---
title: "Michael Burry 將輝瑞、Molina 醫療和哈利伯頓作為對沖通脹的目標"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286619269.md"
description: "邁克爾·伯裏已投資於輝瑞、Molina 醫療和哈利伯頓，理由是它們的盈利穩定性和抗通脹能力。輝瑞提供高額股息和強大的藥物研發管線，Molina 預計將恢復，哈利伯頓則受益於油價上漲。然而，潛在的經濟衰退帶來了風險，儘管當前的估值表明下行空間有限"
datetime: "2026-05-15T21:37:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286619269.md)
  - [en](https://longbridge.com/en/news/286619269.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286619269.md)
---

# Michael Burry 將輝瑞、Molina 醫療和哈利伯頓作為對沖通脹的目標

Burry’s new picks: Michael Burry bought Pfizer, Molina Healthcare, and Halliburton for their earnings stability, pricing power, and inflation resilience. Sector advantages: Pfizer offers a high dividend and drug pipeline, Molina stands to rebound post-trough year, and Halliburton gains from oil price recovery. Risks ahead: A recession could pressure all three stocks, but valuations already reflect significant downside risk.

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- [PFE.US](https://longbridge.com/zh-HK/quote/PFE.US.md)
- [MOH.US](https://longbridge.com/zh-HK/quote/MOH.US.md)
- [HAL.US](https://longbridge.com/zh-HK/quote/HAL.US.md)
- [IEZ.US](https://longbridge.com/zh-HK/quote/IEZ.US.md)
- [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md)
- [IHE.US](https://longbridge.com/zh-HK/quote/IHE.US.md)
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- [XLV.US](https://longbridge.com/zh-HK/quote/XLV.US.md)
- [IHF.US](https://longbridge.com/zh-HK/quote/IHF.US.md)
- [XOP.US](https://longbridge.com/zh-HK/quote/XOP.US.md)
- [IXJ.US](https://longbridge.com/zh-HK/quote/IXJ.US.md)
- [VHT.US](https://longbridge.com/zh-HK/quote/VHT.US.md)

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