<p>大多數投資者已經注意到，醫療保健行業的大多數股票已經下跌到一段時間未見的水平，這使得這一領域成為那些尋找投資組合下一個潛在反彈的投資者的關注點。然而，對於那些願意進行個股選擇並承擔更多風險的投資者來説，未來幾個月有一個敍述值得關注。</p>
<p>這個敍述就是 <strong>Ozempic 浪潮</strong>，一種減肥治療，過去幾年已經進入數百萬美國家庭，儘管最近受到監管幹預和指控，但這個行業沒有放緩的跡象。</p>
<p>獲取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
<p>這些數據已經存在足夠長的時間，證明人們喜歡這個產品並取得了預期的效果。</p>
<p>這正是像 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 和 <strong>Eli Lilly and Co. NYSE: LLY</strong> 這樣的公司發揮作用的地方，因為這兩家公司以各自的方式直接與 Ozempic 和減肥銷售相關。在投資者深入挖掘這兩者所提供的上行潛力和穩定性之前，值得首先提及 <strong>健康護理精選行業 SPDR 基金 NYSEARCA: XLV</strong>，作為進入這一賽道的另一種多元化方式。</p>
<h2><strong>為什麼多元化在這裏很重要</strong></h2>
<p>隨着像 Ozempic 這樣的新藥和醫療保健產品的出現，成功和市場接受的道路上將會有（如往常一樣）許多障礙，這就是為什麼對於那些願意以較低的表現換取更高的穩定性和保護的投資者來説，跨不同公司進行多元化投資至關重要。</p>
<p>考慮到健康護理精選行業 SPDR 基金今天的交易情況，與更廣泛的標準普爾 500 指數相比，表現差距約為 26%，顯然整個行業對那些不太願意在這個 Ozempic 敍述中押注於單一股票的投資者來説，構成了一個 <strong>潛在的價值區</strong>。</p>
<p>也就是説，未來不可避免的輪換可能會使這個 ETF 受益，因為增長前景的變化和情緒的轉變（如每個週期一樣）將從超高速增長公司轉向醫療保健行業等穩定或更安全的企業。</p>
<h2><strong>為了激動人心的旅程：選擇 Hims &amp; Hers</strong></h2>
<p>把這看作是 “新興公司”——一家在進入減肥市場之前就已經取得顯著進展並實現增長的公司。然而，現在大多數市場將 Hims &amp; Hers 僅與減肥相關聯，這是看待這家公司的錯誤方式。</p>
<p>該股票為投資者提供了對一家擁有更廣泛產品和服務基礎的公司的投資機會，最重要的是其商業模式本身。與大多數其他藥品製造商通過每次批量銷售來獲取收益不同，Hims &amp; Hers<strong>通過訂閲模式盈利</strong>，這不僅提供了穩定的增長，還提供了下行保護。</p>
<p>談到好處，投資者可以通過 Hims &amp; Hers 的財務數據看到，該公司運營的毛利率為 76.2%，這通常是經濟中軟件公司的水平。一些 <strong>機構將該股票視為買入</strong>，由於其訂閲優勢、強勁的基本面以及在減肥市場中的地位，例如野村控股決定在 2025 年 8 月中旬建立價值 800 萬美元的股份。</p>
<p>這代表了對該公司在行業中的地位及其未來上行潛力的信心投票，可能持續幾個季度（甚至幾年）。</p>
<h2><strong>在規模上的穩定，Eli Lilly 的主導地位</strong></h2>
<p>與 Hims &amp; Hers 這家價值 100 億美元的公司相比，<strong>Eli Lilly 的市值為 6630 億美元</strong>，使其在當前的 Ozempic 競爭中保持強勁的立足點。如果它在當前競爭中生產出領先產品，它還可以獲得更多的資本和支持，以更快更好地擴展。</p>
<p>這可能是華爾街分析師決定給予該公司 <strong>中性買入的共識觀點</strong> 以及每股 950.2 美元的估值目標的原因。與其今天的交易價格相比，低於其 52 周高點的 72%，這一呼籲意味着該公司在未來幾個月將實現 35.8% 的淨反彈。</p>
<p>總的來説，投資者可以選擇 Eli Lilly 的規模和數十年的經驗，這為該股票提供了僅為 0.44 倍的內在低貝塔（波動性測量）。相比之下，由於 Hims &amp; Hers 的規模較小和快速增長階段，其貝塔值為 2.10 倍，換取的是潛在的更快增長和更激進的上行價格波動。</p>
<h2>你現在應該投資 1000 美元在 Hims &amp; Hers Health 嗎？</h2>
<p>在你考慮 Hims &amp; Hers Health 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場意識到之前……而 Hims &amp; Hers Health 並不在名單上。</p>
<p>雖然 Hims &amp; Hers Health 目前在分析師中被評為減持，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

