{"id":558330,"date":"2024-11-25T19:07:36","date_gmt":"2024-11-26T03:07:36","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2024-11-25T19:08:14","modified_gmt":"2024-11-26T03:08:14","slug":"%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81englander%e5%a4%a7%e8%88%89%e5%a2%9e%e6%8c%81%e9%80%99%e5%8f%aa%e9%ab%98%e6%81%af%e9%86%ab%e7%99%82%e8%82%a1%ef%bc%8c%e6%98%af%e5%90%a6%e6%87%89%e8%a9%b2%e8%b7%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/11\/%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81englander%e5%a4%a7%e8%88%89%e5%a2%9e%e6%8c%81%e9%80%99%e5%8f%aa%e9%ab%98%e6%81%af%e9%86%ab%e7%99%82%e8%82%a1%ef%bc%8c%e6%98%af%e5%90%a6%e6%87%89%e8%a9%b2%e8%b7%9f\/","title":{"rendered":"\u5104\u842c\u5bcc\u7fc1Englander\u5927\u8209\u589e\u6301\u9019\u53ea\u9ad8\u606f\u91ab\u7642\u80a1\uff0c\u662f\u5426\u61c9\u8a72\u8ddf\u9032\uff1f"},"content":{"rendered":"<p>Israel \u201cIzzy\u201d Englander\u7684\u6de8\u8cc7\u7522\u8d85\u904e140\u5104\u7f8e\u5143\u3002\u4ed6\u672c\u4eba\u4e26\u4e0d\u4f9d\u8cf4\u65bc\u80a1\u606f\u6536\u5165\uff0c\u800c\u4ed6\u7684\u5c0d\u6c96\u57fa\u91d1Millennium Management\u7684\u591a\u6578\u6295\u8cc7\u8005\u53ef\u80fd\u4e5f\u4e0d\u9700\u8981\u3002\u7136\u800c\uff0c\u9019\u4e26\u4e0d\u59a8\u7919Englander\u6295\u8cc7\u9ad8\u606f\u80a1\u30022024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u4ea4\u6613\u8a18\u9304\u5c31\u8b49\u660e\u4e86\u9019\u4e00\u9ede\u3002\u9019\u4f4d\u5104\u842c\u5bcc\u7fc1\u5728\u4e09\u5b63\u5ea6\u5927\u8209\u589e\u6301\u4e86\u4e00\u96bb\u9ad8\u606f\u91ab\u7642\u80a1\uff0c\u5f15\u8d77\u5e02\u5834\u95dc\u6ce8\u3002<\/p>\n<h2>Englander\u4e09\u5b63\u5ea6\u7a4d\u6975\u589e\u6301<\/h2>\n<p>\u5982\u679c\u4f60\u700f\u89bdEnglander\u5728\u7b2c\u4e09\u5b63\u5ea6\u7684\u6295\u8cc7\u6d3b\u52d5\uff0c\u4e0d\u96e3\u767c\u73fe\u4ed6\u5c0d\u4e00\u4e9b\u73fe\u6709\u6301\u80a1\u5927\u5e45\u52a0\u5009\u3002\u4f8b\u5982\uff0c<em>SPDR S&amp;P 500 ETF Trust<\/em>\u7684\u6301\u5009\u589e\u52a0\u4e8681%\uff0c<em>Spotify<\/em>\u7684\u6301\u80a1\u5e7e\u4e4e\u7ffb\u500d\u3002\u7136\u800c\uff0c\u5c24\u5176\u4ee4\u4eba\u77da\u76ee\u7684\u4ea4\u6613\u9084\u662f\u4ed6\u589e\u6301\u4e86\u91ab\u7642\u4fdd\u5065\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CVS\">CVS Health\uff08\u7d10\u4ea4\u6240\u4ee3\u78bc\uff1aCVS\uff09<\/a>\uff0c\u4e09\u5b63\u5ea6\u589e\u6301461\u842c\u80a1\uff0c\u6301\u5009\u589e\u52a0\u4e86\u9a5a\u4eba\u7684724%\u3002<\/p>\n<p>\u5118\u7ba1\u5982\u6b64\uff0c\u622a\u81f3\u4e09\u5b63\u5ea6\u672b\uff0cMillennium