BUZZ-莫利纳医疗保健公司在 "大空头 "投资者伯里发文后跳涨

路透中文
Dec 30, 2025
BUZZ-莫利纳医疗保健公司在 "大空头 "投资者伯里发文后跳涨

12月30日 - ** 医疗保险公司Molina Healthcare MOH.N股价上涨4.2%至173.5美元,短暂创下10月份以来的新高。

** 大空头 "投资者迈克尔-伯里(Michael Burry)将持有 MOH 股票与投资者沃伦-巴菲特(Warren Buffett)1976 年购买保险公司 GEICO 的赌注相提并论。

** Burry在周一晚些时候发表的一篇Substack文章中说:"巴菲特在1976年买入GEICO是真正的偷窃,但可以说比今天买入Molina的风险更大。

** Burry 强调了 MOH 的承保和成本纪律、收购战略和股票回购。

** 认为 MOH 作为一家上市公司 "比苹果更有可能实现两位数的长期大幅增长"。

** 10 月份,由于预计医疗保健成本上升将对 (link),摩根士丹利股价下滑。

** 如果算上几个交易日的涨幅,摩根大通今年以来的跌幅超过 40

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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