{"id":558324,"date":"2024-11-25T19:07:36","date_gmt":"2024-11-26T03:07:36","guid":{"rendered":"https:\/\/nai500.com\/?p=558324"},"modified":"2024-11-25T19:07:36","modified_gmt":"2024-11-26T03:07:36","slug":"%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81englander%e5%a4%a7%e4%b8%be%e5%a2%9e%e6%8c%81%e8%bf%99%e5%8f%aa%e9%ab%98%e6%81%af%e5%8c%bb%e7%96%97%e8%82%a1%ef%bc%8c%e6%98%af%e5%90%a6%e5%ba%94%e8%af%a5%e8%b7%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/11\/%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81englander%e5%a4%a7%e4%b8%be%e5%a2%9e%e6%8c%81%e8%bf%99%e5%8f%aa%e9%ab%98%e6%81%af%e5%8c%bb%e7%96%97%e8%82%a1%ef%bc%8c%e6%98%af%e5%90%a6%e5%ba%94%e8%af%a5%e8%b7%9f\/","title":{"rendered":"\u4ebf\u4e07\u5bcc\u7fc1Englander\u5927\u4e3e\u589e\u6301\u8fd9\u53ea\u9ad8\u606f\u533b\u7597\u80a1\uff0c\u662f\u5426\u5e94\u8be5\u8ddf\u8fdb\uff1f"},"content":{"rendered":"<p>Israel \u201cIzzy\u201d Englander\u7684\u51c0\u8d44\u4ea7\u8d85\u8fc7140\u4ebf\u7f8e\u5143\u3002\u4ed6\u672c\u4eba\u5e76\u4e0d\u4f9d\u8d56\u4e8e\u80a1\u606f\u6536\u5165\uff0c\u800c\u4ed6\u7684\u5bf9\u51b2\u57fa\u91d1Millennium Management\u7684\u591a\u6570\u6295\u8d44\u8005\u53ef\u80fd\u4e5f\u4e0d\u9700\u8981\u3002\u7136\u800c\uff0c\u8fd9\u5e76\u4e0d\u59a8\u788dEnglander\u6295\u8d44\u9ad8\u606f\u80a1\u30022024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u4ea4\u6613\u8bb0\u5f55\u5c31\u8bc1\u660e\u4e86\u8fd9\u4e00\u70b9\u3002\u8fd9\u4f4d\u4ebf\u4e07\u5bcc\u7fc1\u5728\u4e09\u5b63\u5ea6\u5927\u4e3e\u589e\u6301\u4e86\u4e00\u53ea\u9ad8\u606f\u533b\u7597\u80a1\uff0c\u5f15\u8d77\u5e02\u573a\u5173\u6ce8\u3002<\/p>\n<h2>Englander\u4e09\u5b63\u5ea6\u79ef\u6781\u589e\u6301<\/h2>\n<p>\u5982\u679c\u4f60\u6d4f\u89c8Englander\u5728\u7b2c\u4e09\u5b63\u5ea6\u7684\u6295\u8d44\u6d3b\u52a8\uff0c\u4e0d\u96be\u53d1\u73b0\u4ed6\u5bf9\u4e00\u4e9b\u73b0\u6709\u6301\u80a1\u5927\u5e45\u52a0\u4ed3\u3002\u4f8b\u5982\uff0c<em>SPDR S&amp;P 500 ETF 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Management\u7684\u6301\u4ed3\u9ad8\u5ea6\u5206\u6563\uff0c\u6db5\u76d6\u4e864040\u53ea\u80a1\u7968\u548c\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETFs\uff09\u3002\u5373\u4f7f\u662f\u8be5\u57fa\u91d1\u7684\u6700\u5927\u5355\u4e00\u6301\u4ed3\uff0c\u6295\u8d44\u7ec4\u5408\u5360\u6bd4\u4e5f\u4e0d\u52302.8%\u3002<\/p>\n<h2>CVS Health\u7684\u4f18\u52a3\u5206\u6790<\/h2>\n<p>Englander\u5c1a\u672a\u516c\u5f00\u89e3\u91ca\u4ed6\u4e3a\u4f55\u5927\u5e45\u589e\u6301CVS Health\uff0c\u4f46\u8fd9\u53ea\u80a1\u7968\u7684\u786e\u5177\u5907\u4e00\u4e9b\u4f18\u70b9\u3002<\/p>\n<p>\u4f18\u70b9\uff1a<\/p>\n<ol>\n<li>CVS Health\u7684\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u9ad8\u8fbe4.62%\uff0c\u5bf9\u4e8e\u8bb8\u591a\u8ffd\u6c42\u80a1\u606f\u6536\u5165\u7684\u6295\u8d44\u8005\u6765\u8bf4\u8fd8\u662f\u5f88\u6709\u5438\u5f15\u529b\u7684\u3002<\/li>\n<li>CVS Health\u7684\u52a8\u6001\u5e02\u76c8\u7387\u53ea\u67098.3\uff0c\u800c\u76f8\u6bd4\u4e4b\u4e0b\uff0c<em>\u6807\u666e500<\/em>\u533b\u7597\u4fdd\u5065\u677f\u5757\u7684\u5e73\u5747\u52a8\u6001\u5e02\u76c8\u7387\u9ad8\u8fbe18.3\u500d\uff0c\u663e\u793aCVS\u80a1\u7968\u76ee\u524d\u7684\u4f30\u503c\u5177\u6709\u5438\u5f15\u529b\u3002<\/li>\n<\/ol>\n<p>\u7f3a\u70b9\uff1a<\/p>\n<p>\u7136\u800c\uff0cCVS Health\u7684\u4e1a\u7ee9\u672a\u8fbe\u9884\u671f\uff0c\u56e0\u6b64\u53bb\u5e7410\u6708David