Management\u7684CVS Health\u6301\u5009\u50f9\u503c\u70ba3.3\u5104\u7f8e\u5143\uff0c\u50c5\u5360\u5176\u6295\u8cc7\u7d44\u5408\u76840.29%\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cMillennium Management\u7684\u6301\u5009\u9ad8\u5ea6\u5206\u6563\uff0c\u6db5\u84cb\u4e864040\u53ea\u80a1\u7968\u548c\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETFs\uff09\u3002\u5373\u4f7f\u662f\u8a72\u57fa\u91d1\u7684\u6700\u5927\u55ae\u4e00\u6301\u5009\uff0c\u6295\u8cc7\u7d44\u5408\u5360\u6bd4\u4e5f\u4e0d\u52302.8%\u3002<\/p>\n<h2>CVS Health\u7684\u512a\u52a3\u5206\u6790<\/h2>\n<p>Englander\u5c1a\u672a\u516c\u958b\u89e3\u91cb\u4ed6\u70ba\u4f55\u5927\u5e45\u589e\u6301CVS Health\uff0c\u4f46\u9019\u53ea\u80a1\u7968\u7684\u78ba\u5177\u5099\u4e00\u4e9b\u512a\u9ede\u3002<\/p>\n<p>\u512a\u9ede\uff1a<\/p>\n<ol>\n<li>CVS Health\u7684\u9810\u671f\u80a1\u606f\u6536\u76ca\u7387\u9ad8\u90544.62%\uff0c\u5c0d\u65bc\u8a31\u591a\u8ffd\u6c42\u80a1\u606f\u6536\u5165\u7684\u6295\u8cc7\u8005\u4f86\u8aaa\u9084\u662f\u5f88\u6709\u5438\u5f15\u529b\u7684\u3002<\/li>\n<li>CVS Health\u7684\u52d5\u614b\u5e02\u76c8\u7387\u53ea\u67098.3\uff0c\u800c\u76f8\u6bd4\u4e4b\u4e0b\uff0c<em>\u6a19\u666e<\/em><em>500<\/em>\u91ab\u7642\u4fdd\u5065\u677f\u584a\u7684\u5e73\u5747\u52d5\u614b\u5e02\u76c8\u7387\u9ad8\u905418.3\u500d\uff0c\u986f\u793aCVS\u80a1\u7968\u76ee\u524d\u7684\u4f30\u503c\u5177\u6709\u5438\u5f15\u529b\u3002<\/li>\n<\/ol>\n<p>\u7f3a\u9ede\uff1a<\/p>\n<p>\u7136\u800c\uff0cCVS Health\u7684\u696d\u7e3e\u672a\u9054\u9810\u671f\uff0c\u56e0\u6b64\u53bb\u5e7410\u6708David Joyner\u63a5\u66ffKaren Lynch\u6210\u70ba\u516c\u53f8\u65b0\u7684\u9996\u5e2d\u57f7\u884c\u5b98\u3002\u6b64\u5916\uff0c\u516c\u53f8\u65d7\u4e0b\u7684Aetna\u4fdd\u96aa\u696d\u52d9\u4ecd\u9762\u81e8\u6311\u6230\u3002\u8207\u6b64\u540c\u6642\uff0c\u4e9e\u99ac\u905c\u6b63\u5728\u64f4\u5927\u7576\u65e5\u9054\u85e5\u54c1\u914d\u9001\u670d\u52d9\uff0c\u7af6\u722d\u52a0\u5287\u3002\u6700\u5f8c\uff0c\u85e5\u54c1\u798f\u5229\u7ba1\u7406\uff08PBM\uff09\u884c\u696d\u9762\u81e8\u56b4\u683c\u5be9\u67e5\uff0c\u7d66CVS Caremark\u7684\u672a\u4f86\u5e36\u4f86\u4e86\u4e0d\u78ba\u5b9a\u6027\u3002<\/p>\n<p>\u5371\u6a5f\uff1a<\/p>\n<p>\u66f4\u8b93\u4eba\u64d4\u6182\u7684\u662f\uff0cCVS Health\u7684\u80a1\u50f9\u81ea2022\u5e74\u521d\u7684\u9ad8\u9ede\u4ee5\u4f86\u5df2\u7d93\u66b4\u8dcc\u8fd150%\u3002\u96d6\u71362023\u5e749\u6708\u5e95\u81f310\u6708\u521d\u51fa\u73fe\u53cd\u5f48\uff0c\u4f46\u96a8\u5f8c\u53c8\u56de\u5410\u4e86\u6240\u6709\u6f32\u5e45\uff0c\u4e26\u4e14\u8dcc\u5f97\u66f4\u6df1\u3002<\/p>\n<h2>\u662f\u5426\u61c9\u8a72\u8cb7\u5165CVS