diversified drug company with plenty of growing products that have helped offset the losses from Humira, a mega-blockbuster product that came off of its patent protection last year. Notably, the stock's fantastic dividend is on solid ground. AbbVie currently yields 3.7%, and its dividend payout ratio is just 56% of its estimated 2024 earnings. So, the failure of emraclidine hurts, but it doesn't make or break AbbVie.</p>
<div class="lb-trans"><p>如此有前景的資產遭遇失敗並不理想。不過，艾伯維是一家多元化的製藥公司，擁有許多增長產品，這些產品幫助抵消了 Humira 的損失，Humira 是一款在去年失去專利保護的超級暢銷產品。值得注意的是，股票的豐厚股息是穩固的。艾伯維目前的股息收益率為 3.7%，其股息支付比率僅為預計 2024 年收益的 56%。因此，emraclidine 的失敗雖然令人失望，但並不會對艾伯維造成致命打擊。</p>
</div><p>The stock now trades at a forward P/E ratio of 15. Meanwhile, analysts estimate AbbVie's earnings will grow by an average of 8% to 9% annually over the long term. This is an opportunity to buy a top-notch dividend stock at a PEG ratio of 1.7, a solid deal for AbbVie's expected growth. Assuming the valuation stays roughly the same, investors could see growth and dividends combine for total returns averaging 11% to 13% annually over time.</p>
<div class="lb-trans"><p>該股票目前的前瞻市盈率為 15 倍。與此同時，分析師預計艾伯維的收益將在長期內平均增長 8% 到 9%。這是一個以 PEG 比率 1.7 購買優質派息股票的機會，對於艾伯維的預期增長來説，這是一個不錯的交易。假設估值大致保持不變，投資者可能會看到增長和股息結合，帶來平均每年 11% 到 13% 的總回報。</p>
</div><h2>2. Pfizer</h2>
<div class="lb-trans"><h2>2. 輝瑞</h2>
</div><p>The COVID-19 pandemic created a business boom for <strong>Pfizer</strong>(PFE 2.07%), but that's dried up, and the combination of declining earnings and sour industry sentiment has punished the stock. Shares now trade at less than 9 times earnings. Such a low valuation would imply that Pfizer, an industry giant, is on the ropes. The stock's 6.7% dividend yield is the highest it's ever been outside of the financial crisis in 2008-2009.</p>
<div class="lb-trans"><p>新冠疫情為 <strong>輝瑞</strong>（Pfizer）(PFE 2.07%）創造了商業繁榮，但這種繁榮已經消退，收益下降和行業情緒惡化的結合使得股票受到懲罰。現在的股票交易價格不到 9 倍的收益。這種低估值意味着輝瑞這家行業巨頭正處於困境。該股票的 6.7% 股息收益率是自 2008-2009 年金融危機以來的最高水平。</p>
</div><p>A high yield can signal trouble, but Pfizer is doing just fine. The company's dividend payout ratio is only 58% of its 2024 earnings estimates. Plus, Pfizer has pivoted its business to oncology, with a healthy pipeline and analysts calling for 10% to 11% annualized earnings growth over the next three to five years.</p>
<div class="lb-trans"><p>高收益率可能暗示着麻煩，但輝瑞的情況還不錯。公司的股息支付比率僅為其 2024 年收益預估的 58%。此外，輝瑞已將業務重心轉向腫瘤學，擁有健康的產品管線，分析師預計未來三到五年年化收益增長將達到 10% 到 11%。</p>
</div><p>Investors can buy a well-funded, high-yield dividend stock at a bargain price in Pfizer. Management has committed to supporting <em>and increasing</em> the dividend. It seems sentiment may turn back in Pfizer's favor once all this political noise settles down, making Pfizer a contrarian stock idea with a high upside.</p>
<div class="lb-trans"><p>投資者可以以低廉的價格購買一隻資金充足、高收益的派息股票輝瑞。管理層承諾支持並增加股息。隨着所有這些政治噪音的平息，情緒似乎可能會重新回到輝瑞的有利一方，使輝瑞成為一個具有高潛力的逆向投資股票。</p>
</div><h2>3. Johnson &amp; Johnson</h2>
<div class="lb-trans"><h2>3. 強生</h2>
</div><p>Medical device and pharmaceutical conglomerate <strong>Johnson &amp; Johnson</strong>(JNJ -0.21%) is another stock that's steadily drifted lower in recent weeks. The stock is now 18% off its high and sits at 15 times Johnson &amp; Johnson's 2024 earnings estimates. Plus, the company is still trying to resolve its talcum powder litigation, which could cost billions of dollars when it's all said and done. The sell-off makes sense in that light.</p>
<div class="lb-trans"><p>醫療設備和製藥巨頭 <strong>強生</strong>（Johnson &amp; Johnson）(JNJ -0.21%）是另一隻最近穩步下滑的股票。該股票目前比其高點下跌 18%，市盈率為強生 2024 年收益預估的 15 倍。此外，該公司仍在努力解決其滑石粉訴訟，這可能最終會花費數十億美元。從這個角度來看，拋售是有道理的。</p>
</div><p>However, the critical takeaway with Johnson &amp; Johnson is that these challenges likely don't dent the company's fantastic fundamentals and, thus, the stock's appeal to long-term investors. The company has over $20 billion in cash sitting on its balance sheet, and a large settlement would likely be paid out over many years, anyway. Johnson &amp; Johnson is a Dividend King with a perfect AAA credit rating from <strong>Standard &amp; Poor's</strong>. Corporate coffers don't get much deeper than Johnson &amp; Johnson's.</p>
<div class="lb-trans"><p>然而，強生的關鍵要點是，這些挑戰可能不會削弱公司的優秀基本面，因此也不會影響股票對長期投資者的吸引力。該公司在資產負債表上擁有超過 200 億美元的現金，而大型和解款項通常會在多年內支付。強生是一家股息之王，擁有標準普爾的 AAA 信用評級。沒有哪家公司的資金比強生更雄厚。</p>
</div><p>Johnson &amp; Johnson constantly innovates and acquires new assets to drive steady growth. Analysts estimate the company's earnings will grow by an average of 5% to 6% annually over the next three to five years. That alone should push the dividend higher, and that's without factoring in a pretty modest 50% payout ratio (based on 2024 earnings estimates). Johnson &amp; Johnson isn't a get-rich-quick stock but offers a generous 3.2% yield and a continually growing dividend. That steady growth and ironclad balance sheet look pretty good at just 15 times earnings.</p>
<div class="lb-trans"><p>強生不斷創新並收購新資產以推動穩定增長。分析師預計該公司的收益在未來三到五年將平均增長 5% 到 6%。這本身就應該推動股息的提高，而這還沒有考慮到相對温和的 50% 支付比率（基於 2024 年收益預估）。強生並不是一隻快速致富的股票，但提供了慷慨的 3.2% 收益率和持續增長的股息。這樣的穩定增長和堅如磐石的資產負債表在僅 15 倍的市盈率下看起來相當不錯。</p>
</div>

3 只在 11 月強烈推薦買入的股息股票