禮來

HIMS

<p>醫療行業正在吸引投資者，因為股票價格已經下跌，重點關注 Ozempic 減肥治療。像 Hims & Hers Health Inc.和禮來這樣的公司因其在這一市場的潛力而受到關注。Hims & Hers 提供訂閲模式，利潤率較高，而禮來作為一家較大的公司，市場地位穩定，分析師前景樂觀。建議投資者進行多元化投資，健康護理精選行業 SPDR 基金在個股波動中被視為更安全的選擇</p>

<p>Most investors have noticed that most stocks in the healthcare sector have declined to levels not seen in a while, making this an area of interest for those looking into the next potential upswing in their portfolios. However, for those who are okay with individual stock picking and taking on a bit more risk, there is one narrative to follow in the coming months.</p>
<div class="lb-trans"><p>大多數投資者已經注意到，醫療保健行業的大多數股票已經下跌到一段時間未見的水平，這使得這一領域成為那些尋找投資組合下一個潛在反彈的投資者的關注點。然而，對於那些願意進行個股選擇並承擔更多風險的投資者來説，未來幾個月有一個敍述值得關注。</p>
</div><p>That narrative is the <strong>Ozempic wave</strong>, a weight loss treatment that has reached millions of American households over the past couple of years and an industry that shows no signs of slowing down despite recent regulatory interference and accusations.</p>
<div class="lb-trans"><p>這個敍述就是 <strong>Ozempic 浪潮</strong>，一種減肥治療，過去幾年已經進入數百萬美國家庭，儘管最近受到監管幹預和指控，但這個行業沒有放緩的跡象。</p>
</div><p>Get <strong>Hims &amp; Hers Health</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
</div><p>The data has been available long enough to demonstrate that people like the product and have achieved the desired results.</p>
<div class="lb-trans"><p>這些數據已經存在足夠長的時間，證明人們喜歡這個產品並取得了預期的效果。</p>
</div><p>This is exactly where companies like <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> and <strong>Eli Lilly and Co. NYSE: LLY</strong> come into play, as these two are directly exposed to Ozempic and weight loss sales in their own way. Before investors dig into the upside and stability offered by distinguishing these two, a worthy mention of the <strong>Health Care Select Sector SPDR Fund NYSEARCA: XLV</strong> should be made first as another diversified way to get into this race.</p>
<div class="lb-trans"><p>這正是像 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 和 <strong>Eli Lilly and Co. NYSE: LLY</strong> 這樣的公司發揮作用的地方，因為這兩家公司以各自的方式直接與 Ozempic 和減肥銷售相關。在投資者深入挖掘這兩者所提供的上行潛力和穩定性之前，值得首先提及 <strong>健康護理精選行業 SPDR 基金 NYSEARCA: XLV</strong>，作為進入這一賽道的另一種多元化方式。</p>
</div><h2><strong>Why Diversification Matters Here</strong></h2>
<div class="lb-trans"><h2><strong>為什麼多元化在這裏很重要</strong></h2>
</div><p>With new drugs and health care products like Ozempic, there are going to be (as usual) a lot of speed bumps along the road to success and market adoption, which is why diversifying bets across different companies is of utmost importance for those investors who are okay with getting less performance in exchange for increased stability and protection.</p>
<div class="lb-trans"><p>隨着像 Ozempic 這樣的新藥和醫療保健產品的出現，成功和市場接受的道路上將會有（如往常一樣）許多障礙，這就是為什麼對於那些願意以較低的表現換取更高的穩定性和保護的投資者來説，跨不同公司進行多元化投資至關重要。</p>
</div><p>Considering where the Health Care Select Sector SPDR Fund trades at today, showing a performance gap of roughly 26% compared to the broader S&amp;P 500 index, it is very clear that the entire sector poses as a <strong>potential value zone</strong> for investors who aren’t too comfortable betting into one stock for this Ozempic narrative.</p>
<div class="lb-trans"><p>考慮到健康護理精選行業 SPDR 基金今天的交易情況，與更廣泛的標準普爾 500 指數相比，表現差距約為 26%，顯然整個行業對那些不太願意在這個 Ozempic 敍述中押注於單一股票的投資者來説，構成了一個 <strong>潛在的價值區</strong>。</p>
</div><p>That being said, an inevitable rotation is likely to benefit this ETF in the future, as growth prospects shift and sentiment changes (as in every cycle) away from hyper-growth companies and into stable or safer businesses like those in the healthcare sector.</p>
<div class="lb-trans"><p>也就是説，未來不可避免的輪換可能會使這個 ETF 受益，因為增長前景的變化和情緒的轉變（如每個週期一樣）將從超高速增長公司轉向醫療保健行業等穩定或更安全的企業。</p>
</div><h2><strong>For an Exciting Ride: Choose Hims &amp; Hers</strong></h2>
<div class="lb-trans"><h2><strong>為了激動人心的旅程：選擇 Hims &amp; Hers</strong></h2>
</div><p>Think of this as the “new kids on the block” company—one that's already made significant strides and achieved growth even before entering the weight loss market. However, most of the market has now associated Hims &amp; Hers with weight loss only, which is the wrong way to look at this company.</p>
