--- title: "伯克希爾退出聯合健康,儘管出現了轉機,股價仍然下跌" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286859237.md" description: "伯克希爾哈撒韋在 2026 年第一季度出售了其在聯合健康的全部股份,導致該保險公司的股票下跌。首席執行官格雷格·阿貝爾的策略反映出向更快交易的轉變,與沃倫·巴菲特的長期投資方法形成對比。儘管出現了拋售,聯合健康的業績仍超出預期,並專注於人工智能投資和成本控制,以提升盈利能力" datetime: "2026-05-19T05:41:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286859237.md) - [en](https://longbridge.com/en/news/286859237.md) - [zh-HK](https://longbridge.com/zh-HK/news/286859237.md) --- # 伯克希爾退出聯合健康,儘管出現了轉機,股價仍然下跌 Sudden stake exit: Berkshire Hathaway sold its entire UnitedHealth position in Q1 2026, less than a year after buying in, prompting a drop in the insurer’s stock. Post-Buffett shift: CEO Greg Abel appears to favor quicker trades and redeploying capital, diverging from Warren Buffett’s long-term holding style. Turnaround continues: Despite the sell-off, UnitedHealth is beating earnings forecasts, investing in AI, and pursuing cost controls to improve profitability. ### 相關股票 - [UNH.US](https://longbridge.com/zh-HK/quote/UNH.US.md) - [BRK.B.US](https://longbridge.com/zh-HK/quote/BRK.B.US.md) - [BRK.A.US](https://longbridge.com/zh-HK/quote/BRK.A.US.md) - [VHT.US](https://longbridge.com/zh-HK/quote/VHT.US.md) - [XLV.US](https://longbridge.com/zh-HK/quote/XLV.US.md) - [XHS.US](https://longbridge.com/zh-HK/quote/XHS.US.md) - [IHF.US](https://longbridge.com/zh-HK/quote/IHF.US.md) - [UNHG.US](https://longbridge.com/zh-HK/quote/UNHG.US.md) - [IXJ.US](https://longbridge.com/zh-HK/quote/IXJ.US.md) ## 相關資訊與研究 - [波克夏重返航空業大買達美 26 億美元 同步減持雪佛龍 80 億美元](https://longbridge.com/zh-HK/news/286630361.md) - [伯克希爾·哈撒韋公司出售聯合健康股份後,其股價下跌](https://longbridge.com/zh-HK/news/286774799.md) - [霍華德·馬克斯:過一種覺醒的人生……](https://longbridge.com/zh-HK/news/286661052.md) - [伯克希爾哈撒韋退出聯合健康的持股,獲得了 45% 的收益](https://longbridge.com/zh-HK/news/286676948.md) - [鉅亨速報 - Factset 最新調查:碩騰 ZTS-US 的目標價調降至 117 元,幅度約 10%](https://longbridge.com/zh-HK/news/286769910.md)