<p>醫療股在過去一年中落後於更廣泛的股市。由於一名保險高管被殺引發的政治緊張局勢，以及特朗普政府過渡期間政策的不確定性，整個醫療行業受到了嚴重影響。</p>
<p>但如果有一件事是人們可以依靠的，那就是醫療將始終是經濟的核心支柱。人們不斷需要護理和藥物，而創新推動了更好治療方法的發展，從而改善患者的結果。</p>
<p>該行業的短期表現不佳可能為長期投資者提供了購買行業藍籌股的機會。</p>
<p>以下是三隻值得在十月份考慮購買的優秀醫療股。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA"/></p>
<p>圖片來源：諾和諾德公司。</p>
<h2>1. 諾和諾德</h2>
<p>減肥藥在全球掀起了熱潮，但 <strong>諾和諾德</strong>(NVO -2.96%) 並沒有享受到一家銷售兩種領先 GLP-1 激動劑產品 Ozempic 和 Wegovy 所應有的成功。過去一年，股價下跌了 50%，主要是由於來自複合藥房的競爭，這些藥房銷售定製版本的藥物以規避專利保護。</p>
<p>這種噪音變得足夠大，以至於諾和諾德更換了首席執行官。從那時起，該公司似乎對複合藥物採取了更積極的立場，儘管這些產品至今仍在市場上。諾和諾德正在準備推出 Wegovy 的口服片劑版本。如果獲得最終監管批准，這可能有助於諾和諾德重新奪回那些更喜歡口服藥物而非注射產品的患者的市場份額。</p>
<p>諾和諾德的市盈率（P/E）僅為 16，接近十年來的低點。這反映了相當大的悲觀情緒，尤其是減肥藥市場預計將從 2024 年的 150 億美元增長到 2035 年的 1500 億美元。對於那些相信糖尿病和減肥藥專家能夠克服近期逆境的投資者來説，諾和諾德是一個值得大力購買的股票。</p>
<h2>2. 丹納赫</h2>
<p>公司需要適當的工具來創造新的和改進的醫療治療。<strong>丹納赫</strong>(DHR -1.01%) 在這個領域內運營。該公司銷售幫助醫療公司發現和開發新藥物和藥品的產品。丹納赫以收購公司並將其整合到其生態系統中而聞名。目前，該公司擁有超過 15 家在生物技術、診斷和生命科學領域運營的企業。</p>
<p>併購可能存在風險，因為如果參與的公司未能妥善執行，可能會破壞股東價值。然而，丹納赫已經證明其生態系統是有效的。自 1990 年以來，該股回報超過 35000%，多年來大幅超越 <strong>標準普爾 500</strong> 指數。</p>
<p>卓越往往不是廉價的。該股的前瞻市盈率為 26，對於分析師預計未來三到五年將以 9% 的年率增長盈利的企業來説，這個數字有些高。有一句著名的格言是，購買優秀公司的合理價格總比以低價購買劣質公司要好。丹納赫的估值合理，長期投資者只要丹納赫保持優秀的業務，仍然可以獲得良好的回報。</p>
<h2>3. 聯合健康</h2>
<p>保險和醫療服務巨頭 <strong>聯合健康</strong>(UNH -3.64%) 一直處於美國醫療領域政治風暴的中心。自從該公司保險首席執行官在近一年前被殺以來，圍繞聯合健康的商業行為的嚴重指控引發了更多爭議，包括調查。</p>
<p>恐懼和不確定性往往對股票造成壓力，這一點也不例外。聯合健康的股價在過去一年中下降了超過 40%，儘管該股自低點以來已經反彈。投資者應考慮該行業最大、最強大的參與者之一面臨的監管風險。重大改革可能會顛覆聯合健康的商業模式。</p>
<p>與此同時，美國的醫療行業多年來一直政治動盪，這樣的行業定義性改革並未發生。該股目前的市盈率僅為 15，接近十年來的低點。對於那些能夠接受風險的投資者來説，如果聯合健康能夠相對安然無恙地走出當前的調查和監管環境，可能會享受到豐厚的反彈。</p>

聯合健康

諾和諾德公司

丹納赫

<p>醫療保健股票近期表現不佳，原因是政治緊張局勢和政策不確定性。然而，長期投資者可能會在三隻頂級股票中找到機會：1）諾和諾德公司，準備推出其減肥藥 Wegovy 的口服版本，目前市盈率較低；2）丹納赫，以成功的收購和強勁的增長潛力而聞名，儘管市盈率較高；3）聯合健康，面臨監管風險，但當前的收益處於十年來的低點，如果能夠成功應對當前挑戰，可能會反彈</p>