Joyner\u63a5\u66ffKaren Lynch\u6210\u4e3a\u516c\u53f8\u65b0\u7684\u9996\u5e2d\u6267\u884c\u5b98\u3002\u6b64\u5916\uff0c\u516c\u53f8\u65d7\u4e0b\u7684Aetna\u4fdd\u9669\u4e1a\u52a1\u4ecd\u9762\u4e34\u6311\u6218\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e9a\u9a6c\u900a\u6b63\u5728\u6269\u5927\u5f53\u65e5\u8fbe\u836f\u54c1\u914d\u9001\u670d\u52a1\uff0c\u7ade\u4e89\u52a0\u5267\u3002\u6700\u540e\uff0c\u836f\u54c1\u798f\u5229\u7ba1\u7406\uff08PBM\uff09\u884c\u4e1a\u9762\u4e34\u4e25\u683c\u5ba1\u67e5\uff0c\u7ed9CVS Caremark\u7684\u672a\u6765\u5e26\u6765\u4e86\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n<p>\u5371\u673a\uff1a<\/p>\n<p>\u66f4\u8ba9\u4eba\u62c5\u5fe7\u7684\u662f\uff0cCVS Health\u7684\u80a1\u4ef7\u81ea2022\u5e74\u521d\u7684\u9ad8\u70b9\u4ee5\u6765\u5df2\u7ecf\u66b4\u8dcc\u8fd150%\u3002\u867d\u71362023\u5e749\u6708\u5e95\u81f310\u6708\u521d\u51fa\u73b0\u53cd\u5f39\uff0c\u4f46\u968f\u540e\u53c8\u56de\u5410\u4e86\u6240\u6709\u6da8\u5e45\uff0c\u5e76\u4e14\u8dcc\u5f97\u66f4\u6df1\u3002<\/p>\n<h2>\u662f\u5426\u5e94\u8be5\u4e70\u5165CVS Health\u80a1\u7968\uff1f<\/h2>\n<p>\u5728\u4e0e\u6fc0\u8fdb\u6295\u8d44\u8005Glenview Capital Management\u5f00\u5c55\u201c\u5bcc\u6709\u6210\u679c\u7684\u63a5\u89e6\u201d\u4e4b\u540e\uff0cCVS Health\u6700\u8fd1\u4efb\u547d\u4e86\u56db\u540d\u65b0\u8463\u4e8b\u4f1a\u6210\u5458\uff0c\u5176\u4e2d\u5305\u62ec<em>Glenview<\/em>\u7684\u9996\u5e2d\u6267\u884c\u5b98Larry Robbins\uff0c\u4e24\u4f4d\u533b\u7597\u884c\u4e1a\u8d44\u6df1\u4eba\u58ebLeslie Norwalk\u548cGuy Sansone\uff0c\u4ee5\u53ca<em>OneMain Holdings<\/em>\u7684\u9996\u5e2d\u6267\u884c\u5b98Doug Shulman\u3002<\/p>\n<p>\u7136\u800c\uff0c\u8fd9\u4e9b\u53d8\u5316\u662f\u5426\u4f1a\u5bf9\u516c\u53f8\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u5c1a\u9700\u65f6\u95f4\u9a8c\u8bc1\u3002\u867d\u7136Englander\u589e\u6301\u4e86CVS Health\uff0c\u4f46\u516c\u53f8\u8f6c\u578b\u6216\u8bb8\u9700\u8981\u8f83\u957f\u65f6\u95f4\u3002\u5bf9\u4e8e\u666e\u901a\u6295\u8d44\u8005\u800c\u8a00\uff0c\u66f4\u660e\u667a\u7684\u9009\u62e9\u8fd8\u662f\u89c2\u671b\uff0c\u7b49\u5f85\u66f4\u52a0\u660e\u786e\u7684\u516c\u53f8\u4e1a\u7ee9\u6539\u5584\u7684\u8bc1\u636e\u51fa\u73b0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Israel \u201cIzzy\u201d Englander\u7684\u51c0\u8d44\u4ea7\u8d85\u8fc7140\u4ebf\u7f8e\u5143\u3002\u4ed6\u672c\u4eba\u5e76\u4e0d\u4f9d\u8d56\u4e8e\u80a1\u606f\u6536\u5165\uff0c\u800c\u4ed6\u7684\u5bf9\u51b2\u57fa [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":490925,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[820,455,2125,1859,522],"class_list":["post-558324","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-820","tag-455","tag-2125","tag-1859","tag-522","sectors-life-science-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/558324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=558324"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/558324\/revisions"}],"predecessor-version":[{"id":558334,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/558324\/revisions\/558334"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/490925"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=558324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=558324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=558324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}