Health\u80a1\u7968\uff1f<\/h2>\n<p>\u5728\u8207\u6fc0\u9032\u6295\u8cc7\u8005Glenview Capital Management\u958b\u5c55\u201c\u5bcc\u6709\u6210\u679c\u7684\u63a5\u89f8\u201d\u4e4b\u5f8c\uff0cCVS Health\u6700\u8fd1\u4efb\u547d\u4e86\u56db\u540d\u65b0\u8463\u4e8b\u6703\u6210\u54e1\uff0c\u5176\u4e2d\u5305\u62ec<em>Glenview<\/em>\u7684\u9996\u5e2d\u57f7\u884c\u5b98Larry Robbins\uff0c\u5169\u4f4d\u91ab\u7642\u884c\u696d\u8cc7\u6df1\u4eba\u58ebLeslie Norwalk\u548cGuy Sansone\uff0c\u4ee5\u53ca<em>OneMain Holdings<\/em>\u7684\u9996\u5e2d\u57f7\u884c\u5b98Doug Shulman\u3002<\/p>\n<p>\u7136\u800c\uff0c\u9019\u4e9b\u8b8a\u5316\u662f\u5426\u6703\u5c0d\u516c\u53f8\u7522\u751f\u7a4d\u6975\u5f71\u97ff\u5c1a\u9700\u6642\u9593\u9a57\u8b49\u3002\u96d6\u7136Englander\u589e\u6301\u4e86CVS Health\uff0c\u4f46\u516c\u53f8\u8f49\u578b\u6216\u8a31\u9700\u8981\u8f03\u9577\u6642\u9593\u3002\u5c0d\u65bc\u666e\u901a\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u66f4\u660e\u667a\u7684\u9078\u64c7\u9084\u662f\u89c0\u671b\uff0c\u7b49\u5f85\u66f4\u52a0\u660e\u78ba\u7684\u516c\u53f8\u696d\u7e3e\u6539\u5584\u7684\u8b49\u64da\u51fa\u73fe\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Israel \u201cIzzy\u201d Englander\u7684\u6de8\u8cc7\u7522\u8d85\u904e140\u5104\u7f8e\u5143\u3002\u4ed6\u672c\u4eba\u4e26\u4e0d\u4f9d\u8cf4\u65bc\u80a1\u606f\u6536\u5165\uff0c\u800c\u4ed6\u7684\u5c0d\u6c96\u57fa [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":490926,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2126,1860,644,564,574],"class_list":{"0":"post-558330","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag--zh-hant","11":"tag-644","12":"tag-564","13":"tag-574","14":"sectors-life-science-zh-hant","15":"locations-us-zh-hant","16":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/558330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=558330"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/558330\/revisions"}],"predecessor-version":[{"id":558333,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/558330\/revisions\/558333"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/490926"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=558330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=558330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=558330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}