<p>Healthcare stocks have lagged the broader stock market over the past year. Political tensions following the slaying of an insurance executive and policy uncertainty following the transition to the Trump administration have weighed heavily on the healthcare sector as a whole.</p>
<div class="lb-trans"><p>醫療股在過去一年中落後於更廣泛的股市。由於一名保險高管被殺引發的政治緊張局勢，以及特朗普政府過渡期間政策的不確定性，整個醫療行業受到了嚴重影響。</p>
</div><p>But if there is one thing people can count on, it is that healthcare will remain a core pillar of the economy. People continually require care and medicine, and innovation drives the development of better treatments that improve patient outcomes.</p>
<div class="lb-trans"><p>但如果有一件事是人們可以依靠的，那就是醫療將始終是經濟的核心支柱。人們不斷需要護理和藥物，而創新推動了更好治療方法的發展，從而改善患者的結果。</p>
</div><p>The sector's short-term underperformance could present an opportunity for long-term investors to buy shares of the industry's blue chip stocks.</p>
<div class="lb-trans"><p>該行業的短期表現不佳可能為長期投資者提供了購買行業藍籌股的機會。</p>
</div><p>Here are three outstanding healthcare stocks to consider buying in October.</p>
<div class="lb-trans"><p>以下是三隻值得在十月份考慮購買的優秀醫療股。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzczMzMvbm92b19ub3JkaXNrX2ZsYWdfd2l0aF9sb2dvX252by0yLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837333%2Fnovo_nordisk_flag_with_logo_nvo-2.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Novo Nordisk.</p>
<div class="lb-trans"><p>圖片來源：諾和諾德公司。</p>
</div><h2>1. Novo Nordisk</h2>
<div class="lb-trans"><h2>1. 諾和諾德</h2>
</div><p>Weight loss drugs have taken the world by storm, but <strong>Novo Nordisk</strong>(NVO -2.96%) hasn't enjoyed the success one would expect from a company that sells two of the leading GLP-1 agonist products, Ozempic and Wegovy. Shares have fallen by 50% over the past year, primarily due to competition from compounding pharmacies that sell customized versions of the drugs to circumvent patent protections.</p>
<div class="lb-trans"><p>減肥藥在全球掀起了熱潮，但 <strong>諾和諾德</strong>(NVO -2.96%) 並沒有享受到一家銷售兩種領先 GLP-1 激動劑產品 Ozempic 和 Wegovy 所應有的成功。過去一年，股價下跌了 50%，主要是由於來自複合藥房的競爭，這些藥房銷售定製版本的藥物以規避專利保護。</p>
</div><p>The noise became loud enough that Novo Nordisk changed its CEO. Since then, the company seems to be taking a more aggressive stance against compounding, though these products remain on the market to date. Novo Nordisk is preparing to launch an oral tablet version of Wegovy. Assuming it receives final regulatory approval, it would potentially help Novo Nordisk recapture market share from patients who prefer a tablet over an injected product.</p>
<div class="lb-trans"><p>這種噪音變得足夠大，以至於諾和諾德更換了首席執行官。從那時起，該公司似乎對複合藥物採取了更積極的立場，儘管這些產品至今仍在市場上。諾和諾德正在準備推出 Wegovy 的口服片劑版本。如果獲得最終監管批准，這可能有助於諾和諾德重新奪回那些更喜歡口服藥物而非注射產品的患者的市場份額。</p>
</div><p>Novo Nordisk is trading at a price-to-earnings (P/E) ratio of just 16, near its decade lows. That reflects considerable pessimism, especially since the weight loss drug market is poised to grow from $15 billion in 2024 to an estimated $150 billion by 2035. Novo Nordisk is a table-pounding buy for investors who believe the diabetes and weight loss drug specialist can overcome its recent adversity.</p>
<div class="lb-trans"><p>諾和諾德的市盈率（P/E）僅為 16，接近十年來的低點。這反映了相當大的悲觀情緒，尤其是減肥藥市場預計將從 2024 年的 150 億美元增長到 2035 年的 1500 億美元。對於那些相信糖尿病和減肥藥專家能夠克服近期逆境的投資者來説，諾和諾德是一個值得大力購買的股票。</p>
</div><h2>2. Danaher</h2>
<div class="lb-trans"><h2>2. 丹納赫</h2>
