<div id="readability-page-1">Are health insurance stocks a buy, sell, or hold right now? Seeking Alpha analysts Stephen Ayers and Edmund Ingham weigh in. Stephen Ayers: In the current AI capital cycle, I believe that health insurance is an attractive space right now because these are the companies that can leverage the technology without having to &#34;carry its weight&#34; (e.g., cap...</div>

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<p>Seeking Alpha 分析師 Stephen Ayers 和 Edmund Ingham 討論了健康保險股票的當前狀態。Ayers 認為像 UnitedHealth 這樣的公司利用人工智能提高效率具有潛力，儘管存在一些風險。Ingham 指出 2025 年將面臨挑戰，但對 2026 年持樂觀態度，原因是醫療保險優勢支付和保費調整的增加。他認為保險公司現在是 “買入” 時機，提到潛在的復甦和分紅。Oscar Health 的未來取決於政策決策。總體而言，兩位分析師都看到了該行業的機會</p>

SA 詢問：當前健康保險股票是應該買入、賣出還是持有？