<div class="lb-trans"><p>把這看作是 “新興公司”——一家在進入減肥市場之前就已經取得顯著進展並實現增長的公司。然而，現在大多數市場將 Hims &amp; Hers 僅與減肥相關聯，這是看待這家公司的錯誤方式。</p>
</div><p>The stock offers investors exposure to a company with a much broader base of products and services, and the best part is the business model itself. Unlike most other drug manufacturers, who eat what they kill in a sense through every bulk sale, Hims &amp; Hers <strong>makes its living through subscriptions</strong>, which offer not only stable growth but also downside protection.</p>
<div class="lb-trans"><p>該股票為投資者提供了對一家擁有更廣泛產品和服務基礎的公司的投資機會，最重要的是其商業模式本身。與大多數其他藥品製造商通過每次批量銷售來獲取收益不同，Hims &amp; Hers<strong>通過訂閲模式盈利</strong>，這不僅提供了穩定的增長，還提供了下行保護。</p>
</div><p>Speaking of benefits, investors can see through Hims &amp; Hers’ financials that the company operates under a 76.2% gross profit margin, which is usually reserved for the economy's software companies. Some <strong>institutions consider this stock a Buy</strong> due to its subscription benefits, strong fundamentals, and position in the weight loss market, such as those from Nomura Holdings, which decided to build a stake worth $8 million as of mid-August 2025.</p>
<div class="lb-trans"><p>談到好處，投資者可以通過 Hims &amp; Hers 的財務數據看到，該公司運營的毛利率為 76.2%，這通常是經濟中軟件公司的水平。一些 <strong>機構將該股票視為買入</strong>，由於其訂閲優勢、強勁的基本面以及在減肥市場中的地位，例如野村控股決定在 2025 年 8 月中旬建立價值 800 萬美元的股份。</p>
</div><p>This represents a vote of confidence in this company’s position in the industry and its future upside potential for quarters (or even years) to come.</p>
<div class="lb-trans"><p>這代表了對該公司在行業中的地位及其未來上行潛力的信心投票，可能持續幾個季度（甚至幾年）。</p>
</div><h2><strong>Stability in Size, Where Eli Lilly Rules</strong></h2>
<div class="lb-trans"><h2><strong>在規模上的穩定，Eli Lilly 的主導地位</strong></h2>
</div><p>Compared to Hims &amp; Hers, a $10 billion company, <strong>Eli Lilly’s $663 billion market capitalization</strong> allows it to remain strong-footed in this current Ozempic race. It also has access to more capital and backing to scale faster and better, should it produce the leading product in this current competition.</p>
<div class="lb-trans"><p>與 Hims &amp; Hers 這家價值 100 億美元的公司相比，<strong>Eli Lilly 的市值為 6630 億美元</strong>，使其在當前的 Ozempic 競爭中保持強勁的立足點。如果它在當前競爭中生產出領先產品，它還可以獲得更多的資本和支持，以更快更好地擴展。</p>
</div><p>That might be a reason why Wall Street analysts have decided to reward the company with a <strong>consensus view of a Moderate Buy</strong> alongside a $950.2 per share valuation target. Compared to where it trades today, a low 72% of its 52-week high, this call would imply a net rally of 35.8% for the company in the coming months.</p>
<div class="lb-trans"><p>這可能是華爾街分析師決定給予該公司 <strong>中性買入的共識觀點</strong> 以及每股 950.2 美元的估值目標的原因。與其今天的交易價格相比，低於其 52 周高點的 72%，這一呼籲意味着該公司在未來幾個月將實現 35.8% 的淨反彈。</p>
</div><p>All told, investors can choose Eli Lilly’s size and decades of experience, which provide the stock with an inherently lower beta (volatility measure) of only 0.44x. In comparison, Hims &amp; Hers carries a much higher beta of 2.10x due to its smaller size and ramp-up phase, in exchange for potentially faster growth and more aggressive upside price action.</p>
<div class="lb-trans"><p>總的來説，投資者可以選擇 Eli Lilly 的規模和數十年的經驗，這為該股票提供了僅為 0.44 倍的內在低貝塔（波動性測量）。相比之下，由於 Hims &amp; Hers 的規模較小和快速增長階段，其貝塔值為 2.10 倍，換取的是潛在的更快增長和更激進的上行價格波動。</p>
</div><h2>Should You Invest $1,000 in Hims &amp; Hers Health Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Hims &amp; Hers Health 嗎？</h2>
</div><p>Before you consider Hims &amp; Hers Health, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮 Hims &amp; Hers Health 之前，你需要聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims &amp; Hers Health wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦現在購買，以便在更廣泛的市場意識到之前……而 Hims &amp; Hers Health 並不在名單上。</p>
</div><p>While Hims &amp; Hers Health currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然 Hims &amp; Hers Health 目前在分析師中被評為減持，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

奧贊匹克熱潮：Hims & Hers Health 和禮來公司引領醫療保健投資