</div><p>Companies need the proper tools to create new and improved healthcare treatments. <strong>Danaher</strong>(DHR -1.01%) operates within this space. The company sells products that help healthcare companies discover and develop new drugs and medicines. Danaher is known for acquiring companies and integrating them into its ecosystem. In all, the company currently owns over 15 businesses that operate across biotechnology, diagnostics, and life sciences.</p>
<div class="lb-trans"><p>公司需要適當的工具來創造新的和改進的醫療治療。<strong>丹納赫</strong>(DHR -1.01%) 在這個領域內運營。該公司銷售幫助醫療公司發現和開發新藥物和藥品的產品。丹納赫以收購公司並將其整合到其生態系統中而聞名。目前，該公司擁有超過 15 家在生物技術、診斷和生命科學領域運營的企業。</p>
</div><p>Mergers and acquisitions can be risky because they can destroy shareholder value if the companies involved do not execute them well. However, Danaher has demonstrated that its ecosystem is effective. The stock has returned over 35,000% since 1990, outperforming the <strong>S&amp;P 500</strong> index by a wide margin over the years.</p>
<div class="lb-trans"><p>併購可能存在風險，因為如果參與的公司未能妥善執行，可能會破壞股東價值。然而，丹納赫已經證明其生態系統是有效的。自 1990 年以來，該股回報超過 35000%，多年來大幅超越 <strong>標準普爾 500</strong> 指數。</p>
</div><p>Excellence often doesn't come on the cheap. The stock's forward P/E of 26 is somewhat high for a business that analysts estimate will grow earnings by 9% annually over the next three to five years. There is a famous expression that it's better to buy outstanding companies at fair prices than to pay low prices for lousy ones. Danaher's valuation is reasonable enough that long-term investors can still do well as long as Danaher remains an excellent business.</p>
<div class="lb-trans"><p>卓越往往不是廉價的。該股的前瞻市盈率為 26，對於分析師預計未來三到五年將以 9% 的年率增長盈利的企業來説，這個數字有些高。有一句著名的格言是，購買優秀公司的合理價格總比以低價購買劣質公司要好。丹納赫的估值合理，長期投資者只要丹納赫保持優秀的業務，仍然可以獲得良好的回報。</p>
</div><h2>3. UnitedHealth Group</h2>
<div class="lb-trans"><h2>3. 聯合健康</h2>
</div><p>Insurance and healthcare services giant <strong>UnitedHealth Group</strong>(UNH -3.64%) has been at the center of a political firestorm over healthcare in the United States. Since the slaying of the company's insurance CEO almost a year ago, additional controversy has arisen, including investigations into serious allegations surrounding UnitedHealth's business practices.</p>
<div class="lb-trans"><p>保險和醫療服務巨頭 <strong>聯合健康</strong>(UNH -3.64%) 一直處於美國醫療領域政治風暴的中心。自從該公司保險首席執行官在近一年前被殺以來，圍繞聯合健康的商業行為的嚴重指控引發了更多爭議，包括調查。</p>
</div><p>Fear and uncertainty often weigh on stocks, and this has been no exception. Shares of UnitedHealth Group have declined by over 40% over the past year, although the stock has since rebounded from its lows. Investors should consider the regulatory risks facing one of the healthcare industry's largest and most powerful players. Major reform could turn UnitedHealth Group's business model on its head.</p>
<div class="lb-trans"><p>恐懼和不確定性往往對股票造成壓力，這一點也不例外。聯合健康的股價在過去一年中下降了超過 40%，儘管該股自低點以來已經反彈。投資者應考慮該行業最大、最強大的參與者之一面臨的監管風險。重大改革可能會顛覆聯合健康的商業模式。</p>
</div><p>At the same time, healthcare in the United States has been politically volatile for years, and such industry-defining reforms haven't occurred. The stock trades at just 15 times its earnings today, near its decade lows. Investors who are comfortable with the risks could enjoy a lucrative rebound if UnitedHealth Group can emerge from its current investigations and the regulatory environment relatively unscathed.</p>
<div class="lb-trans"><p>與此同時，美國的醫療行業多年來一直政治動盪，這樣的行業定義性改革並未發生。該股目前的市盈率僅為 15，接近十年來的低點。對於那些能夠接受風險的投資者來説，如果聯合健康能夠相對安然無恙地走出當前的調查和監管環境，可能會享受到豐厚的反彈。</p>
</div>

10 月份值得購買的三大醫療保健股票