达维塔保健(DVA)股价今日盘中大跌10.24%,引发市场广泛关注。这一显著跌幅主要源于投资大鳄沃伦·巴菲特旗下的伯克希尔哈撒韦公司减持达维塔保健股票的消息。
根据监管文件显示,伯克希尔哈撒韦在近期的一系列交易中减持了达维塔保健的股票,套现约2.3亿美元。这一举动引发了投资者的担忧,导致达维塔保健股价大幅下跌。巴菲特作为著名投资者,其投资决策往往会对市场产生重大影响。
值得注意的是,达维塔保健是美国最大的透析服务提供商,在全球拥有3000多家设施,每年为约25万名患者提供治疗。公司约三分之二的美国销售额来自政府(主要是医疗保险)的报销,剩余部分来自商业保险公司。尽管商业保险patients只占公司美国患者的10%左右,但却贡献了公司在美国透析业务中的几乎所有利润。伯克希尔哈撒韦减持达维塔保健的股票可能会引发市场对该公司未来前景的重新评估。
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